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New Jersey Resources

332 hedge funds and large institutions have $3.06B invested in New Jersey Resources in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 131 increasing their positions, 104 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 104

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0.43% less ownership

Funds ownership: 72.78%72.35% (-0.43%)

0% less capital invested

Capital invested by funds: $3.07B → $3.06B (-$14.4M)

1% less funds holding

Funds holding: 336332 (-4)

Holders
332
Holders Change
-4
Holders Change %
-1.19%
% of All Funds
4.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
131
Reduced
104
Closed
36
Calls
$393K
Puts
Net Calls
+$393K
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
226
Crossmark Global Holdings
Texas
$288K -$24.2K -562 -8%
SCA
227
Snowden Capital Advisors
New York
$287K +$22.3K +516 +8%
Walleye Capital
228
Walleye Capital
New York
$276K +$279K +6,463 New
SSWM
229
Sheets Smith Wealth Management
North Carolina
$269K
AWM
230
Aberdeen Wealth Management
Illinois
$269K
BRWA
231
B. Riley Wealth Advisors
Florida
$258K +$258K +5,977 New
Mackenzie Financial
232
Mackenzie Financial
Ontario, Canada
$256K
KeyBank National Association
233
KeyBank National Association
Ohio
$244K +$129 +3 +0.1%
BFG
234
Bleakley Financial Group
New Jersey
$243K -$2.03K -47 -0.8%
SW
235
Simplicity Wealth
New Jersey
$243K -$2.03K -47 -0.8%
ISL
236
Ingalls & Snyder LLC
New York
$242K
PVI
237
Pine Valley Investments
New Jersey
$237K +$690 +16 +0.3%
MWP
238
Meridian Wealth Partners
Pennsylvania
$233K +$216 +5 +0.1%
XT
239
XTX Topco
Cayman Islands
$230K -$234K -5,429 -50%
CJL
240
Cyrus J. Lawrence
New York
$224K
OC
241
Oppenheimer & Co
New York
$213K -$14.4K -335 -6%
OAM
242
Oxford Asset Management
United Kingdom
$212K +$214K +4,965 New
FA
243
Faithward Advisors
Pennsylvania
$211K -$6.51K -151 -3%
NCM
244
NCM Capital Management
New Jersey
$209K +$211K +4,900 New
BAM
245
BOS Asset Management
Illinois
$207K
SFG
246
Sovereign Financial Group
Connecticut
$205K
VEA
247
Virtus ETF Advisers
New York
$184K +$11.5K +267 +7%
DekaBank Deutsche Girozentrale
248
DekaBank Deutsche Girozentrale
Germany
$181K -$90.5K -2,099 -33%
ZRP
249
Zynergy Retirement Planning
New Jersey
$180K +$181K +4,207 New
HBW
250
Hazlett, Burt & Watson
West Virginia
$177K

NJR Hedge Fund Activity: Q2 2024 in Review

332 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2024, worth a combined $3.06B — down 0.47% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NJR positions and 36 closed out — a net gain of 1 holder — while 131 added to existing stakes and 104 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $17M. The largest seller was State Street, cutting an estimated $17.4M.

  • 332 institutional investors held New Jersey Resources (NJR) as of Q2 2024, down from 336 in Q1 2024.
  • Funds reported $3.06B of New Jersey Resources stock for Q2 2024, down 0.47% quarter-over-quarter.
  • 37 funds opened new New Jersey Resources positions in Q2 2024 and 36 closed out, a net change of +1 holder.
  • The largest New Jersey Resources buyer in Q2 2024 was Neuberger Berman Group, an estimated $17M added.
  • The largest New Jersey Resources seller in Q2 2024 was State Street, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2024.