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New Jersey Resources

272 hedge funds and large institutions have $2.64B invested in New Jersey Resources in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 76 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $300K

41% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 76

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

13% more capital invested

Capital invested by funds: $2.33B → $2.64B (+$307M)

3% more funds holding

Funds holding: 264272 (+8)

0.84% more ownership

Funds ownership: 66.43%67.26% (+0.84%)

Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
6.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
107
Reduced
76
Closed
25
Calls
$1.27M
Puts
$300K
Net Calls
+$975K
Net Calls Change
+$349K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$526M +$13.7M +323,801 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$405M +$11.2M +265,074 +3%
State Street
3
State Street
Massachusetts
$323M -$13.1M -309,447 -4%
Goldman Sachs
4
Goldman Sachs
New York
$95.6M -$23.5M -556,698 -21%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$93.4M +$20.2M +479,304 +30%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$80M +$8.45M +200,006 +13%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$70M -$612K -14,495 -0.9%
Northern Trust
8
Northern Trust
Illinois
$59.4M +$1.07M +25,394 +2%
Ameriprise
9
Ameriprise
Minnesota
$55.5M +$108K +2,549 +0.2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$49.4M +$6.9M +163,226 +17%
Wells Fargo
11
Wells Fargo
California
$47.9M +$2.92M +69,099 +7%
EIP
12
Energy Income Partners
Connecticut
$40.6M -$3.87M -91,692 -9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$35.8M +$3.2M +75,773 +10%
Charles Schwab
14
Charles Schwab
California
$29.6M +$1.82M +43,033 +7%
TA
15
Teachers Advisors
New York
$29.4M -$195K -4,606 -0.7%
Victory Capital Management
16
Victory Capital Management
Texas
$28.8M +$948K +22,451 +4%
BTW
17
Boston Trust Walden
Massachusetts
$25.3M +$117K +2,776 +0.5%
First Trust Advisors
18
First Trust Advisors
Illinois
$23.4M -$2.52M -59,621 -10%
Renaissance Technologies
19
Renaissance Technologies
New York
$23.4M -$2.97M -70,400 -12%
Invesco
20
Invesco
Georgia
$20M +$287K +6,798 +2%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$18.5M -$871K -20,618 -5%
CIM
22
Confluence Investment Management
Missouri
$18.3M +$530K +12,538 +3%
KCM
23
Kennedy Capital Management
Missouri
$18M -$586K -13,874 -3%
Principal Financial Group
24
Principal Financial Group
Iowa
$17.5M +$449K +10,640 +3%
Millennium Management
25
Millennium Management
New York
$17.3M +$3.02M +71,545 +23%

NJR Hedge Fund Activity: Q2 2018 in Review

272 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2018, worth a combined $2.64B — up 13% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new NJR positions and 25 closed out — a net gain of 10 holders — while 107 added to existing stakes and 76 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $20.2M. The largest seller was Goldman Sachs, cutting an estimated $23.5M.

  • 272 institutional investors held New Jersey Resources (NJR) as of Q2 2018, up from 264 in Q1 2018.
  • Funds reported $2.64B of New Jersey Resources stock for Q2 2018, up 13% quarter-over-quarter.
  • 35 funds opened new New Jersey Resources positions in Q2 2018 and 25 closed out, a net change of +10 holders.
  • The largest New Jersey Resources buyer in Q2 2018 was Wellington Management Group, an estimated $20.2M added.
  • The largest New Jersey Resources seller in Q2 2018 was Goldman Sachs, an estimated $23.5M sold.

Based on aggregated 13F filings for Q2 2018.