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New Jersey Resources

174 hedge funds and large institutions have $1.08B invested in New Jersey Resources in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $139K | Put options by funds: $74K

28% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 53

8% more capital invested

Capital invested by funds: $1B → $1.08B (+$76.2M)

1.01% more ownership

Funds ownership: 109.93%110.94% (+1%)

0% more funds holding

Funds holding: 174174 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

Holders
174
Holders Change
Holders Change %
0%
% of All Funds
5.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
68
Reduced
53
Closed
18
Calls
$139K
Puts
$74K
Net Calls
+$65K
Net Calls Change
-$63K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$246M +$13.3M +593,014 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$123M +$4.19M +186,370 +4%
BIT
3
BlackRock Institutional Trust
California
$49.9M +$2.17M +96,620 +5%
State Street
4
State Street
Massachusetts
$46.1M -$479K -21,292 -1%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$41.2M -$7.11M -316,034 -15%
BTW
6
Boston Trust Walden
Massachusetts
$39.4M -$2.54M -112,686 -6%
Ameriprise
7
Ameriprise
Minnesota
$36.8M +$716K +31,816 +2%
Northern Trust
8
Northern Trust
Illinois
$28.8M -$1.17M -51,942 -4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$27.3M +$854K +37,956 +3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$23.8M +$1.06M +47,298 +5%
Wells Fargo
11
Wells Fargo
California
$22.8M +$9.79M +435,198 +79%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$22.4M +$236K +10,500 +1%
Norges Bank
13
Norges Bank
Norway
$17.7M
Fidelity Investments
14
Fidelity Investments
Massachusetts
$15.8M +$1.91M +84,800 +14%
Prudential Financial
15
Prudential Financial
New Jersey
$15.3M +$7.05M +313,300 +90%
TA
16
Teachers Advisors
New York
$14M +$345K +15,328 +3%
AL
17
AJO LP
Pennsylvania
$13.1M +$513K +22,800 +4%
HAI
18
Hennessy Advisors Inc
California
$12.2M +$2.23M +99,000 +23%
Principal Financial Group
19
Principal Financial Group
Iowa
$11.8M +$851K +37,830 +8%
JP Morgan Chase
20
JP Morgan Chase
New York
$11.1M -$2.21M -98,022 -17%
TCIM
21
TIAA CREF Investment Management
New York
$10.4M -$233K -10,334 -2%
Invesco
22
Invesco
Georgia
$10M +$138K +6,144 +1%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$9.64M +$1.01M +44,934 +12%
First Trust Advisors
24
First Trust Advisors
Illinois
$9.56M +$1.43M +63,566 +18%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$9.35M -$20.7K -918 -0.2%

NJR Hedge Fund Activity: Q4 2013 in Review

174 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2013, worth a combined $1.08B — up 7.6% from $1B a quarter earlier.

Fund positioning in NJR was balanced in Q4 2013: 18 funds opened new positions, 18 closed out, 68 added to existing stakes and 53 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $13.3M. The largest seller was Lord, Abbett & Co, cutting an estimated $7.11M.

  • 174 institutional investors held New Jersey Resources (NJR) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $1.08B of New Jersey Resources stock for Q4 2013, up 7.6% quarter-over-quarter.
  • 18 funds opened new New Jersey Resources positions in Q4 2013 and 18 closed out, a net change of 0 holders.
  • The largest New Jersey Resources buyer in Q4 2013 was BlackRock Fund Advisors, an estimated $13.3M added.
  • The largest New Jersey Resources seller in Q4 2013 was Lord, Abbett & Co, an estimated $7.11M sold.

Based on aggregated 13F filings for Q4 2013.