New Jersey Resources
226 hedge funds and large institutions have $1.51B invested in New Jersey Resources in 2014 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 20 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
140% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 20
27% more capital invested
Capital invested by funds: $1.19B → $1.51B (+$323M)
22% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 59
14% more funds holding
Funds holding: 199 → 226 (+27)
12.19% more ownership
Funds ownership: 113.6% → 125.79% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$25.2M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$19.9M |
| 3 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$18.8M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$17.1M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$15.1M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$6.29M |
| 3 |
WHRC
W.H. Reaves & Co
Jersey City,
New Jersey
|
-$6.17M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.01M |
| 5 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
-$5.4M |
NJR Hedge Fund Activity: Q2 2014 in Review
226 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2014, worth a combined $1.51B — up 27% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new NJR positions and 20 closed out — a net gain of 28 holders — while 72 added to existing stakes and 59 trimmed.
The largest buyer was Vanguard Group, adding an estimated $25.2M. The largest seller was Lord, Abbett & Co, cutting an estimated $15.1M.
- 226 institutional investors held New Jersey Resources (NJR) as of Q2 2014, up from 199 in Q1 2014.
- Funds reported $1.51B of New Jersey Resources stock for Q2 2014, up 27% quarter-over-quarter.
- 48 funds opened new New Jersey Resources positions in Q2 2014 and 20 closed out, a net change of +28 holders.
- The largest New Jersey Resources buyer in Q2 2014 was Vanguard Group, an estimated $25.2M added.
- The largest New Jersey Resources seller in Q2 2014 was Lord, Abbett & Co, an estimated $15.1M sold.
Based on aggregated 13F filings for Q2 2014.