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New Jersey Resources

260 hedge funds and large institutions have $2.24B invested in New Jersey Resources in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 69 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 28

38% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 69

5% more funds holding

Funds holding: 247260 (+13)

0.36% less ownership

Funds ownership: 71.88%71.52% (-0.36%)

4% less capital invested

Capital invested by funds: $2.34B → $2.24B (-$96.6M)

Holders
260
Holders Change
+13
Holders Change %
+5.26%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
95
Reduced
69
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$457M -$5.7M -172,183 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$333M -$13.2M -398,727 -4%
State Street
3
State Street
Massachusetts
$268M -$9.32M -281,326 -3%
Northern Trust
4
Northern Trust
Illinois
$66.8M +$673K +20,327 +1%
Wells Fargo
5
Wells Fargo
California
$63.7M +$8.53M +257,539 +15%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$59.3M -$83.8K -2,529 -0.1%
First Trust Advisors
7
First Trust Advisors
Illinois
$48M +$6.78M +204,779 +16%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$47.5M +$6.63M +200,129 +16%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$46.2M +$858K +25,896 +2%
EIP
10
Energy Income Partners
Connecticut
$46.2M +$15.4M +463,498 +49%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$40.6M +$1.34M +40,522 +3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$38.2M -$11.2M -338,705 -22%
DPIM
13
Duff & Phelps Investment Management
Illinois
$35.3M
Norges Bank
14
Norges Bank
Norway
$33.3M +$12M +362,949 +55%
Franklin Resources
15
Franklin Resources
California
$32.3M
BTW
16
Boston Trust Walden
Massachusetts
$31.7M +$4.86M +146,787 +18%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$30.6M +$3.78M +114,098 +14%
Charles Schwab
18
Charles Schwab
California
$28.4M -$169K -5,114 -0.6%
Ameriprise
19
Ameriprise
Minnesota
$26.6M -$1.6M -48,307 -6%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$20.3M -$1.83M -55,126 -8%
ProShare Advisors
21
ProShare Advisors
Maryland
$19.9M -$389K -11,740 -2%
CIM
22
Confluence Investment Management
Missouri
$17.4M +$497K +14,998 +3%
JP Morgan Chase
23
JP Morgan Chase
New York
$16M -$57.4K -1,733 -0.4%
Victory Capital Management
24
Victory Capital Management
Texas
$15.2M -$29M -874,722 -65%
N
25
Nuveen
North Carolina
$14.1M -$587K -17,725 -4%

NJR Hedge Fund Activity: Q2 2020 in Review

260 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2020, worth a combined $2.24B — down 4.1% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new NJR positions and 28 closed out — a net gain of 15 holders — while 95 added to existing stakes and 69 trimmed.

The largest buyer was Energy Income Partners, adding an estimated $15.4M. The largest seller was Invesco, cutting an estimated $33.4M.

  • 260 institutional investors held New Jersey Resources (NJR) as of Q2 2020, up from 247 in Q1 2020.
  • Funds reported $2.24B of New Jersey Resources stock for Q2 2020, down 4.1% quarter-over-quarter.
  • 43 funds opened new New Jersey Resources positions in Q2 2020 and 28 closed out, a net change of +15 holders.
  • The largest New Jersey Resources buyer in Q2 2020 was Energy Income Partners, an estimated $15.4M added.
  • The largest New Jersey Resources seller in Q2 2020 was Invesco, an estimated $33.4M sold.

Based on aggregated 13F filings for Q2 2020.