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New Jersey Resources
NJR

Overview Fund Activity

320 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.

Holders
320
Holders Change
+6
Holders Change %
+1.91%
% 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

Top Buyers

1
State Street
1
State Street
Massachusetts
$541M
2
Victory Capital Management
2
Victory Capital Management
Texas
$18.2M
3
Millennium Management
3
Millennium Management
New York
$29.6M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$21.7M
5
Barclays
5
Barclays
United Kingdom
$12.9M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$101M
2
Invesco
2
Invesco
Georgia
$79.1M
3
KFP
3
Keystone Financial Planning
Ohio
$0
4
E
4
Ergoteles
New York
$0
5
American Century Companies
5
American Century Companies
Missouri
$976K
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
301
Cape Investment Advisory
Georgia
$6.28K 118 +118 New
ST
302
Smithfield Trust
Pennsylvania
$5K 90 – –
JWA
303
JFS Wealth Advisors
Pennsylvania
$4.58K 86 +7 +9%
Bessemer Group
304
Bessemer Group
New Jersey
$4K 82 -12 -13%
SC
305
Schubert & Co
Texas
$3.46K 65 +8 +14%
VFA
306
Values First Advisors
Tennessee
$3.19K 60 +60 New
MCM
307
Manchester Capital Management
Vermont
$3.14K 59 – –
GRP
308
Global Retirement Partners
California
$3.12K 60 +32 +114%
CAL
309
Capital Advisors Ltd
Ohio
$3K 53 +44 +489%
IHWM
310
Iron Horse Wealth Management
Iowa
$2.23K 42 +42 New
HCP
311
Hexagon Capital Partners
Arkansas
$2.13K 40 -37 -48%
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$2.13K 40 -5 -11%
CWC
313
Carolinas Wealth Consulting
North Carolina
$1.45K 27 +27 New
SIC
314
SJS Investment Consulting
Ohio
$1.44K 27 +4 +17%
AF
315
Advisornet Financial
Minnesota
$1.44K 27 +4 +17%
GFWA
316
Grey Fox Wealth Advisors
Delaware
$1.28K 24 +24 New
DI
317
Disciplined Investments
Oklahoma
$1.17K 22 +2 +10%
PVH
318
Psagot Value Holdings
Israel
$1K 11 +11 New
CFGS
319
Concourse Financial Group Securities
Alabama
$535 10 – –
VCM
320
Versant Capital Management
Arizona
$369 7 – –
TWP
321
TFO Wealth Partners
Ohio
$53 1 – –
KFP
322
Keystone Financial Planning
Ohio
– – -153,564 Closed
E
323
Ergoteles
New York
– – -130,697 Closed
CSS
324
Cubist Systematic Strategies
Connecticut
– – -66,956 Closed
ECM
325
ExodusPoint Capital Management
New York
– – -52,122 Closed
11 12
13
14 15