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New Jersey Resources

320 hedge funds and large institutions have $2.87B invested in New Jersey Resources in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 121 increasing their positions, 117 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,251% more call options, than puts

Call options by funds: $500K | Put options by funds: $37K

3% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 117

2.41% less ownership

Funds ownership: 74.48%72.06% (-2.4%)

6% less funds holding

Funds holding: 342320 (-22)

16% less capital invested

Capital invested by funds: $3.41B → $2.87B (-$542M)

38% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 48

Holders
320
Holders Change
-22
Holders Change %
-6.43%
% of All Funds
5.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
121
Reduced
117
Closed
48
Calls
$500K
Puts
$37K
Net Calls
+$463K
Net Calls Change
-$61K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
251
Cambridge Investment Research Advisors
Iowa
$201K -$1.97K -45 -0.9%
HBW
252
Hazlett, Burt & Watson
West Virginia
$198K
TRCT
253
Tower Research Capital (TRC)
New York
$178K -$35.8K -818 -16%
SAM
254
Shell Asset Management
Netherlands
$176K -$2.85K -65 -1%
VEA
255
Virtus ETF Advisers
New York
$171K -$5.6K -128 -3%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$93K -$10.2K -234 -9%
US Bancorp
257
US Bancorp
Minnesota
$92.4K -$350K -7,997 -78%
IA
258
IFP Advisors
Florida
$85.3K +$20K +458 +28%
VanEck Associates
259
VanEck Associates
New York
$79K +$85.3K +1,948 New
S
260
SignatureFD
Georgia
$75.3K +$6.26K +143 +8%
BEI
261
Benjamin Edwards Inc
Missouri
$72K -$2.8K -64 -4%
CSPIA
262
Cary Street Partners Investment Advisory
Virginia
$65.8K -$18.6K -425 -21%
FFA
263
Farther Finance Advisors
California
$63.7K +$832 +19 +1%
NFSG
264
Newbridge Financial Services Group
Florida
$60.6K +$44 +1 +0.1%
FPFS
265
First Personal Financial Services
North Carolina
$58.9K
KBC Group
266
KBC Group
Belgium
$58K -$180K -4,113 -74%
Ohio Public Employees Retirement System (OPERS)
267
Ohio Public Employees Retirement System (OPERS)
Ohio
$52K +$88 +2 +0.2%
CI Investments Inc
268
CI Investments Inc
Ontario, Canada
$50K -$438 -10 -0.8%
QCG
269
Quadrant Capital Group
Ohio
$44.7K -$2.58K -59 -5%
SWA
270
SOA Wealth Advisors
New York
$44.7K
AF
271
Allworth Financial
California
$42.5K +$1.09K +25 +2%
FMII
272
Farmers & Merchants Investments Inc
Nebraska
$42.3K +$43.8K +1,000 +2,500%
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$41.4K +$18K +412 +68%
PP
274
PFS Partners
New Jersey
$40.6K
ATC
275
Adirondack Trust Company
New York
$37.1K

NJR Hedge Fund Activity: Q3 2023 in Review

320 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q3 2023, worth a combined $2.87B — down 16% from $3.41B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of NJR and 30 opened new positions — a net loss of 18 holders — while 117 trimmed existing stakes and 121 added.

The largest buyer was Millennium Management, adding an estimated $21.6M. The largest seller was State Street, cutting an estimated $138M.

  • 320 institutional investors held New Jersey Resources (NJR) as of Q3 2023, down from 342 in Q2 2023.
  • Funds reported $2.87B of New Jersey Resources stock for Q3 2023, down 16% quarter-over-quarter.
  • 30 funds opened new New Jersey Resources positions in Q3 2023 and 48 closed out, a net change of -18 holders.
  • The largest New Jersey Resources buyer in Q3 2023 was Millennium Management, an estimated $21.6M added.
  • The largest New Jersey Resources seller in Q3 2023 was State Street, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2023.