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New Jersey Resources

276 hedge funds and large institutions have $2.26B invested in New Jersey Resources in 2017 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more call options, than puts

Call options by funds: $707K | Put options by funds: $515K

14% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 76

10% more funds holding

Funds holding: 250276 (+26)

0.76% more ownership

Funds ownership: 63.89%64.64% (+0.76%)

3% less capital invested

Capital invested by funds: $2.33B → $2.26B (-$71.9M)

Holders
276
Holders Change
+26
Holders Change %
+10.4%
% of All Funds
6.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
48
Increased
87
Reduced
76
Closed
21
Calls
$707K
Puts
$515K
Net Calls
+$192K
Net Calls Change
-$457K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
201
LS Investment Advisors
Michigan
$227K -$39.8K -927 -14%
M&T Bank
202
M&T Bank
New York
$227K -$11.8K -275 -5%
PA
203
Pinnacle Associates
New York
$225K
Ohio Public Employees Retirement System (OPERS)
204
Ohio Public Employees Retirement System (OPERS)
Ohio
$219K -$7.82K -182 -3%
NA
205
Navellier & Associates
Nevada
$217K -$4.34K -101 -2%
FB
206
Fulton Bank
Pennsylvania
$217K
Bessemer Group
207
Bessemer Group
New Jersey
$213K
ZCA
208
Zeke Capital Advisors
Pennsylvania
$211K +$226K +5,251 New
VWM
209
Valley Wealth Managers
New Jersey
$210K +$224K +5,218 New
WAM
210
World Asset Management
Michigan
$209K -$14.6K -339 -6%
PAG
211
Private Advisor Group
New Jersey
$208K -$416K -9,677 -65%
AEPG
212
American Economic Planning Group
New Jersey
$208K -$10.7K -250 -5%
US Bancorp
213
US Bancorp
Minnesota
$208K -$10.2K -238 -4%
TBA
214
Tower Bridge Advisors
Pennsylvania
$201K +$215K +5,000 New
STA
215
Summit Trail Advisors
New York
$201K +$222K +5,156 New
Zurich Cantonal Bank
216
Zurich Cantonal Bank
Switzerland
$190K +$71.9K +1,674 +55%
BCM
217
Brasada Capital Management
Texas
$184K +$196K +4,571 New
MF
218
MHI Funds
New York
$179K +$191K +4,444 New
MAM
219
Meeder Asset Management
Ohio
$168K -$9.71K -226 -5%
CCMH
220
Cornerstone Capital Management Holdings
New York
$144K +$155K +3,600 New
H
221
Hexavest
Quebec, Canada
$137K
PG
222
Patten Group
Tennessee
$121K
KTC
223
Kistler-Tiffany Companies
Pennsylvania
$117K
FMT
224
First Mercantile Trust
Tennessee
$111K -$42.1K -980 -26%
Envestnet Asset Management
225
Envestnet Asset Management
Illinois
$103K +$18.9K +441 +21%

NJR Hedge Fund Activity: Q4 2017 in Review

276 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2017, worth a combined $2.26B — down 3.1% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NJR positions and 21 closed out — a net gain of 27 holders — while 87 added to existing stakes and 76 trimmed.

The largest buyer was Millennium Management, adding an estimated $20M. The largest seller was State Street, cutting an estimated $33.8M.

  • 276 institutional investors held New Jersey Resources (NJR) as of Q4 2017, up from 250 in Q3 2017.
  • Funds reported $2.26B of New Jersey Resources stock for Q4 2017, down 3.1% quarter-over-quarter.
  • 48 funds opened new New Jersey Resources positions in Q4 2017 and 21 closed out, a net change of +27 holders.
  • The largest New Jersey Resources buyer in Q4 2017 was Millennium Management, an estimated $20M added.
  • The largest New Jersey Resources seller in Q4 2017 was State Street, an estimated $33.8M sold.

Based on aggregated 13F filings for Q4 2017.