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New Jersey Resources

272 hedge funds and large institutions have $2.64B invested in New Jersey Resources in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 76 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $300K

41% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 76

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

13% more capital invested

Capital invested by funds: $2.33B → $2.64B (+$307M)

3% more funds holding

Funds holding: 264272 (+8)

0.84% more ownership

Funds ownership: 66.43%67.26% (+0.84%)

Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
6.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
107
Reduced
76
Closed
25
Calls
$1.27M
Puts
$300K
Net Calls
+$975K
Net Calls Change
+$349K
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
201
Penobscot Investment Management
Massachusetts
$255K
M&T Bank
202
M&T Bank
New York
$253K
Mariner
203
Mariner
Kansas
$252K +$238K +5,627 New
PAG
204
Private Advisor Group
New Jersey
$245K +$228K +5,405 New
FB
205
Fulton Bank
Pennsylvania
$242K
AEPG
206
American Economic Planning Group
New Jersey
$234K -$6.34K -150 -3%
NA
207
Navellier & Associates
Nevada
$232K -$3.21K -76 -1%
LIA
208
LS Investment Advisors
Michigan
$226K +$803 +19 +0.4%
VWM
209
Valley Wealth Managers
New Jersey
$221K -$13.4K -317 -6%
HighTower Advisors
210
HighTower Advisors
Illinois
$220K +$207K +4,891 New
Zurich Cantonal Bank
211
Zurich Cantonal Bank
Switzerland
$212K
DWM
212
Doyle Wealth Management
Florida
$209K -$31.3K -741 -14%
BCM
213
Brasada Capital Management
Texas
$207K +$196K +4,633 New
DDPIC
214
Deroy & Devereaux Private Investment Counsel
Michigan
$206K +$194K +4,600 New
TBA
215
Tower Bridge Advisors
Pennsylvania
$206K +$194K +4,600 New
SAM
216
Silvercrest Asset Management
New York
$204K +$192K +4,550 New
BAM
217
Bruderman Asset Management
New York
$162K -$29.5K -698 -16%
SEI Investments
218
SEI Investments
Pennsylvania
$160K +$11.7K +278 +8%
H
219
Hexavest
Quebec, Canada
$152K
Envestnet Asset Management
220
Envestnet Asset Management
Illinois
$139K +$9.42K +223 +8%
PG
221
Patten Group
Tennessee
$134K
KTC
222
Kistler-Tiffany Companies
Pennsylvania
$130K
FMT
223
First Mercantile Trust
Tennessee
$119K -$2.96K -70 -3%
VNA
224
Valley National Advisers
Pennsylvania
$106K
PIA
225
Piedmont Investment Advisors
North Carolina
$68K +$64K +1,515 New

NJR Hedge Fund Activity: Q2 2018 in Review

272 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2018, worth a combined $2.64B — up 13% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new NJR positions and 25 closed out — a net gain of 10 holders — while 107 added to existing stakes and 76 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $20.2M. The largest seller was Goldman Sachs, cutting an estimated $23.5M.

  • 272 institutional investors held New Jersey Resources (NJR) as of Q2 2018, up from 264 in Q1 2018.
  • Funds reported $2.64B of New Jersey Resources stock for Q2 2018, up 13% quarter-over-quarter.
  • 35 funds opened new New Jersey Resources positions in Q2 2018 and 25 closed out, a net change of +10 holders.
  • The largest New Jersey Resources buyer in Q2 2018 was Wellington Management Group, an estimated $20.2M added.
  • The largest New Jersey Resources seller in Q2 2018 was Goldman Sachs, an estimated $23.5M sold.

Based on aggregated 13F filings for Q2 2018.