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New Jersey Resources

290 hedge funds and large institutions have $3.03B invested in New Jersey Resources in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 111 increasing their positions, 66 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

68% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 66

9% more capital invested

Capital invested by funds: $2.79B → $3.03B (+$243M)

8% more funds holding

Funds holding: 268290 (+22)

2.62% more ownership

Funds ownership: 68.45%71.06% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
290
Holders Change
+22
Holders Change %
+8.21%
% of All Funds
5.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
60
Increased
111
Reduced
66
Closed
32
Calls
$205K
Puts
Net Calls
+$205K
Net Calls Change
-$157K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$614M +$48.5M +1,123,183 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$458M +$22.3M +515,361 +5%
State Street
3
State Street
Massachusetts
$346M +$46.5M +1,077,039 +16%
Northern Trust
4
Northern Trust
Illinois
$87.7M +$629K +14,557 +0.7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$80.2M +$249K +5,768 +0.3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$72M +$8.13M +188,238 +13%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$66M +$560K +12,963 +0.9%
Wells Fargo
8
Wells Fargo
California
$64.8M +$2.56M +59,270 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$55.1M +$4.04M +93,476 +8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$53.8M +$153K +3,542 +0.3%
Invesco
11
Invesco
Georgia
$50.5M +$9.6M +222,176 +24%
First Trust Advisors
12
First Trust Advisors
Illinois
$49.1M +$7.14M +165,279 +18%
Franklin Resources
13
Franklin Resources
California
$44.9M +$43.1M +996,985 +9,857%
EIP
14
Energy Income Partners
Connecticut
$42.2M +$3.61M +83,536 +10%
Charles Schwab
15
Charles Schwab
California
$36.6M +$2.2M +50,823 +7%
Ameriprise
16
Ameriprise
Minnesota
$36M -$4.79M -110,937 -12%
CC
17
Carlson Capital
Texas
$33.4M +$32.3M +748,308 New
BTW
18
Boston Trust Walden
Massachusetts
$31.6M +$6.78M +156,869 +28%
Victory Capital Management
19
Victory Capital Management
Texas
$29.9M +$199K +4,608 +0.7%
ProShare Advisors
20
ProShare Advisors
Maryland
$29.6M +$5.01M +116,067 +21%
Norges Bank
21
Norges Bank
Norway
$29.2M +$2.26M +52,275 +9%
Renaissance Technologies
22
Renaissance Technologies
New York
$28.8M -$9.89M -228,900 -26%
DPIM
23
Duff & Phelps Investment Management
Illinois
$26.7M +$25.9M +600,000 New
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$26.6M +$1.3M +30,010 +5%
JP Morgan Chase
25
JP Morgan Chase
New York
$23.6M +$2.48M +57,288 +12%

NJR Hedge Fund Activity: Q4 2019 in Review

290 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2019, worth a combined $3.03B — up 8.7% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new NJR positions and 32 closed out — a net gain of 28 holders — while 111 added to existing stakes and 66 trimmed.

The largest buyer was BlackRock, adding an estimated $48.5M. The largest seller was Goldman Sachs, cutting an estimated $71.4M.

  • 290 institutional investors held New Jersey Resources (NJR) as of Q4 2019, up from 268 in Q3 2019.
  • Funds reported $3.03B of New Jersey Resources stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 60 funds opened new New Jersey Resources positions in Q4 2019 and 32 closed out, a net change of +28 holders.
  • The largest New Jersey Resources buyer in Q4 2019 was BlackRock, an estimated $48.5M added.
  • The largest New Jersey Resources seller in Q4 2019 was Goldman Sachs, an estimated $71.4M sold.

Based on aggregated 13F filings for Q4 2019.