We are live on ! Find out more
NJR icon

New Jersey Resources

237 hedge funds and large institutions have $1.59B invested in New Jersey Resources in 2015 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

18% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 71

2% more funds holding

Funds holding: 232237 (+5)

2% more capital invested

Capital invested by funds: $1.57B → $1.59B (+$25.5M)

61.23% less ownership

Funds ownership: 121.28%60.05% (-61%)

Holders
237
Holders Change
+5
Holders Change %
+2.16%
% of All Funds
6.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
84
Reduced
71
Closed
24
Calls
$322K
Puts
Net Calls
+$322K
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$250M +$34M +1,084,409 +16%
BFA
2
BlackRock Fund Advisors
California
$238M -$116M -3,694,199 -33%
BIT
3
BlackRock Institutional Trust
California
$67.4M +$1.75M +55,872 +3%
State Street
4
State Street
Massachusetts
$60.1M -$398K -12,679 -0.7%
Goldman Sachs
5
Goldman Sachs
New York
$56.3M +$21.5M +686,089 +61%
Ameriprise
6
Ameriprise
Minnesota
$49.6M -$2.45M -78,048 -5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$48.2M +$12.3M +391,512 +34%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$45.1M +$3.14M +100,137 +7%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$35.6M -$2.22M -70,691 -6%
Northern Trust
10
Northern Trust
Illinois
$30M -$325K -10,362 -1%
CCM
11
Channing Capital Management
Illinois
$28.5M -$8.03M -256,025 -22%
JP Morgan Chase
12
JP Morgan Chase
New York
$28M +$13.2M +419,435 +87%
Morgan Stanley
13
Morgan Stanley
New York
$25.5M +$11.2M +356,471 +77%
BTW
14
Boston Trust Walden
Massachusetts
$23.8M -$851K -27,124 -3%
Norges Bank
15
Norges Bank
Norway
$23.4M +$1.26M +40,000 +6%
HAI
16
Hennessy Advisors Inc
California
$22.6M +$282K +9,000 +1%
Wells Fargo
17
Wells Fargo
California
$21.1M -$341K -10,866 -2%
American Century Companies
18
American Century Companies
Missouri
$19.4M +$5.07M +161,472 +35%
Prudential Financial
19
Prudential Financial
New Jersey
$19.3M +$8.15M +259,800 +72%
Adage Capital Partners
20
Adage Capital Partners
Massachusetts
$17.7M +$17.9M +570,600 New
Principal Financial Group
21
Principal Financial Group
Iowa
$17M +$581K +18,527 +4%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$16.4M +$716K +22,826 +5%
LM
23
Luminus Management
Texas
$14M
CCM
24
Copeland Capital Management
Pennsylvania
$14M +$4.24K +135 +0%
TCIM
25
TIAA CREF Investment Management
New York
$13.9M -$164K -5,230 -1%

NJR Hedge Fund Activity: Q1 2015 in Review

237 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2015, worth a combined $1.59B — up 1.6% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NJR positions and 24 closed out — a net gain of 8 holders — while 84 added to existing stakes and 71 trimmed.

The largest buyer was Vanguard Group, adding an estimated $34M. The largest seller was BlackRock Fund Advisors, cutting an estimated $116M.

  • 237 institutional investors held New Jersey Resources (NJR) as of Q1 2015, up from 232 in Q4 2014.
  • Funds reported $1.59B of New Jersey Resources stock for Q1 2015, up 1.6% quarter-over-quarter.
  • 32 funds opened new New Jersey Resources positions in Q1 2015 and 24 closed out, a net change of +8 holders.
  • The largest New Jersey Resources buyer in Q1 2015 was Vanguard Group, an estimated $34M added.
  • The largest New Jersey Resources seller in Q1 2015 was BlackRock Fund Advisors, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2015.