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New Jersey Resources

252 hedge funds and large institutions have $1.88B invested in New Jersey Resources in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $596K | Put options by funds: $346K

33% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 78

1.25% more ownership

Funds ownership: 71.52%72.77% (+1.2%)

3% less funds holding

Funds holding: 260252 (-8)

16% less capital invested

Capital invested by funds: $2.24B → $1.88B (-$359M)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
252
Holders Change
-8
Holders Change %
-3.08%
% of All Funds
5.08%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
104
Reduced
78
Closed
30
Calls
$596K
Puts
$346K
Net Calls
+$250K
Net Calls Change
+$250K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$368M -$12M -395,275 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$265M -$11.7M -385,130 -4%
State Street
3
State Street
Massachusetts
$235M +$14M +461,282 +6%
Wells Fargo
4
Wells Fargo
California
$58.1M +$6.06M +199,041 +10%
Northern Trust
5
Northern Trust
Illinois
$53.5M -$2.01M -66,159 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$53.3M +$4.76M +156,322 +9%
First Trust Advisors
7
First Trust Advisors
Illinois
$53.3M +$15.3M +501,374 +34%
EIP
8
Energy Income Partners
Connecticut
$42.2M +$4.48M +147,029 +10%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$40M +$793K +26,041 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$36.8M -$1.57M -51,526 -4%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$35.2M +$11.1M +364,406 +39%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$31.9M -$1.92M -63,182 -5%
DPIM
13
Duff & Phelps Investment Management
Illinois
$29.2M
Franklin Resources
14
Franklin Resources
California
$27.3M +$49.5K +1,627 +0.2%
BTW
15
Boston Trust Walden
Massachusetts
$27.2M +$1.1M +36,268 +4%
Norges Bank
16
Norges Bank
Norway
$23.9M -$4.11M -134,951 -13%
Charles Schwab
17
Charles Schwab
California
$23.4M -$170K -5,571 -0.6%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$19.7M -$13.4M -440,871 -38%
ProShare Advisors
19
ProShare Advisors
Maryland
$19.3M +$3.23M +106,186 +17%
DZ Bank
20
DZ Bank
Germany
$17M +$9.01M +295,789 +88%
Ameriprise
21
Ameriprise
Minnesota
$16.7M -$5.9M -193,885 -24%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$16M -$900K -29,571 -5%
WHRC
23
W.H. Reaves & Co
New Jersey
$14.7M +$6.52M +214,147 +65%
CIM
24
Confluence Investment Management
Missouri
$14.6M +$267K +8,765 +2%
JP Morgan Chase
25
JP Morgan Chase
New York
$13.1M -$11.4K -376 -0.1%

NJR Hedge Fund Activity: Q3 2020 in Review

252 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q3 2020, worth a combined $1.88B — down 16% from $2.24B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of NJR and 25 opened new positions — a net loss of 5 holders — while 78 trimmed existing stakes and 104 added.

The largest buyer was First Trust Advisors, adding an estimated $15.3M. The largest seller was Fidelity Investments, cutting an estimated $13.4M.

  • 252 institutional investors held New Jersey Resources (NJR) as of Q3 2020, down from 260 in Q2 2020.
  • Funds reported $1.88B of New Jersey Resources stock for Q3 2020, down 16% quarter-over-quarter.
  • 25 funds opened new New Jersey Resources positions in Q3 2020 and 30 closed out, a net change of -5 holders.
  • The largest New Jersey Resources buyer in Q3 2020 was First Trust Advisors, an estimated $15.3M added.
  • The largest New Jersey Resources seller in Q3 2020 was Fidelity Investments, an estimated $13.4M sold.

Based on aggregated 13F filings for Q3 2020.