New Jersey Resources
249 hedge funds and large institutions have $2.03B invested in New Jersey Resources in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 84 increasing their positions, 82 reducing their positions, and 27 closing their positions.
438% more call options, than puts
Call options by funds: $1.02M | Put options by funds: $189K
8% more capital invested
Capital invested by funds: $1.89B → $2.03B (+$147M)
1.04% more ownership
Funds ownership: 60.32% → 61.36% (+1%)
2% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 82
3% less funds holding
Funds holding: 257 → 249 (-8)
26% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 27
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$80.5M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$18M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$11.5M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$6.5M |
| 5 |
LAM
Lebenthal Asset Management
New York
|
+$4.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$13.4M |
| 2 |
Goldman Sachs
New York
|
-$13.1M |
| 3 |
HAM
Hillcrest Asset Management
Plano,
Texas
|
-$10.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$9.55M |
| 5 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$6.75M |
NJR Hedge Fund Activity: Q2 2016 in Review
249 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2016, worth a combined $2.03B — up 7.8% from $1.89B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of NJR and 20 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 84 added.
The largest buyer was State Street, adding an estimated $80.5M. The largest seller was JP Morgan Chase, cutting an estimated $13.4M.
- 249 institutional investors held New Jersey Resources (NJR) as of Q2 2016, down from 257 in Q1 2016.
- Funds reported $2.03B of New Jersey Resources stock for Q2 2016, up 7.8% quarter-over-quarter.
- 20 funds opened new New Jersey Resources positions in Q2 2016 and 27 closed out, a net change of -7 holders.
- The largest New Jersey Resources buyer in Q2 2016 was State Street, an estimated $80.5M added.
- The largest New Jersey Resources seller in Q2 2016 was JP Morgan Chase, an estimated $13.4M sold.
Based on aggregated 13F filings for Q2 2016.