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New Jersey Resources
NJR

239 hedge funds and large institutions have $2.23B invested in New Jersey Resources in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $1.92B → $2.23B (+$312M)

15% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 75

2.55% more ownership

Funds ownership: 62.6% → 65.15% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 251 → 239 (-12)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

Holders
239
Holders Change
-12
Holders Change %
-4.78%
% of All Funds
5.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
86
Reduced
75
Closed
26
Calls
$1.78M
Puts
–
Net Calls
+$1.78M
Net Calls Change
+$1.05M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$431M
2
State Street
State Street
Massachusetts
+$35.4M
3
Goldman Sachs
Goldman Sachs
New York
+$32.5M
4
Citadel Advisors
Citadel Advisors
Florida
+$19.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$18.6M

Top Sellers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$28.5M
2
WHRC
W.H. Reaves & Co
New Jersey
-$11.2M
3
Norges Bank
Norges Bank
Norway
-$9.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.71M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$462M +$431M +11,430,170 +4,921%
Vanguard Group
2
Vanguard Group
Pennsylvania
$327M +$18.6M +491,794 +6%
State Street
3
State Street
Massachusetts
$291M +$35.4M +938,056 +15%
Goldman Sachs
4
Goldman Sachs
New York
$123M +$32.5M +860,703 +38%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$67.3M +$650K +17,238 +1%
Northern Trust
6
Northern Trust
Illinois
$53.3M +$983K +26,040 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$50.4M -$1.77M -46,830 -4%
Ameriprise
8
Ameriprise
Minnesota
$48.9M +$2.3M +60,846 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$48.4M +$2.28M +60,421 +5%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$40.7M +$500K +13,260 +1%
EIP
11
Energy Income Partners
Connecticut
$38.1M -$4.07M -107,990 -10%
Wells Fargo
12
Wells Fargo
California
$36.8M +$1.68M +44,538 +5%
Millennium Management
13
Millennium Management
New York
$35.6M +$11.9M +314,600 +54%
Citadel Advisors
14
Citadel Advisors
Florida
$27.7M +$19.6M +520,047 +289%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$26.3M +$1.53M +40,476 +6%
BTW
16
Boston Trust Walden
Massachusetts
$24.9M -$1.86M -49,222 -7%
Victory Capital Management
17
Victory Capital Management
Texas
$23.3M +$1.11M +29,483 +5%
HAI
18
Hennessy Advisors Inc
California
$20.1M +$472K +12,500 +3%
Charles Schwab
19
Charles Schwab
California
$19.9M +$1.15M +30,421 +6%
First Trust Advisors
20
First Trust Advisors
Illinois
$19.2M +$1.99M +52,683 +12%
ProShare Advisors
21
ProShare Advisors
Maryland
$18.3M +$10.3M +272,004 +143%
KCM
22
Kennedy Capital Management
Missouri
$17.7M +$7.41M +196,285 +79%
Morgan Stanley
23
Morgan Stanley
New York
$17.2M -$3.67M -97,388 -18%
CIM
24
Confluence Investment Management
Missouri
$14.5M +$825K +21,875 +6%
JP Morgan Chase
25
JP Morgan Chase
New York
$14.3M -$2.26M -59,860 -14%
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NJR Hedge Fund Activity: Q1 2017 in Review

239 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2017, worth a combined $2.23B — up 16% from $1.92B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of NJR and 19 opened new positions — a net loss of 7 holders — while 75 trimmed existing stakes and 86 added.

The largest buyer was BlackRock, adding an estimated $431M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $28.5M sold.

  • 239 institutional investors held New Jersey Resources (NJR) as of Q1 2017, down from 251 in Q4 2016.
  • Funds reported $2.23B of New Jersey Resources stock for Q1 2017, up 16% quarter-over-quarter.
  • 19 funds opened new New Jersey Resources positions in Q1 2017 and 26 closed out, a net change of -7 holders.
  • The largest New Jersey Resources buyer in Q1 2017 was BlackRock, an estimated $431M added.
  • The largest New Jersey Resources seller in Q1 2017 was Adage Capital Partners, an estimated $28.5M sold.

Based on aggregated 13F filings for Q1 2017.