We are live on ! Find out more
NJR icon

New Jersey Resources

256 hedge funds and large institutions have $1.85B invested in New Jersey Resources in 2016 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

23,025% more call options, than puts

Call options by funds: $925K | Put options by funds: $4K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

11% more capital invested

Capital invested by funds: $1.66B → $1.85B (+$189M)

6% more funds holding

Funds holding: 241256 (+15)

1.62% more ownership

Funds ownership: 58.7%60.32% (+1.6%)

17% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 87

Holders
256
Holders Change
+15
Holders Change %
+6.22%
% of All Funds
6.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
44
Increased
72
Reduced
87
Closed
28
Calls
$925K
Puts
$4K
Net Calls
+$921K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$276M -$6.79M -195,880 -3%
BFA
2
BlackRock Fund Advisors
California
$232M -$53.8M -1,550,869 -20%
State Street
3
State Street
Massachusetts
$188M +$117M +3,381,888 +190%
BIT
4
BlackRock Institutional Trust
California
$93.6M +$17.5M +505,468 +24%
Goldman Sachs
5
Goldman Sachs
New York
$84.7M -$438K -12,651 -0.5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$57.8M +$249K +7,180 +0.5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$45.4M +$7.11M +205,162 +20%
Northern Trust
8
Northern Trust
Illinois
$45.2M +$9.44M +272,301 +28%
Ameriprise
9
Ameriprise
Minnesota
$43.9M -$21M -604,963 -33%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$39.7M -$2.7M -77,959 -7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$39.4M -$13.7M -396,492 -27%
EIP
12
Energy Income Partners
Connecticut
$34.8M -$1.15M -33,048 -3%
Norges Bank
13
Norges Bank
Norway
$29.6M -$2.48M -71,462 -8%
JP Morgan Chase
14
JP Morgan Chase
New York
$27.9M -$4.97M -143,310 -16%
AAM
15
Ardevora Asset Management
United Kingdom
$25.6M +$2.32M +67,000 +11%
Wells Fargo
16
Wells Fargo
California
$25.2M -$3.04M -87,846 -11%
BIM
17
BlackRock Investment Management
Delaware
$21.6M +$6.92M +199,777 +51%
BTW
18
Boston Trust Walden
Massachusetts
$19.7M -$363K -10,476 -2%
GT
19
Glenmede Trust
Pennsylvania
$17.1M -$2.48M -71,472 -13%
RFC
20
Russell Frank Company
Washington
$16.8M +$5.9M +170,234 +59%
Millennium Management
21
Millennium Management
New York
$16.4M +$3.43M +98,913 +28%
HAI
22
Hennessy Advisors Inc
California
$15.8M -$728K -21,000 -5%
Charles Schwab
23
Charles Schwab
California
$15.6M +$1.25M +36,158 +9%
Lazard Asset Management
24
Lazard Asset Management
New York
$12.8M -$5.53M -159,680 -31%
Prudential Financial
25
Prudential Financial
New Jersey
$11.2M -$362K -10,440 -3%

NJR Hedge Fund Activity: Q1 2016 in Review

256 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2016, worth a combined $1.85B — up 11% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new NJR positions and 28 closed out — a net gain of 16 holders — while 72 added to existing stakes and 87 trimmed.

The largest buyer was State Street, adding an estimated $117M. The largest seller was BlackRock Fund Advisors, cutting an estimated $53.8M.

  • 256 institutional investors held New Jersey Resources (NJR) as of Q1 2016, up from 241 in Q4 2015.
  • Funds reported $1.85B of New Jersey Resources stock for Q1 2016, up 11% quarter-over-quarter.
  • 44 funds opened new New Jersey Resources positions in Q1 2016 and 28 closed out, a net change of +16 holders.
  • The largest New Jersey Resources buyer in Q1 2016 was State Street, an estimated $117M added.
  • The largest New Jersey Resources seller in Q1 2016 was BlackRock Fund Advisors, an estimated $53.8M sold.

Based on aggregated 13F filings for Q1 2016.