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New Jersey Resources
NJR

290 hedge funds and large institutions have $3.03B invested in New Jersey Resources in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 111 increasing their positions, 66 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

68% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 66

9% more capital invested

Capital invested by funds: $2.79B → $3.03B (+$243M)

8% more funds holding

Funds holding: 268 → 290 (+22)

2.62% more ownership

Funds ownership: 68.45% → 71.06% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
290
Holders Change
+22
Holders Change %
+8.21%
% of All Funds
5.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
60
Increased
111
Reduced
66
Closed
32
Calls
$205K
Puts
–
Net Calls
+$205K
Net Calls Change
-$157K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$48.5M
2
State Street
State Street
Massachusetts
+$46.5M
3
Franklin Resources
Franklin Resources
California
+$43.1M
4
CC
Carlson Capital
Texas
+$32.3M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$25.9M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$71.4M
2
Renaissance Technologies
Renaissance Technologies
New York
-$9.89M
3
Millennium Management
Millennium Management
New York
-$6.72M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$5.82M
5
Ameriprise
Ameriprise
Minnesota
-$4.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
201
Vaughan David Investments
Illinois
$296K – – –
SSWM
202
Sheets Smith Wealth Management
North Carolina
$281K – – –
AWM
203
Aberdeen Wealth Management
Illinois
$281K +$272K +6,294 New
VI
204
Vestcor Inc
New Brunswick, Canada
$279K +$271K +6,268 New
AWM
205
AE Wealth Management
Kansas
$277K -$1.25K -29 -0.5%
TCA
206
Transcend Capital Advisors
New Jersey
$274K +$266K +6,146 New
Jane Street
207
Jane Street
New York
$267K -$597K -13,826 -70%
HighTower Advisors
208
HighTower Advisors
Illinois
$267K -$10.4K -240 -4%
HPC
209
HM Payson & Co
Maine
$267K – – –
SCM
210
Shelton Capital Management
Colorado
$258K – – –
TSS
211
Two Sigma Securities
New York
$258K +$250K +5,780 New
TRCT
212
Tower Research Capital (TRC)
New York
$255K +$158K +3,662 +179%
ECM
213
Evergreen Capital Management
Washington
$254K – – –
GWM
214
Geneos Wealth Management
Colorado
$254K – – –
MWP
215
Meridian Wealth Partners
Pennsylvania
$249K +$242K +5,592 New
WU
216
Wealthsimple US
New York
$246K +$239K +5,528 New
American Century Companies
217
American Century Companies
Missouri
$236K -$228K -5,276 -50%
FRM
218
Fox Run Management
Connecticut
$232K +$225K +5,198 New
RC
219
RegentAtlantic Capital
New Jersey
$227K – – –
Lazard Asset Management
220
Lazard Asset Management
New York
$215K – – –
PA
221
Pinnacle Associates
New York
$214K – – –
LIA
222
LS Investment Advisors
Michigan
$209K +$5.57K +129 +3%
M&T Bank
223
M&T Bank
New York
$208K +$10.8K +250 +6%
QT
224
Quantamental Technologies
New York
$204K -$77.3K -1,789 -28%
Truist Financial
225
Truist Financial
North Carolina
$204K +$197K +4,561 New
7 8
9
10 11

NJR Hedge Fund Activity: Q4 2019 in Review

290 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2019, worth a combined $3.03B — up 8.7% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new NJR positions and 32 closed out — a net gain of 28 holders — while 111 added to existing stakes and 66 trimmed.

The largest buyer was BlackRock, adding an estimated $48.5M. The largest seller was Goldman Sachs, cutting an estimated $71.4M.

  • 290 institutional investors held New Jersey Resources (NJR) as of Q4 2019, up from 268 in Q3 2019.
  • Funds reported $3.03B of New Jersey Resources stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 60 funds opened new New Jersey Resources positions in Q4 2019 and 32 closed out, a net change of +28 holders.
  • The largest New Jersey Resources buyer in Q4 2019 was BlackRock, an estimated $48.5M added.
  • The largest New Jersey Resources seller in Q4 2019 was Goldman Sachs, an estimated $71.4M sold.

Based on aggregated 13F filings for Q4 2019.