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New Jersey Resources
NJR

283 hedge funds and large institutions have $3.19B invested in New Jersey Resources in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 98 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

880% more call options, than puts

Call options by funds: $2.31M | Put options by funds: $236K

1.75% more ownership

Funds ownership: 72.7% → 74.45% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $3.2B → $3.19B (-$9.25M)

4% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 98

5% less funds holding

Funds holding: 297 → 283 (-14)

24% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 38

Holders
283
Holders Change
-14
Holders Change %
-4.71%
% of All Funds
4.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
94
Reduced
98
Closed
38
Calls
$2.31M
Puts
$236K
Net Calls
+$2.08M
Net Calls Change
-$943K

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$93.7M
2
BlackRock
BlackRock
New York
+$23.8M
3
Morgan Stanley
Morgan Stanley
New York
+$13.8M
4
Millennium Management
Millennium Management
New York
+$11.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$9.12M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$23.4M
2
Citigroup
Citigroup
New York
-$6.32M
3
E
Ergoteles
New York
-$6.26M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$6.09M
5
N
Nuveen
North Carolina
-$5.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$20K – – –
CB
252
Community Bank
New York
$20K +$20.2K +450 New
JMF
253
Johnson Midwest Financial
Iowa
$19K +$135 +3 +0.7%
CTC
254
Central Trust Company
Missouri
$16K +$15.7K +350 New
AWM
255
Atticus Wealth Management
Florida
$15K – – –
QCG
256
Quadrant Capital Group
Ohio
$14K +$3.73K +83 +36%
LC
257
Lindbrook Capital
California
$13K -$270 -6 -2%
FIA
258
FNY Investment Advisers
New York
$13K – – –
GWS
259
Glassman Wealth Services
Virginia
$10K +$539 +12 +6%
PA
260
Parallel Advisors
California
$9K +$719 +16 +8%
AIM
261
Anchor Investment Management
South Carolina
$8.91K – – –
HFS
262
Hantz Financial Services
Michigan
$8K -$1.53K -34 -16%
RIM
263
Rockbridge Investment Management
New York
$7.3K – – –
CFB
264
Cullen/Frost Bankers
Texas
$7K -$4.49K -100 -39%
Bessemer Group
265
Bessemer Group
New Jersey
$5K – – –
PFPT
266
Pinnacle Financial Partners (Tennessee)
Tennessee
$4K – – –
JWA
267
JFS Wealth Advisors
Pennsylvania
$4K +$943 +21 +31%
BIA
268
Bell Investment Advisors
California
$4K +$3.68K +82 New
MCM
269
Manchester Capital Management
Vermont
$3K – – –
ST
270
Smithfield Trust
Pennsylvania
$3K – – –
SC
271
Schubert & Co
Texas
$3K +$1.62K +36 +164%
FPS
272
Fieldpoint Private Securities
Connecticut
$3K +$2.69K +60 New
Bank of Montreal
273
Bank of Montreal
Ontario, Canada
$2.93K +$520K +11,585 +22%
STCOSD
274
Sageworth Trust Company of South Dakota
South Dakota
$2K – – –
WT
275
Whittier Trust
California
$2K – – –
9 10
11
12 13

NJR Hedge Fund Activity: Q2 2022 in Review

283 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2022, worth a combined $3.19B — down 0.29% from $3.2B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of NJR and 29 opened new positions — a net loss of 9 holders — while 98 trimmed existing stakes and 94 added.

The largest buyer was State Street, adding an estimated $93.7M. The largest seller was Wellington Management Group, cutting an estimated $23.4M.

  • 283 institutional investors held New Jersey Resources (NJR) as of Q2 2022, down from 297 in Q1 2022.
  • Funds reported $3.19B of New Jersey Resources stock for Q2 2022, down 0.29% quarter-over-quarter.
  • 29 funds opened new New Jersey Resources positions in Q2 2022 and 38 closed out, a net change of -9 holders.
  • The largest New Jersey Resources buyer in Q2 2022 was State Street, an estimated $93.7M added.
  • The largest New Jersey Resources seller in Q2 2022 was Wellington Management Group, an estimated $23.4M sold.

Based on aggregated 13F filings for Q2 2022.