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New Jersey Resources

264 hedge funds and large institutions have $2.33B invested in New Jersey Resources in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 74 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,825% more call options, than puts

Call options by funds: $634K | Put options by funds: $8K

35% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 74

1.78% more ownership

Funds ownership: 64.64%66.43% (+1.8%)

3% more capital invested

Capital invested by funds: $2.26B → $2.33B (+$74.5M)

4% less funds holding

Funds holding: 276264 (-12)

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
264
Holders Change
-12
Holders Change %
-4.35%
% of All Funds
6.05%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
100
Reduced
74
Closed
38
Calls
$634K
Puts
$8K
Net Calls
+$626K
Net Calls Change
+$434K
Name Holding Trade Value Shares
Change
Change in
Stake
AEPG
201
American Economic Planning Group
New Jersey
$216K +$7.79K +200 +4%
PA
202
Pinnacle Associates
New York
$212K -$11.4K -292 -5%
NA
203
Navellier & Associates
Nevada
$211K -$5.45K -140 -3%
VWM
204
Valley Wealth Managers
New Jersey
$210K +$1.21K +31 +0.6%
Two Sigma Investments
205
Two Sigma Investments
New York
$209K +$203K +5,221 New
LIA
206
LS Investment Advisors
Michigan
$202K -$24.5K -628 -11%
Zurich Cantonal Bank
207
Zurich Cantonal Bank
Switzerland
$190K
MF
208
MHI Funds
New York
$178K
BAM
209
Bruderman Asset Management
New York
$173K +$168K +4,316 New
Ohio Public Employees Retirement System (OPERS)
210
Ohio Public Employees Retirement System (OPERS)
Ohio
$158K -$58.6K -1,504 -28%
H
211
Hexavest
Quebec, Canada
$136K
SEI Investments
212
SEI Investments
Pennsylvania
$132K +$68.4K +1,757 +115%
PG
213
Patten Group
Tennessee
$120K
KTC
214
Kistler-Tiffany Companies
Pennsylvania
$116K
Envestnet Asset Management
215
Envestnet Asset Management
Illinois
$115K +$12.5K +322 +13%
FMT
216
First Mercantile Trust
Tennessee
$110K -$1.17K -30 -1%
VNA
217
Valley National Advisers
Pennsylvania
$95K
AAMU
218
Amundi Asset Management US
Massachusetts
$91K
Asset Management One
219
Asset Management One
Japan
$90K -$381K -9,773 -81%
SWP
220
Stratos Wealth Partners
Ohio
$60K +$45.8K +1,176 +382%
M
221
MOTCO
Texas
$53K
CAC
222
Certified Advisory Corp
Florida
$51K
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$48K +$46.6K +1,197 New
SFG
224
SevenBridge Financial Group
Pennsylvania
$45K
ATC
225
Adirondack Trust Company
New York
$38K

NJR Hedge Fund Activity: Q1 2018 in Review

264 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2018, worth a combined $2.33B — up 3.3% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of NJR and 28 opened new positions — a net loss of 10 holders — while 74 trimmed existing stakes and 100 added.

The largest buyer was State Street, adding an estimated $60.2M. The largest seller was Millennium Management, cutting an estimated $32.2M.

  • 264 institutional investors held New Jersey Resources (NJR) as of Q1 2018, down from 276 in Q4 2017.
  • Funds reported $2.33B of New Jersey Resources stock for Q1 2018, up 3.3% quarter-over-quarter.
  • 28 funds opened new New Jersey Resources positions in Q1 2018 and 38 closed out, a net change of -10 holders.
  • The largest New Jersey Resources buyer in Q1 2018 was State Street, an estimated $60.2M added.
  • The largest New Jersey Resources seller in Q1 2018 was Millennium Management, an estimated $32.2M sold.

Based on aggregated 13F filings for Q1 2018.