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New Jersey Resources

239 hedge funds and large institutions have $2.23B invested in New Jersey Resources in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $1.92B → $2.23B (+$312M)

15% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 75

2.55% more ownership

Funds ownership: 62.6%65.15% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 251239 (-12)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

Holders
239
Holders Change
-12
Holders Change %
-4.78%
% of All Funds
5.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
86
Reduced
75
Closed
26
Calls
$1.78M
Puts
Net Calls
+$1.78M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
201
SevenBridge Financial Group
Pennsylvania
$46K -$6.87K -182 -14%
FANJ
202
Financial Architects (New Jersey)
New Jersey
$43K -$755 -20 -2%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$39K
EWM
204
Evercore Wealth Management
New York
$36K -$27.4K -725 -45%
WA
205
WFG Advisors
Texas
$36K -$2.72K -72 -7%
ATC
206
Adirondack Trust Company
New York
$36K
CAG
207
Crestwood Advisors Group
Massachusetts
$34K +$32.3K +855 New
VCM
208
Versant Capital Management
Arizona
$33K -$1.85K -49 -5%
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$32K -$1.17K -31 -4%
JFGIW
210
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K
TWA
211
TCI Wealth Advisors
Arizona
$29K
WAM
212
Wealthspire Advisors (Maryland)
Maryland
$22K +$13.5K +359 +195%
CCMW
213
Cypress Capital Management (Wyoming)
Wyoming
$21.9K
WEC
214
Winslow Evans & Crocker
Massachusetts
$20.8K
DBT
215
Dubuque Bank & Trust
Iowa
$20K
FM
216
Forward Management
California
$17K
TCOV
217
Trust Company of Vermont
Vermont
$17K
CPP
218
Crow Point Partners
Massachusetts
$16K
ST
219
Smithfield Trust
Pennsylvania
$14K
PAM
220
Panagora Asset Management
Massachusetts
$12K
WCBA
221
Weaver C. Barksdale & Associates
Tennessee
$11K -$1.13K -30 -10%
AIL
222
AGF Investments LLC
Ontario, Canada
$10K -$1.06K -28 -10%
EA
223
Edge Advisors
Georgia
$9K -$1.13K -30 -12%
JWA
224
JFS Wealth Advisors
Pennsylvania
$8K
PSUF
225
People's United Financial
Connecticut
$8K

NJR Hedge Fund Activity: Q1 2017 in Review

239 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2017, worth a combined $2.23B — up 16% from $1.92B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of NJR and 19 opened new positions — a net loss of 7 holders — while 75 trimmed existing stakes and 86 added.

The largest buyer was BlackRock, adding an estimated $431M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $28.5M sold.

  • 239 institutional investors held New Jersey Resources (NJR) as of Q1 2017, down from 251 in Q4 2016.
  • Funds reported $2.23B of New Jersey Resources stock for Q1 2017, up 16% quarter-over-quarter.
  • 19 funds opened new New Jersey Resources positions in Q1 2017 and 26 closed out, a net change of -7 holders.
  • The largest New Jersey Resources buyer in Q1 2017 was BlackRock, an estimated $431M added.
  • The largest New Jersey Resources seller in Q1 2017 was Adage Capital Partners, an estimated $28.5M sold.

Based on aggregated 13F filings for Q1 2017.