New Jersey Resources
233 hedge funds and large institutions have $1.57B invested in New Jersey Resources in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 80 reducing their positions, and 17 closing their positions.
4,033% more call options, than puts
Call options by funds: $496K | Put options by funds: $12K
118% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 17
22% more capital invested
Capital invested by funds: $1.28B → $1.57B (+$285M)
7% more funds holding
Funds holding: 218 → 233 (+15)
0.82% more ownership
Funds ownership: 120.46% → 121.28% (+0.82%)
14% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 80
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$28.2M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$23.8M |
| 3 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$12.8M |
| 4 |
Lazard Asset Management
New York
|
+$10.8M |
| 5 |
KBC Group
Brussels,
Belgium
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$17.4M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$15.1M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$10.7M |
| 4 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$8.39M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$5.69M |
NJR Hedge Fund Activity: Q4 2014 in Review
233 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2014, worth a combined $1.57B — up 22% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new NJR positions and 17 closed out — a net gain of 20 holders — while 69 added to existing stakes and 80 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $28.2M. The largest seller was Westwood Holdings Group, cutting an estimated $17.4M.
- 233 institutional investors held New Jersey Resources (NJR) as of Q4 2014, up from 218 in Q3 2014.
- Funds reported $1.57B of New Jersey Resources stock for Q4 2014, up 22% quarter-over-quarter.
- 37 funds opened new New Jersey Resources positions in Q4 2014 and 17 closed out, a net change of +20 holders.
- The largest New Jersey Resources buyer in Q4 2014 was Goldman Sachs, an estimated $28.2M added.
- The largest New Jersey Resources seller in Q4 2014 was Westwood Holdings Group, an estimated $17.4M sold.
Based on aggregated 13F filings for Q4 2014.