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New Jersey Resources

268 hedge funds and large institutions have $3.03B invested in New Jersey Resources in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 101 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 80

1.04% more ownership

Funds ownership: 67.22%68.25% (+1%)

2% more capital invested

Capital invested by funds: $2.97B → $3.03B (+$60.2M)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

1% less funds holding

Funds holding: 272268 (-4)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
268
Holders Change
-4
Holders Change %
-1.47%
% of All Funds
5.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
101
Reduced
80
Closed
23
Calls
$493K
Puts
Net Calls
+$493K
Net Calls Change
-$90K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
201
Lazard Asset Management
New York
$238K +$237K +4,800 New
US Bancorp
202
US Bancorp
Minnesota
$237K -$23.8K -482 -9%
CCMG
203
Clark Capital Management Group
Pennsylvania
$221K
NA
204
Navellier & Associates
Nevada
$220K -$6.85K -139 -3%
M&T Bank
205
M&T Bank
New York
$220K +$11.1K +225 +5%
SFI
206
Susquehanna Fundamental Investments
Pennsylvania
$219K -$402K -8,168 -65%
TBA
207
Tower Bridge Advisors
Pennsylvania
$219K
LIA
208
LS Investment Advisors
Michigan
$217K -$16.2K -328 -7%
GA
209
Gateway Advisory
New Jersey
$215K
H
210
Hexavest
Quebec, Canada
$214K
Los Angeles Capital Management
211
Los Angeles Capital Management
California
$211K +$8.87K +180 +4%
PFS
212
Prospera Financial Services
Texas
$210K -$5.27K -107 -2%
SAM
213
Silvercrest Asset Management
New York
$209K
WAM
214
World Asset Management
Michigan
$207K +$1.33K +27 +0.7%
PHK
215
Point72 Hong Kong
Hong Kong
$192K +$190K +3,856 New
Ohio Public Employees Retirement System (OPERS)
216
Ohio Public Employees Retirement System (OPERS)
Ohio
$176K -$10.9K -222 -6%
CTC
217
Central Trust Company
Missouri
$175K
SIA
218
Sit Investment Associates
Minnesota
$158K
DWM
219
Doyle Wealth Management
Florida
$158K +$156K +3,169 New
KTC
220
Kistler-Tiffany Companies
Pennsylvania
$144K
AAMU
221
Amundi Asset Management US
Massachusetts
$142K
VNA
222
Valley National Advisers
Pennsylvania
$118K
FMT
223
First Mercantile Trust
Tennessee
$93K -$14.8K -300 -14%
LWM
224
Liberty Wealth Management
California
$89K
M
225
MOTCO
Texas
$66K

NJR Hedge Fund Activity: Q2 2019 in Review

268 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2019, worth a combined $3.03B — up 2% from $2.97B a quarter earlier.

Fund positioning in NJR was balanced in Q2 2019: 23 funds opened new positions, 23 closed out, 101 added to existing stakes and 80 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $25.9M. The largest seller was AQR Capital Management, cutting an estimated $7.67M.

  • 268 institutional investors held New Jersey Resources (NJR) as of Q2 2019, down from 272 in Q1 2019.
  • Funds reported $3.03B of New Jersey Resources stock for Q2 2019, up 2% quarter-over-quarter.
  • 23 funds opened new New Jersey Resources positions in Q2 2019 and 23 closed out, a net change of 0 holders.
  • The largest New Jersey Resources buyer in Q2 2019 was Nuveen, an estimated $25.9M added.
  • The largest New Jersey Resources seller in Q2 2019 was AQR Capital Management, an estimated $7.67M sold.

Based on aggregated 13F filings for Q2 2019.