We are live on ! Find out more
NJR icon

New Jersey Resources

251 hedge funds and large institutions have $1.92B invested in New Jersey Resources in 2016 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

36% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 67

12% more capital invested

Capital invested by funds: $1.7B → $1.92B (+$213M)

4% more funds holding

Funds holding: 242251 (+9)

2.07% more ownership

Funds ownership: 60.53%62.6% (+2.1%)

Holders
251
Holders Change
+9
Holders Change %
+3.72%
% of All Funds
6.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
91
Reduced
67
Closed
23
Calls
$729K
Puts
Net Calls
+$729K
Net Calls Change
-$109K
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
201
Kistler-Tiffany Companies
Pennsylvania
$103K
BAM
202
Bruderman Asset Management
New York
$103K +$543 +16 +0.6%
Zurich Cantonal Bank
203
Zurich Cantonal Bank
Switzerland
$100K
FCM
204
Flinton Capital Management
Pennsylvania
$98K +$94K +2,768 New
DADC
205
D.A. Davidson & Co
Montana
$71K
AG
206
Advisor Group
Arizona
$69K -$26.1K -768 -28%
GWM
207
Geneos Wealth Management
Colorado
$58K
EWM
208
Evercore Wealth Management
New York
$58K +$24.6K +725 +81%
Envestnet Asset Management
209
Envestnet Asset Management
Illinois
$51K +$6.62K +195 +16%
M
210
MOTCO
Texas
$47K
BKA
211
Brick & Kyle Associates
Pennsylvania
$44K
SSB
212
Sandy Spring Bank
Maryland
$43K
BFEC
213
Benjamin F. Edwards & Company
Missouri
$42K -$11.5K -340 -22%
SFG
214
SevenBridge Financial Group
Pennsylvania
$42K
FANJ
215
Financial Architects (New Jersey)
New Jersey
$39K +$1.02K +30 +3%
SFS
216
Sowell Financial Services
Arkansas
$39K +$34.9K +1,027 New
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$35K
WA
218
WFG Advisors
Texas
$35K +$21.3K +628 +179%
VCM
219
Versant Capital Management
Arizona
$32K -$8.93K -263 -23%
ATC
220
Adirondack Trust Company
New York
$32K
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$30K +$28.7K +845 New
PHK
222
Point72 Hong Kong
Hong Kong
$29K +$13.9K +409 +102%
Nomura Asset Management
223
Nomura Asset Management
Japan
$28K +$26.5K +780 New
JFGIW
224
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K +$11.9K +352 +84%
TWA
225
TCI Wealth Advisors
Arizona
$26K

NJR Hedge Fund Activity: Q4 2016 in Review

251 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2016, worth a combined $1.92B — up 12% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NJR positions and 23 closed out — a net gain of 14 holders — while 91 added to existing stakes and 67 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $22.4M. The largest seller was Adage Capital Partners, cutting an estimated $20.3M.

  • 251 institutional investors held New Jersey Resources (NJR) as of Q4 2016, up from 242 in Q3 2016.
  • Funds reported $1.92B of New Jersey Resources stock for Q4 2016, up 12% quarter-over-quarter.
  • 37 funds opened new New Jersey Resources positions in Q4 2016 and 23 closed out, a net change of +14 holders.
  • The largest New Jersey Resources buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $22.4M added.
  • The largest New Jersey Resources seller in Q4 2016 was Adage Capital Partners, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2016.