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New Jersey Resources

278 hedge funds and large institutions have $2.72B invested in New Jersey Resources in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 79 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $895K | Put options by funds: $286K

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

15% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 79

3% more funds holding

Funds holding: 270278 (+8)

0.55% more ownership

Funds ownership: 66.76%67.31% (+0.55%)

0% more capital invested

Capital invested by funds: $2.71B → $2.72B (+$13.2M)

Holders
278
Holders Change
+8
Holders Change %
+2.96%
% of All Funds
6.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
91
Reduced
79
Closed
33
Calls
$895K
Puts
$286K
Net Calls
+$609K
Net Calls Change
-$64K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$573M +$25.4M +539,323 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$434M +$16.9M +359,058 +4%
State Street
3
State Street
Massachusetts
$283M -$15.4M -327,025 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$84.8M +$497K +10,534 +0.6%
Northern Trust
5
Northern Trust
Illinois
$84.6M +$23.2M +492,576 +36%
Goldman Sachs
6
Goldman Sachs
New York
$82.9M -$2.2M -46,610 -3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$78.8M -$48M -1,018,275 -37%
Wells Fargo
8
Wells Fargo
California
$56.6M +$6.46M +137,001 +12%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$56M -$1.6M -34,002 -3%
Ameriprise
10
Ameriprise
Minnesota
$51.8M -$6.96M -147,626 -12%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$50.2M +$423K +8,960 +0.8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$43.2M +$4.58M +97,045 +11%
Renaissance Technologies
13
Renaissance Technologies
New York
$43.1M +$13.5M +286,600 +44%
TA
14
Teachers Advisors
New York
$31.2M +$1.03M +21,737 +3%
Charles Schwab
15
Charles Schwab
California
$31.1M -$745K -15,788 -2%
EIP
16
Energy Income Partners
Connecticut
$29.5M -$866K -18,359 -3%
Victory Capital Management
17
Victory Capital Management
Texas
$29.1M -$575K -12,187 -2%
Invesco
18
Invesco
Georgia
$27.9M +$7.16M +151,703 +33%
First Trust Advisors
19
First Trust Advisors
Illinois
$25.2M -$1.18M -24,981 -4%
Norges Bank
20
Norges Bank
Norway
$21.2M
BTW
21
Boston Trust Walden
Massachusetts
$21.1M -$4.17M -88,454 -16%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$21M -$1.24M -26,214 -5%
Man Group
23
Man Group
United Kingdom
$20.8M +$2.76M +58,530 +15%
Morgan Stanley
24
Morgan Stanley
New York
$19.9M +$910K +19,297 +5%
CIM
25
Confluence Investment Management
Missouri
$19.8M +$484K +10,271 +2%

NJR Hedge Fund Activity: Q4 2018 in Review

278 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2018, worth a combined $2.72B — up 0.49% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new NJR positions and 33 closed out — a net gain of 9 holders — while 91 added to existing stakes and 79 trimmed.

The largest buyer was BlackRock, adding an estimated $25.4M. The largest seller was Wellington Management Group, cutting an estimated $48M.

  • 278 institutional investors held New Jersey Resources (NJR) as of Q4 2018, up from 270 in Q3 2018.
  • Funds reported $2.72B of New Jersey Resources stock for Q4 2018, up 0.49% quarter-over-quarter.
  • 42 funds opened new New Jersey Resources positions in Q4 2018 and 33 closed out, a net change of +9 holders.
  • The largest New Jersey Resources buyer in Q4 2018 was BlackRock, an estimated $25.4M added.
  • The largest New Jersey Resources seller in Q4 2018 was Wellington Management Group, an estimated $48M sold.

Based on aggregated 13F filings for Q4 2018.