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New Jersey Resources

321 hedge funds and large institutions have $3.92B invested in New Jersey Resources in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 123 increasing their positions, 102 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,229% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $112K

24% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 34

21% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 102

13% more capital invested

Capital invested by funds: $3.48B → $3.92B (+$439M)

2% more funds holding

Funds holding: 315321 (+6)

0.38% more ownership

Funds ownership: 75.76%76.14% (+0.38%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
321
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
5.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
123
Reduced
102
Closed
34
Calls
$2.61M
Puts
$112K
Net Calls
+$2.5M
Net Calls Change
+$710K
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
251
Kistler-Tiffany Companies
Pennsylvania
$154K
DFCM
252
Dark Forest Capital Management
Puerto Rico
$150K +$132K +2,596 +1,196%
BEI
253
Benjamin Edwards Inc
Missouri
$109K -$510 -10 -0.5%
EI
254
Ellevest Inc
New York
$98.6K -$16.3K -320 -15%
NFSG
255
Newbridge Financial Services Group
Florida
$87.8K +$5.09K +100 +6%
S
256
SignatureFD
Georgia
$87.7K +$13.6K +267 +19%
QCG
257
Quadrant Capital Group
Ohio
$85K +$25.9K +509 +47%
FFA
258
Farther Finance Advisors
California
$82.2K -$11.6K -227 -13%
TWA
259
TCI Wealth Advisors
Arizona
$78.7K
FPFS
260
First Personal Financial Services
North Carolina
$77.1K
Ohio Public Employees Retirement System (OPERS)
261
Ohio Public Employees Retirement System (OPERS)
Ohio
$72K -$148K -2,905 -68%
CI Investments Inc
262
CI Investments Inc
Ontario, Canada
$69K +$5.25K +103 +9%
CSPIA
263
Cary Street Partners Investment Advisory
Virginia
$59.1K -$11.7K -230 -17%
SWA
264
SOA Wealth Advisors
New York
$58.5K
BFEC
265
Benjamin F. Edwards & Company
Missouri
$55K -$30.9K -607 -37%
AF
266
Allworth Financial
California
$54.1K +$48.2K +946 +1,351%
PP
267
PFS Partners
New Jersey
$53.2K
TFP
268
Tilia Fiduciary Partners
North Carolina
$52.5K
ATC
269
Adirondack Trust Company
New York
$48.5K
BAM
270
Baldrige Asset Management
Pennsylvania
$48K
CMBA
271
C.M. Bidwell & Associates
Hawaii
$37.2K +$35.7K +700 New
WP
272
WealthPLAN Partners
Nebraska
$37K +$35.4K +695 New
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$35.5K +$7.29K +143 +27%
VNA
274
Valley National Advisers
Pennsylvania
$34K
ADL
275
Asset Dedication LLC
California
$34K +$7.64K +150 +30%

NJR Hedge Fund Activity: Q1 2023 in Review

321 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2023, worth a combined $3.92B — up 13% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new NJR positions and 34 closed out — a net gain of 8 holders — while 123 added to existing stakes and 102 trimmed.

The largest buyer was State Street, adding an estimated $54.5M. The largest seller was Wellington Management Group, cutting an estimated $39.1M.

  • 321 institutional investors held New Jersey Resources (NJR) as of Q1 2023, up from 315 in Q4 2022.
  • Funds reported $3.92B of New Jersey Resources stock for Q1 2023, up 13% quarter-over-quarter.
  • 42 funds opened new New Jersey Resources positions in Q1 2023 and 34 closed out, a net change of +8 holders.
  • The largest New Jersey Resources buyer in Q1 2023 was State Street, an estimated $54.5M added.
  • The largest New Jersey Resources seller in Q1 2023 was Wellington Management Group, an estimated $39.1M sold.

Based on aggregated 13F filings for Q1 2023.