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New Jersey Resources

250 hedge funds and large institutions have $2.21B invested in New Jersey Resources in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 94 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

52% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 62

5% more funds holding

Funds holding: 239250 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.87% less ownership

Funds ownership: 65.15%64.28% (-0.87%)

1% less capital invested

Capital invested by funds: $2.23B → $2.21B (-$21.2M)

Holders
250
Holders Change
+11
Holders Change %
+4.6%
% of All Funds
6.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
94
Reduced
62
Closed
19
Calls
$349K
Puts
Net Calls
+$349K
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$457M -$6.14M -149,711 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$332M +$4.06M +99,093 +1%
State Street
3
State Street
Massachusetts
$292M -$284K -6,928 -0.1%
Goldman Sachs
4
Goldman Sachs
New York
$109M -$14.9M -362,701 -12%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$67.4M -$14.9K -363 -0%
Northern Trust
6
Northern Trust
Illinois
$54.3M +$879K +21,435 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$53.5M +$3.1M +75,667 +6%
Ameriprise
8
Ameriprise
Minnesota
$49.5M +$541K +13,199 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$49M +$522K +12,727 +1%
Wells Fargo
10
Wells Fargo
California
$38.6M +$1.84M +44,743 +5%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$37.7M -$3.28M -79,954 -8%
EIP
12
Energy Income Partners
Connecticut
$34.2M -$4.13M -100,719 -10%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$27.1M +$734K +17,890 +3%
Victory Capital Management
14
Victory Capital Management
Texas
$23.7M +$365K +8,895 +2%
Charles Schwab
15
Charles Schwab
California
$21M +$1.04M +25,358 +5%
BTW
16
Boston Trust Walden
Massachusetts
$20.7M -$4.32M -105,372 -17%
Citadel Advisors
17
Citadel Advisors
Florida
$20.3M -$7.77M -189,514 -27%
Millennium Management
18
Millennium Management
New York
$20.1M -$16.1M -392,390 -44%
HAI
19
Hennessy Advisors Inc
California
$19.6M -$564K -13,750 -3%
First Trust Advisors
20
First Trust Advisors
Illinois
$19.5M +$261K +6,373 +1%
ProShare Advisors
21
ProShare Advisors
Maryland
$16.5M -$1.91M -46,456 -10%
KCM
22
Kennedy Capital Management
Missouri
$15.4M -$2.39M -58,335 -13%
CIM
23
Confluence Investment Management
Missouri
$14.9M +$324K +7,891 +2%
JP Morgan Chase
24
JP Morgan Chase
New York
$14.7M +$409K +9,965 +3%
Principal Financial Group
25
Principal Financial Group
Iowa
$14.5M +$673K +16,417 +5%

NJR Hedge Fund Activity: Q2 2017 in Review

250 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2017, worth a combined $2.21B — down 0.95% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NJR positions and 19 closed out — a net gain of 13 holders — while 94 added to existing stakes and 62 trimmed.

The largest buyer was Asset Management One, adding an estimated $8.3M. The largest seller was Millennium Management, cutting an estimated $16.1M.

  • 250 institutional investors held New Jersey Resources (NJR) as of Q2 2017, up from 239 in Q1 2017.
  • Funds reported $2.21B of New Jersey Resources stock for Q2 2017, down 0.95% quarter-over-quarter.
  • 32 funds opened new New Jersey Resources positions in Q2 2017 and 19 closed out, a net change of +13 holders.
  • The largest New Jersey Resources buyer in Q2 2017 was Asset Management One, an estimated $8.3M added.
  • The largest New Jersey Resources seller in Q2 2017 was Millennium Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2017.