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New Jersey Resources

272 hedge funds and large institutions have $2.97B invested in New Jersey Resources in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 80

9% more capital invested

Capital invested by funds: $2.72B → $2.97B (+$248M)

0.09% less ownership

Funds ownership: 67.31%67.22% (-0.09%)

2% less funds holding

Funds holding: 278272 (-6)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

Holders
272
Holders Change
-6
Holders Change %
-2.16%
% of All Funds
5.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
94
Reduced
80
Closed
38
Calls
$583K
Puts
Net Calls
+$583K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$611M -$13.2M -278,259 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$481M +$7.76M +163,043 +2%
State Street
3
State Street
Massachusetts
$325M +$15.3M +321,583 +5%
Northern Trust
4
Northern Trust
Illinois
$93.3M +$1.05M +22,047 +1%
Goldman Sachs
5
Goldman Sachs
New York
$91.8M +$1.44M +30,270 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$90.5M -$1.84M -38,590 -2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$76.9M -$8.58M -180,328 -10%
Wells Fargo
8
Wells Fargo
California
$62.8M +$1.03M +21,720 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$61.4M +$381K +8,006 +0.7%
Ameriprise
10
Ameriprise
Minnesota
$56.5M +$5.28K +111 +0%
Renaissance Technologies
11
Renaissance Technologies
New York
$53.9M +$6.65M +139,700 +15%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$51.2M +$3.92M +82,360 +9%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$50.8M -$3.83M -80,395 -7%
Invesco
14
Invesco
Georgia
$41.5M +$10.6M +223,544 +37%
Charles Schwab
15
Charles Schwab
California
$36.9M +$2.85M +59,894 +9%
EIP
16
Energy Income Partners
Connecticut
$32.3M +$170K +3,578 +0.6%
Victory Capital Management
17
Victory Capital Management
Texas
$31.6M -$132K -2,779 -0.4%
First Trust Advisors
18
First Trust Advisors
Illinois
$30.3M +$2.67M +56,196 +10%
Norges Bank
19
Norges Bank
Norway
$30M +$6.6M +138,722 +30%
JP Morgan Chase
20
JP Morgan Chase
New York
$27.4M +$5.73M +120,396 +28%
BTW
21
Boston Trust Walden
Massachusetts
$23.1M +$107K +2,239 +0.5%
CIM
22
Confluence Investment Management
Missouri
$22.2M +$626K +13,142 +3%
ProShare Advisors
23
ProShare Advisors
Maryland
$21.6M +$3.61M +75,844 +21%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$20.1M -$2.62M -55,059 -12%
Principal Financial Group
25
Principal Financial Group
Iowa
$19.5M -$69.4K -1,458 -0.4%

NJR Hedge Fund Activity: Q1 2019 in Review

272 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2019, worth a combined $2.97B — up 9.1% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of NJR and 34 opened new positions — a net loss of 4 holders — while 80 trimmed existing stakes and 94 added.

The largest buyer was State Street, adding an estimated $15.3M. The largest seller was Teachers Advisors, cutting an estimated $20.7M.

  • 272 institutional investors held New Jersey Resources (NJR) as of Q1 2019, down from 278 in Q4 2018.
  • Funds reported $2.97B of New Jersey Resources stock for Q1 2019, up 9.1% quarter-over-quarter.
  • 34 funds opened new New Jersey Resources positions in Q1 2019 and 38 closed out, a net change of -4 holders.
  • The largest New Jersey Resources buyer in Q1 2019 was State Street, an estimated $15.3M added.
  • The largest New Jersey Resources seller in Q1 2019 was Teachers Advisors, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2019.