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New Jersey Resources

268 hedge funds and large institutions have $2.79B invested in New Jersey Resources in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 91 increasing their positions, 69 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 69

0.19% more ownership

Funds ownership: 68.25%68.45% (+0.19%)

0% more funds holding

Funds holding: 268268 (0)

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

8% less capital invested

Capital invested by funds: $3.03B → $2.79B (-$246M)

Holders
268
Holders Change
Holders Change %
0%
% of All Funds
5.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
91
Reduced
69
Closed
32
Calls
$362K
Puts
Net Calls
+$362K
Net Calls Change
-$131K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$572M +$9.62M +205,324 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$441M +$3.6M +76,877 +0.8%
State Street
3
State Street
Massachusetts
$302M -$12.3M -261,632 -4%
Goldman Sachs
4
Goldman Sachs
New York
$90.5M +$2.56M +54,653 +3%
Northern Trust
5
Northern Trust
Illinois
$88.3M +$1.88M +40,108 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$81.1M -$207K -4,409 -0.2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$66.4M -$3.95M -84,304 -5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$64.5M +$3.22M +68,733 +5%
Wells Fargo
9
Wells Fargo
California
$63M +$5.97M +127,391 +10%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$54.4M -$804K -17,159 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$51.7M +$2.19M +46,762 +4%
First Trust Advisors
12
First Trust Advisors
Illinois
$42.4M +$8.41M +179,411 +24%
Ameriprise
13
Ameriprise
Minnesota
$41.5M -$8.95M -190,959 -17%
Invesco
14
Invesco
Georgia
$41.2M -$3.22M -68,756 -7%
Renaissance Technologies
15
Renaissance Technologies
New York
$39.6M -$4.17M -89,000 -9%
EIP
16
Energy Income Partners
Connecticut
$39.1M +$10M +213,920 +33%
Charles Schwab
17
Charles Schwab
California
$34.9M +$1.17M +24,970 +3%
Victory Capital Management
18
Victory Capital Management
Texas
$30.1M +$1.9M +40,603 +6%
Norges Bank
19
Norges Bank
Norway
$27.3M
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$25.6M +$3.25M +69,335 +14%
BTW
21
Boston Trust Walden
Massachusetts
$25M +$856K +18,258 +3%
ProShare Advisors
22
ProShare Advisors
Maryland
$24.8M +$1.56M +33,376 +6%
CIM
23
Confluence Investment Management
Missouri
$21.6M +$1.07M +22,873 +5%
JP Morgan Chase
24
JP Morgan Chase
New York
$21.3M -$2.18M -46,432 -9%
N
25
Nuveen
North Carolina
$20.7M -$3.16M -67,388 -13%

NJR Hedge Fund Activity: Q3 2019 in Review

268 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q3 2019, worth a combined $2.79B — down 8.1% from $3.03B a quarter earlier.

Fund positioning in NJR was balanced in Q3 2019: 32 funds opened new positions, 32 closed out, 91 added to existing stakes and 69 trimmed.

The largest buyer was ExodusPoint Capital Management, opening a new position worth an estimated $12.1M. The largest seller was Man Group, cutting an estimated $15.4M.

  • 268 institutional investors held New Jersey Resources (NJR) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $2.79B of New Jersey Resources stock for Q3 2019, down 8.1% quarter-over-quarter.
  • 32 funds opened new New Jersey Resources positions in Q3 2019 and 32 closed out, a net change of 0 holders.
  • The largest New Jersey Resources buyer in Q3 2019 was ExodusPoint Capital Management, an estimated $12.1M added.
  • The largest New Jersey Resources seller in Q3 2019 was Man Group, an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2019.