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New Jersey Resources

232 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.

New
Increased
Maintained
Reduced
Closed

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 (+$284M)

7% more funds holding

Funds holding: 217232 (+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: 10 (-1)

Holders
232
Holders Change
+15
Holders Change %
+6.91%
% of All Funds
6.19%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
69
Reduced
80
Closed
17
Calls
$496K
Puts
$12K
Net Calls
+$484K
Net Calls Change
+$535K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$347M +$23.8M +835,548 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$213M -$4.14M -145,672 -2%
BIT
3
BlackRock Institutional Trust
California
$64.7M -$15.1M -532,398 -20%
State Street
4
State Street
Massachusetts
$59.6M +$939K +33,020 +2%
Ameriprise
5
Ameriprise
Minnesota
$51.3M +$552K +19,422 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$41.4M +$2.51M +88,386 +7%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$37.2M -$2.01M -70,760 -5%
CCM
8
Channing Capital Management
Illinois
$35.9M +$2.72M +95,632 +9%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$35.5M -$2.65M -93,272 -7%
Goldman Sachs
10
Goldman Sachs
New York
$34.4M +$28.2M +992,452 +745%
Northern Trust
11
Northern Trust
Illinois
$29.8M -$1.2M -42,052 -4%
BTW
12
Boston Trust Walden
Massachusetts
$24.3M -$8.39M -295,220 -27%
HAI
13
Hennessy Advisors Inc
California
$22M -$978K -34,400 -5%
Norges Bank
14
Norges Bank
Norway
$21.8M -$1.47M -51,720 -7%
Wells Fargo
15
Wells Fargo
California
$21.2M +$1.53M +53,756 +8%
Principal Financial Group
16
Principal Financial Group
Iowa
$16.2M -$27.1K -952 -0.2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$15.4M +$68.6K +2,412 +0.5%
JP Morgan Chase
18
JP Morgan Chase
New York
$14.7M -$773K -27,192 -5%
Morgan Stanley
19
Morgan Stanley
New York
$14.2M -$2.45M -86,064 -16%
American Century Companies
20
American Century Companies
Missouri
$14.1M -$10.7M -375,082 -45%
TCIM
21
TIAA CREF Investment Management
New York
$13.9M -$564K -19,832 -4%
LM
22
Luminus Management
Texas
$13.8M
CCM
23
Copeland Capital Management
Pennsylvania
$13.8M +$12.8M +449,446 New
NI
24
Numeric Investors
Massachusetts
$13M +$1.2M +42,200 +11%
Lazard Asset Management
25
Lazard Asset Management
New York
$11.6M +$10.8M +380,194 New

NJR Hedge Fund Activity: Q4 2014 in Review

232 of the 3,749 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.

  • 232 institutional investors held New Jersey Resources (NJR) as of Q4 2014, up from 217 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.