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New Jersey Resources

453 hedge funds and large institutions have $4.51B invested in New Jersey Resources in 2026 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 182 increasing their positions, 124 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 42

47% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 124

8% more capital invested

Capital invested by funds: $4.18B → $4.51B (+$336M)

4.35% more ownership

Funds ownership: 75.41%79.76% (+4.3%)

3% more funds holding

Funds holding: 438453 (+15)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
453
Holders Change
+15
Holders Change %
+3.42%
% of All Funds
5.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
66
Increased
182
Reduced
124
Closed
42
Calls
$829K
Puts
Net Calls
+$829K
Net Calls Change
+$93K
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
276
Forvis Mazars Wealth Advisors
Missouri
$337K
AWM
277
Apollon Wealth Management
South Carolina
$336K +$30.5K +545 +10%
BRWA
278
B. Riley Wealth Advisors
Florida
$335K +$2.46K +44 +0.8%
CFG
279
Citizens Financial Group
Rhode Island
$332K +$329K +5,877 New
OC
280
Oppenheimer & Co
New York
$315K +$2.52K +45 +0.8%
SCM
281
Sterling Capital Management
North Carolina
$309K -$72.6K -1,297 -19%
MP
282
Mangrove Partners
Connecticut
$309K +$308K +5,513 New
NC
283
nVerses Capital
Florida
$307K +$307K +5,481 New
IA
284
Inspire Advisors
Idaho
$296K -$2.87M -51,321 -91%
BBVA
285
Banco Bilbao Vizcaya Argentaria
Spain
$295K +$57K +1,019 +24%
DADC
286
D.A. Davidson & Co
Montana
$295K -$3.81K -68 -1%
TCA
287
Transcend Capital Advisors
New Jersey
$292K +$57.7K +1,032 +25%
LG
288
Leuthold Group
Minnesota
$290K
PVI
289
Pine Valley Investments
New Jersey
$287K +$727 +13 +0.3%
WAM
290
Weiss Asset Management
Massachusetts
$286K +$286K +5,112 New
HPC
291
Hobart Private Capital
North Carolina
$285K -$5.88K -105 -2%
AWM
292
Aberdeen Wealth Management
Illinois
$281K -$71.9K -1,285 -20%
GM
293
GeoWealth Management
Illinois
$280K +$280K +5,005 New
KIG
294
Kennedy Investment Group
New Jersey
$278K +$280 +5 +0.1%
PI
295
PFG Investments
New York
$278K +$27.4K +489 +11%
FA
296
Faithward Advisors
Pennsylvania
$276K -$830K -14,838 -75%
ACA
297
Affinity Capital Advisors
California
$274K
SWP
298
Stratos Wealth Partners
Ohio
$273K +$273K +4,871 New
AAP
299
Arax Advisory Partners
Colorado
$271K +$253K +4,524 +1,488%
DnB Asset Management
300
DnB Asset Management
Norway
$267K -$60K -1,073 -18%

NJR Hedge Fund Activity: Q2 2026 in Review

453 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2026, worth a combined $4.51B — up 8% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new NJR positions and 42 closed out — a net gain of 24 holders — while 182 added to existing stakes and 124 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $40.5M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $36M sold.

  • 453 institutional investors held New Jersey Resources (NJR) as of Q2 2026, up from 438 in Q1 2026.
  • Funds reported $4.51B of New Jersey Resources stock for Q2 2026, up 8% quarter-over-quarter.
  • 66 funds opened new New Jersey Resources positions in Q2 2026 and 42 closed out, a net change of +24 holders.
  • The largest New Jersey Resources buyer in Q2 2026 was AQR Capital Management, an estimated $40.5M added.
  • The largest New Jersey Resources seller in Q2 2026 was Massachusetts Financial Services, an estimated $36M sold.

Based on aggregated 13F filings for Q2 2026.