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New Jersey Resources

268 hedge funds and large institutions have $2.54B invested in New Jersey Resources in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 89 increasing their positions, 91 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

35% more capital invested

Capital invested by funds: $1.88B → $2.54B (+$655M)

31% more call options, than puts

Call options by funds: $521K | Put options by funds: $398K

6% more funds holding

Funds holding: 252268 (+16)

1.6% more ownership

Funds ownership: 72.77%74.36% (+1.6%)

2% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 91

Holders
268
Holders Change
+16
Holders Change %
+6.35%
% of All Funds
4.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
89
Reduced
91
Closed
29
Calls
$521K
Puts
$398K
Net Calls
+$123K
Net Calls Change
-$127K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
201
Murphy Capital Management
New Jersey
$213K +$195K +6,005 New
VDI
202
Vaughan David Investments
Illinois
$210K +$192K +5,900 New
SAM
203
Strategy Asset Managers
California
$208K +$190K +5,838 New
PA
204
Pinnacle Associates
New York
$207K +$189K +5,816 New
Cambridge Investment Research Advisors
205
Cambridge Investment Research Advisors
Iowa
$202K +$185K +5,694 New
MWP
206
Meridian Wealth Partners
Pennsylvania
$199K
Macquarie Group
207
Macquarie Group
Australia
$184K
AII
208
AGF Investments Inc
Ontario, Canada
$178K -$235K -7,207 -59%
PAM
209
Panagora Asset Management
Massachusetts
$175K +$36.5K +1,122 +30%
EI
210
Ellevest Inc
New York
$174K +$52K +1,597 +48%
VI
211
Vestcor Inc
New Brunswick, Canada
$163K -$30.1K -924 -17%
CSS
212
Cubist Systematic Strategies
Connecticut
$155K -$557K -17,119 -80%
Ohio Public Employees Retirement System (OPERS)
213
Ohio Public Employees Retirement System (OPERS)
Ohio
$138K -$119K -3,665 -49%
NFSG
214
Newbridge Financial Services Group
Florida
$119K +$3.25K +100 +3%
FMT
215
First Mercantile Trust
Tennessee
$104K -$4.88K -150 -5%
KTC
216
Kistler-Tiffany Companies
Pennsylvania
$103K
TPCW
217
TD Private Client Wealth
New York
$91.1K
CTC
218
Central Trust Company
Missouri
$86K +$13.9K +426 +21%
NICM
219
Neo Ivy Capital Management
New York
$65K +$59.9K +1,841 New
CI Investments Inc
220
CI Investments Inc
Ontario, Canada
$59K +$25.5K +783 +90%
VNA
221
Valley National Advisers
Pennsylvania
$56K
LWM
222
Liberty Wealth Management
California
$53K
FPFS
223
First Personal Financial Services
North Carolina
$52K
IAIM
224
International Assets Investment Management
Florida
$51K +$47K +1,443 New
M
225
MOTCO
Texas
$47K

NJR Hedge Fund Activity: Q4 2020 in Review

268 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2020, worth a combined $2.54B — up 35% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NJR positions and 29 closed out — a net gain of 17 holders — while 89 added to existing stakes and 91 trimmed.

The largest buyer was BlackRock, adding an estimated $35M. The largest seller was State Street, cutting an estimated $21.6M.

  • 268 institutional investors held New Jersey Resources (NJR) as of Q4 2020, up from 252 in Q3 2020.
  • Funds reported $2.54B of New Jersey Resources stock for Q4 2020, up 35% quarter-over-quarter.
  • 46 funds opened new New Jersey Resources positions in Q4 2020 and 29 closed out, a net change of +17 holders.
  • The largest New Jersey Resources buyer in Q4 2020 was BlackRock, an estimated $35M added.
  • The largest New Jersey Resources seller in Q4 2020 was State Street, an estimated $21.6M sold.

Based on aggregated 13F filings for Q4 2020.