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New Jersey Resources

276 hedge funds and large institutions have $2.26B invested in New Jersey Resources in 2017 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more call options, than puts

Call options by funds: $707K | Put options by funds: $515K

14% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 76

10% more funds holding

Funds holding: 250276 (+26)

0.76% more ownership

Funds ownership: 63.89%64.64% (+0.76%)

3% less capital invested

Capital invested by funds: $2.33B → $2.26B (-$71.9M)

Holders
276
Holders Change
+26
Holders Change %
+10.4%
% of All Funds
6.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
48
Increased
87
Reduced
76
Closed
21
Calls
$707K
Puts
$515K
Net Calls
+$192K
Net Calls Change
-$457K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$469M +$6.75M +157,140 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$349M +$1.22M +28,416 +0.3%
State Street
3
State Street
Massachusetts
$240M -$33.8M -787,740 -12%
Goldman Sachs
4
Goldman Sachs
New York
$91.4M -$9.6M -223,418 -9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$62.4M -$5.55M -129,198 -8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$61.3M +$7.59M +176,706 +13%
Northern Trust
7
Northern Trust
Illinois
$52M -$2.26M -52,590 -4%
Ameriprise
8
Ameriprise
Minnesota
$51.4M -$835K -19,428 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$50.9M -$289K -6,736 -0.5%
Millennium Management
10
Millennium Management
New York
$46M +$20M +464,501 +68%
EIP
11
Energy Income Partners
Connecticut
$38.7M +$3.36M +78,208 +9%
Wells Fargo
12
Wells Fargo
California
$37.8M -$461K -10,729 -1%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$34M +$954K +22,198 +3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$28.3M +$185K +4,296 +0.6%
First Trust Advisors
15
First Trust Advisors
Illinois
$24.7M +$4.71M +109,597 +22%
Victory Capital Management
16
Victory Capital Management
Texas
$24.6M +$619K +14,406 +2%
BTW
17
Boston Trust Walden
Massachusetts
$23.7M -$383K -8,926 -1%
Charles Schwab
18
Charles Schwab
California
$23.3M +$1.03M +24,035 +4%
KCM
19
Kennedy Capital Management
Missouri
$18.9M +$4.15M +96,695 +26%
Morgan Stanley
20
Morgan Stanley
New York
$18.7M +$909K +21,165 +5%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$18.6M +$15.3M +356,716 +341%
JP Morgan Chase
22
JP Morgan Chase
New York
$18.4M +$4.72M +109,908 +32%
HAI
23
Hennessy Advisors Inc
California
$17.6M -$1.02M -23,700 -5%
ProShare Advisors
24
ProShare Advisors
Maryland
$17.3M +$837K +19,483 +5%
Invesco
25
Invesco
Georgia
$16.2M +$1.8M +41,837 +12%

NJR Hedge Fund Activity: Q4 2017 in Review

276 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2017, worth a combined $2.26B — down 3.1% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NJR positions and 21 closed out — a net gain of 27 holders — while 87 added to existing stakes and 76 trimmed.

The largest buyer was Millennium Management, adding an estimated $20M. The largest seller was State Street, cutting an estimated $33.8M.

  • 276 institutional investors held New Jersey Resources (NJR) as of Q4 2017, up from 250 in Q3 2017.
  • Funds reported $2.26B of New Jersey Resources stock for Q4 2017, down 3.1% quarter-over-quarter.
  • 48 funds opened new New Jersey Resources positions in Q4 2017 and 21 closed out, a net change of +27 holders.
  • The largest New Jersey Resources buyer in Q4 2017 was Millennium Management, an estimated $20M added.
  • The largest New Jersey Resources seller in Q4 2017 was State Street, an estimated $33.8M sold.

Based on aggregated 13F filings for Q4 2017.