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New Jersey Resources

250 hedge funds and large institutions have $2.21B invested in New Jersey Resources in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 94 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

52% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 62

5% more funds holding

Funds holding: 239250 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.87% less ownership

Funds ownership: 65.15%64.28% (-0.87%)

1% less capital invested

Capital invested by funds: $2.23B → $2.21B (-$21.2M)

Holders
250
Holders Change
+11
Holders Change %
+4.6%
% of All Funds
6.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
94
Reduced
62
Closed
19
Calls
$349K
Puts
Net Calls
+$349K
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
201
Ladenburg Thalmann Financial Services
Florida
$118K
VNA
202
Valley National Advisers
Pennsylvania
$118K
KTC
203
Kistler-Tiffany Companies
Pennsylvania
$115K
PAM
204
Panagora Asset Management
Massachusetts
$97K +$87.7K +2,137 +712%
NA
205
NewEdge Advisors
Louisiana
$96K +$98.7K +2,406 New
Envestnet Asset Management
206
Envestnet Asset Management
Illinois
$76K +$14.8K +360 +23%
ASN
207
Advisory Services Network
Georgia
$74K
DADC
208
D.A. Davidson & Co
Montana
$69K
BAM
209
Bruderman Asset Management
New York
$67K +$69.2K +1,686 New
GWM
210
Geneos Wealth Management
Colorado
$65K
M
211
MOTCO
Texas
$53K
SSB
212
Sandy Spring Bank
Maryland
$48K
SFG
213
SevenBridge Financial Group
Pennsylvania
$45K
FANJ
214
Financial Architects (New Jersey)
New Jersey
$40K -$2.46K -60 -6%
ATC
215
Adirondack Trust Company
New York
$36K
EWM
216
Evercore Wealth Management
New York
$36K
WA
217
WFG Advisors
Texas
$36K +$205 +5 +0.6%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$35K -$4.63K -113 -11%
BFEC
219
Benjamin F. Edwards & Company
Missouri
$32K -$16K -391 -33%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$32K +$82 +2 +0.2%
TWA
221
TCI Wealth Advisors
Arizona
$29K
VCM
222
Versant Capital Management
Arizona
$27K -$6.19K -151 -18%
AssetMark Inc
223
AssetMark Inc
California
$23K +$23.6K +575 New
CCMW
224
Cypress Capital Management (Wyoming)
Wyoming
$22K
WAM
225
Wealthspire Advisors (Maryland)
Maryland
$21K -$205 -5 -0.9%

NJR Hedge Fund Activity: Q2 2017 in Review

250 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2017, worth a combined $2.21B — down 0.95% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NJR positions and 19 closed out — a net gain of 13 holders — while 94 added to existing stakes and 62 trimmed.

The largest buyer was Asset Management One, adding an estimated $8.3M. The largest seller was Millennium Management, cutting an estimated $16.1M.

  • 250 institutional investors held New Jersey Resources (NJR) as of Q2 2017, up from 239 in Q1 2017.
  • Funds reported $2.21B of New Jersey Resources stock for Q2 2017, down 0.95% quarter-over-quarter.
  • 32 funds opened new New Jersey Resources positions in Q2 2017 and 19 closed out, a net change of +13 holders.
  • The largest New Jersey Resources buyer in Q2 2017 was Asset Management One, an estimated $8.3M added.
  • The largest New Jersey Resources seller in Q2 2017 was Millennium Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2017.