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New Jersey Resources

250 hedge funds and large institutions have $2.33B invested in New Jersey Resources in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 82 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $464K

21% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 68

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

6% more capital invested

Capital invested by funds: $2.21B → $2.33B (+$125M)

0% more funds holding

Funds holding: 250250 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.39% less ownership

Funds ownership: 64.28%63.89% (-0.39%)

Holders
250
Holders Change
Holders Change %
0%
% 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
27
Increased
82
Reduced
68
Closed
24
Calls
$1.11M
Puts
$464K
Net Calls
+$649K
Net Calls Change
+$300K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$485M -$424K -10,038 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$365M +$12.3M +291,362 +3%
State Street
3
State Street
Massachusetts
$285M -$24.7M -584,421 -8%
Goldman Sachs
4
Goldman Sachs
New York
$105M -$10.3M -243,840 -9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$70.8M -$758K -17,930 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$56.8M +$29.6K +701 +0.1%
Northern Trust
7
Northern Trust
Illinois
$56.7M -$927K -21,914 -2%
Ameriprise
8
Ameriprise
Minnesota
$54.6M +$2.02M +47,748 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$53.6M +$1.61M +38,004 +3%
Wells Fargo
10
Wells Fargo
California
$40.1M -$966K -22,853 -2%
EIP
11
Energy Income Partners
Connecticut
$37.3M +$997K +23,566 +3%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$34.7M -$5.34M -126,209 -13%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$29.5M +$778K +18,394 +3%
Millennium Management
14
Millennium Management
New York
$28.6M +$7.28M +172,086 +34%
BTW
15
Boston Trust Walden
Massachusetts
$25.3M +$3.26M +77,196 +15%
Victory Capital Management
16
Victory Capital Management
Texas
$25.2M +$63K +1,490 +0.2%
Charles Schwab
17
Charles Schwab
California
$23.4M +$1.13M +26,780 +5%
First Trust Advisors
18
First Trust Advisors
Illinois
$21.2M +$561K +13,264 +3%
HAI
19
Hennessy Advisors Inc
California
$19.4M -$1.35M -32,000 -6%
Morgan Stanley
20
Morgan Stanley
New York
$18.7M +$4.19M +98,978 +29%
ProShare Advisors
21
ProShare Advisors
Maryland
$17.3M -$214K -5,067 -1%
CIM
22
Confluence Investment Management
Missouri
$16.2M +$413K +9,774 +3%
KCM
23
Kennedy Capital Management
Missouri
$15.7M -$604K -14,273 -4%
Principal Financial Group
24
Principal Financial Group
Iowa
$15.6M +$242K +5,726 +2%
Citadel Advisors
25
Citadel Advisors
Florida
$15.4M -$6.13M -145,031 -28%

NJR Hedge Fund Activity: Q3 2017 in Review

250 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q3 2017, worth a combined $2.33B — up 5.7% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NJR positions and 24 closed out — a net gain of 3 holders — while 82 added to existing stakes and 68 trimmed.

The largest buyer was Vanguard Group, adding an estimated $12.3M. The largest seller was State Street, cutting an estimated $24.7M.

  • 250 institutional investors held New Jersey Resources (NJR) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $2.33B of New Jersey Resources stock for Q3 2017, up 5.7% quarter-over-quarter.
  • 27 funds opened new New Jersey Resources positions in Q3 2017 and 24 closed out, a net change of +3 holders.
  • The largest New Jersey Resources buyer in Q3 2017 was Vanguard Group, an estimated $12.3M added.
  • The largest New Jersey Resources seller in Q3 2017 was State Street, an estimated $24.7M sold.

Based on aggregated 13F filings for Q3 2017.