New Jersey Resources
199 hedge funds and large institutions have $1.19B invested in New Jersey Resources in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 12 closing their positions.
208% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 12
14% more funds holding
Funds holding: 175 → 199 (+24)
11% more capital invested
Capital invested by funds: $1.08B → $1.19B (+$113M)
2.66% more ownership
Funds ownership: 110.94% → 113.6% (+2.7%)
9% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 56
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $75K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$8.93M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$6.69M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$6.38M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.85M |
| 5 |
Morgan Stanley
New York
|
+$5.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$12.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$6.24M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$4.96M |
| 4 |
Goldman Sachs
New York
|
-$3.72M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.8M |
NJR Hedge Fund Activity: Q1 2014 in Review
199 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2014, worth a combined $1.19B — up 11% from $1.08B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new NJR positions and 12 closed out — a net gain of 25 holders — while 61 added to existing stakes and 56 trimmed.
The largest buyer was Channing Capital Management, opening a new position worth an estimated $8.93M. The largest seller was AJO LP, cutting an estimated $12.7M.
- 199 institutional investors held New Jersey Resources (NJR) as of Q1 2014, up from 175 in Q4 2013.
- Funds reported $1.19B of New Jersey Resources stock for Q1 2014, up 11% quarter-over-quarter.
- 37 funds opened new New Jersey Resources positions in Q1 2014 and 12 closed out, a net change of +25 holders.
- The largest New Jersey Resources buyer in Q1 2014 was Channing Capital Management, an estimated $8.93M added.
- The largest New Jersey Resources seller in Q1 2014 was AJO LP, an estimated $12.7M sold.
Based on aggregated 13F filings for Q1 2014.