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New Jersey Resources

332 hedge funds and large institutions have $3.06B invested in New Jersey Resources in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 131 increasing their positions, 104 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 104

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0.43% less ownership

Funds ownership: 72.78%72.35% (-0.43%)

0% less capital invested

Capital invested by funds: $3.07B → $3.06B (-$14.4M)

1% less funds holding

Funds holding: 336332 (-4)

Holders
332
Holders Change
-4
Holders Change %
-1.19%
% of All Funds
4.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
131
Reduced
104
Closed
36
Calls
$393K
Puts
Net Calls
+$393K
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
BLC
276
Brown, Lisle/Cummings
Rhode Island
$33.6K
NICM
277
Neo Ivy Capital Management
New York
$31K +$31.1K +720 New
HWA
278
Heritage Wealth Advisors
Virginia
$29.9K
PAS
279
Point72 Asia (Singapore)
Singapore
$28.1K -$147K -3,416 -84%
PGAM
280
Princeton Global Asset Management
New Jersey
$27.4K
CIBC Private Wealth Group
281
CIBC Private Wealth Group
Georgia
$26.3K
M
282
MOTCO
Texas
$24.8K
RA
283
Rise Advisors
New York
$24K +$259 +6 +1%
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$23.2K +$2.72K +63 +13%
CIAS
285
CBIZ Investment Advisory Services
Ohio
$21.8K
PP
286
PFS Partners
New Jersey
$21.4K
SOAMC
287
Spirit of America Management Corp
New York
$21.4K +$21.6K +500 New
ADL
288
Asset Dedication LLC
California
$21K
SAM
289
Smartleaf Asset Management
Massachusetts
$20.6K +$20.8K +483 New
HCP
290
Hexagon Capital Partners
Arkansas
$20.3K +$4.27K +99 +26%
C
291
Covestor
United Kingdom
$20K +$9.92K +230 +99%
PA
292
Parallel Advisors
California
$19.8K +$4.1K +95 +26%
EWA
293
EverSource Wealth Advisors
Alabama
$19.5K +$949 +22 +6%
Jones Financial Companies
294
Jones Financial Companies
Missouri
$17.4K +$17.5K +406 New
FCA
295
FinTrust Capital Advisors
South Carolina
$17.1K
GGI
296
Godsey & Gibb Inc
Virginia
$15K
AWM
297
Atticus Wealth Management
Florida
$14.1K
VNA
298
Valley National Advisers
Pennsylvania
$14K
BAM
299
Byrne Asset Management
New Jersey
$13.8K
MPWT
300
MassMutual Private Wealth & Trust
Connecticut
$13.8K +$8.2K +190 +144%

NJR Hedge Fund Activity: Q2 2024 in Review

332 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2024, worth a combined $3.06B — down 0.47% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NJR positions and 36 closed out — a net gain of 1 holder — while 131 added to existing stakes and 104 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $17M. The largest seller was State Street, cutting an estimated $17.4M.

  • 332 institutional investors held New Jersey Resources (NJR) as of Q2 2024, down from 336 in Q1 2024.
  • Funds reported $3.06B of New Jersey Resources stock for Q2 2024, down 0.47% quarter-over-quarter.
  • 37 funds opened new New Jersey Resources positions in Q2 2024 and 36 closed out, a net change of +1 holder.
  • The largest New Jersey Resources buyer in Q2 2024 was Neuberger Berman Group, an estimated $17M added.
  • The largest New Jersey Resources seller in Q2 2024 was State Street, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2024.