We are live on ! Find out more
NJR icon

New Jersey Resources
NJR

269 hedge funds and large institutions have $2.74B invested in New Jersey Resources in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,518% more call options, than puts

Call options by funds: $3.79M | Put options by funds: $44K

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

8% more capital invested

Capital invested by funds: $2.54B → $2.74B (+$203M)

0% more funds holding

Funds holding: 268 → 269 (+1)

2.69% less ownership

Funds ownership: 74.36% → 71.68% (-2.7%)

28% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 105

Holders
269
Holders Change
+1
Holders Change %
+0.37%
% of All Funds
4.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
76
Reduced
105
Closed
29
Calls
$3.79M
Puts
$44K
Net Calls
+$3.75M
Net Calls Change
+$3.63M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$34.1M
2
State Street
State Street
Massachusetts
+$16.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$13.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$8.19M
5
BFA
Bragg Financial Advisors
North Carolina
+$6.64M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$38.1M
2
WHRC
W.H. Reaves & Co
New Jersey
-$15.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$15M
4
Northern Trust
Northern Trust
Illinois
-$14.5M
5
Millennium Management
Millennium Management
New York
-$13.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
276
Cornercap Investment Counsel
Georgia
– -$1.04M -23,457 Closed
ACM
277
AlphaCrest Capital Management
New York
– -$734K -20,644 Closed
TD Asset Management
278
TD Asset Management
Ontario, Canada
– -$585K -16,454 Closed
WCM
279
Weld Capital Management
New York
– -$437K -12,292 Closed
CIM
280
CIM Investment Management
Pennsylvania
– -$350K -9,844 Closed
BC
281
Bridgefront Capital
Texas
– -$347K -9,759 Closed
LWM
282
Laidlaw Wealth Management
New York
– -$344K -9,685 Closed
Tudor Investment Corp
283
Tudor Investment Corp
Connecticut
– -$343K -9,637 Closed
BAM
284
Blueshift Asset Management
New Jersey
– -$320K -8,995 Closed
MS
285
Maven Securities
Jersey
– -$317K -8,911 Closed
GC
286
Guggenheim Capital
Illinois
– -$303K -8,521 Closed
SSA
287
Schonfeld Strategic Advisors
New York
– -$255K -7,182 Closed
PWPS
288
Pinnacle Wealth Planning Services
Ohio
– -$36K -1,026 Closed
AssetMark Inc
289
AssetMark Inc
California
– -$24K -683 Closed
FWM
290
FSA Wealth Management
Massachusetts
– -$20K -574 Closed
LWCFA
291
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$10K -268 Closed
VCG
292
Vantage Consulting Group
Virginia
– -$8K -223 Closed
ABC
293
Associated Banc-Corp
Wisconsin
– -$4K -123 Closed
CCA
294
Childress Capital Advisors
Texas
– -$2K -64 Closed
FHC
295
First Horizon Corporation
Tennessee
– -$1K -42 Closed
HR
296
Howe & Rusling
New York
– -$1K -22 Closed
8 9 10 11
12

NJR Hedge Fund Activity: Q1 2021 in Review

269 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2021, worth a combined $2.74B — up 8% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NJR positions and 29 closed out — a net gain of 3 holders — while 76 added to existing stakes and 105 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $34.1M. The largest seller was Franklin Resources, cutting an estimated $38.1M.

  • 269 institutional investors held New Jersey Resources (NJR) as of Q1 2021, up from 268 in Q4 2020.
  • Funds reported $2.74B of New Jersey Resources stock for Q1 2021, up 8% quarter-over-quarter.
  • 32 funds opened new New Jersey Resources positions in Q1 2021 and 29 closed out, a net change of +3 holders.
  • The largest New Jersey Resources buyer in Q1 2021 was Brookfield Corp, an estimated $34.1M added.
  • The largest New Jersey Resources seller in Q1 2021 was Franklin Resources, an estimated $38.1M sold.

Based on aggregated 13F filings for Q1 2021.