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New Jersey Resources
NJR

251 hedge funds and large institutions have $1.92B invested in New Jersey Resources in 2016 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

36% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 67

12% more capital invested

Capital invested by funds: $1.7B → $1.92B (+$213M)

4% more funds holding

Funds holding: 242 → 251 (+9)

2.07% more ownership

Funds ownership: 60.53% → 62.6% (+2.1%)

Holders
251
Holders Change
+9
Holders Change %
+3.72%
% of All Funds
6.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
91
Reduced
67
Closed
23
Calls
$729K
Puts
–
Net Calls
+$729K
Net Calls Change
-$109K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$22.4M
2
Victory Capital Management
Victory Capital Management
Texas
+$19M
3
Goldman Sachs
Goldman Sachs
New York
+$17.9M
4
EIP
Energy Income Partners
Connecticut
+$16.1M
5
WHRC
W.H. Reaves & Co
New Jersey
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$20.3M
2
State Street
State Street
Massachusetts
-$18.8M
3
Millennium Management
Millennium Management
New York
-$11.4M
4
Invesco
Invesco
Georgia
-$11.3M
5
Norges Bank
Norges Bank
Norway
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$276M +$8.78M +258,632 +3%
BFA
2
BlackRock Fund Advisors
California
$272M +$22.4M +659,587 +9%
State Street
3
State Street
Massachusetts
$228M -$18.8M -554,430 -8%
BIT
4
BlackRock Institutional Trust
California
$90.3M +$1.94M +57,008 +2%
Goldman Sachs
5
Goldman Sachs
New York
$79.6M +$17.9M +526,236 +31%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$59.7M +$230K +6,789 +0.4%
Northern Trust
7
Northern Trust
Illinois
$46.9M +$536K +15,790 +1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$46.8M +$2M +58,867 +5%
Ameriprise
9
Ameriprise
Minnesota
$41.6M +$777K +22,881 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$41.2M +$1.78M +52,417 +5%
EIP
11
Energy Income Partners
Connecticut
$38M +$16.1M +475,623 +80%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$36M -$1.18M -34,747 -3%
Wells Fargo
13
Wells Fargo
California
$31.4M +$3.95M +116,267 +15%
Adage Capital Partners
14
Adage Capital Partners
Massachusetts
$28.5M -$20.3M -596,908 -43%
BTW
15
Boston Trust Walden
Massachusetts
$24M -$661K -19,461 -3%
BIM
16
BlackRock Investment Management
Delaware
$23.4M +$1.18M +34,706 +6%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$22.1M +$551K +16,236 +3%
Millennium Management
18
Millennium Management
New York
$20.8M -$11.4M -335,899 -36%
Victory Capital Management
19
Victory Capital Management
Texas
$19.8M +$19M +558,656 New
Morgan Stanley
20
Morgan Stanley
New York
$18.9M +$10M +294,597 +124%
HAI
21
Hennessy Advisors Inc
California
$17.6M -$1.21M -35,500 -7%
Charles Schwab
22
Charles Schwab
California
$16.8M +$187K +5,506 +1%
First Trust Advisors
23
First Trust Advisors
Illinois
$15.3M +$1.57M +46,196 +12%
JP Morgan Chase
24
JP Morgan Chase
New York
$14.9M +$992K +29,208 +7%
Norges Bank
25
Norges Bank
Norway
$14.4M -$10.9M -321,605 -44%
1
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NJR Hedge Fund Activity: Q4 2016 in Review

251 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2016, worth a combined $1.92B — up 12% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NJR positions and 23 closed out — a net gain of 14 holders — while 91 added to existing stakes and 67 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $22.4M. The largest seller was Adage Capital Partners, cutting an estimated $20.3M.

  • 251 institutional investors held New Jersey Resources (NJR) as of Q4 2016, up from 242 in Q3 2016.
  • Funds reported $1.92B of New Jersey Resources stock for Q4 2016, up 12% quarter-over-quarter.
  • 37 funds opened new New Jersey Resources positions in Q4 2016 and 23 closed out, a net change of +14 holders.
  • The largest New Jersey Resources buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $22.4M added.
  • The largest New Jersey Resources seller in Q4 2016 was Adage Capital Partners, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2016.