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New Jersey Resources

321 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.

New
Increased
Maintained
Reduced
Closed

2,229% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $112K

24% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 34

21% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 102

13% more capital invested

Capital invested by funds: $3.48B → $3.92B (+$439M)

2% more funds holding

Funds holding: 315321 (+6)

0.38% more ownership

Funds ownership: 75.76%76.14% (+0.38%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
321
Holders Change
+6
Holders Change %
+1.9%
% 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
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
301
Cape Investment Advisory
Georgia
$6.28K +$6.01K +118 New
ST
302
Smithfield Trust
Pennsylvania
$5K
JWA
303
JFS Wealth Advisors
Pennsylvania
$4.58K +$357 +7 +9%
Bessemer Group
304
Bessemer Group
New Jersey
$4K -$611 -12 -13%
SC
305
Schubert & Co
Texas
$3.46K +$408 +8 +14%
VFA
306
Values First Advisors
Tennessee
$3.19K +$3.06K +60 New
MCM
307
Manchester Capital Management
Vermont
$3.14K
GRP
308
Global Retirement Partners
California
$3.12K +$1.63K +32 +114%
CAL
309
Capital Advisors Ltd
Ohio
$3K +$2.24K +44 +489%
IHWM
310
Iron Horse Wealth Management
Iowa
$2.23K +$2.14K +42 New
HCP
311
Hexagon Capital Partners
Arkansas
$2.13K -$1.89K -37 -48%
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$2.13K -$255 -5 -11%
CT
313
Caldwell Trust
Florida
$1.6K
CWC
314
Carolinas Wealth Consulting
North Carolina
$1.45K +$1.38K +27 New
SIC
315
SJS Investment Consulting
Ohio
$1.44K +$204 +4 +17%
AF
316
Advisornet Financial
Minnesota
$1.44K +$204 +4 +17%
GFWA
317
Grey Fox Wealth Advisors
Delaware
$1.28K +$1.22K +24 New
DI
318
Disciplined Investments
Oklahoma
$1.17K +$102 +2 +10%
PVH
319
Psagot Value Holdings
Israel
$1K +$560 +11 New
CFGS
320
Concourse Financial Group Securities
Alabama
$535
VCM
321
Versant Capital Management
Arizona
$369
TWP
322
TFO Wealth Partners
Ohio
$53
KFP
323
Keystone Financial Planning
Ohio
-$7.62M -153,564 Closed
E
324
Ergoteles
New York
-$6.49M -130,697 Closed
CSS
325
Cubist Systematic Strategies
Connecticut
-$3.32M -66,956 Closed

NJR Hedge Fund Activity: Q1 2023 in Review

321 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2023, worth a combined $3.92B — up 13% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new NJR positions and 34 closed out — a net gain of 8 holders — while 123 added to existing stakes and 102 trimmed.

The largest buyer was State Street, adding an estimated $54.5M. The largest seller was Wellington Management Group, cutting an estimated $39.1M.

  • 321 institutional investors held New Jersey Resources (NJR) as of Q1 2023, up from 315 in Q4 2022.
  • Funds reported $3.92B of New Jersey Resources stock for Q1 2023, up 13% quarter-over-quarter.
  • 42 funds opened new New Jersey Resources positions in Q1 2023 and 34 closed out, a net change of +8 holders.
  • The largest New Jersey Resources buyer in Q1 2023 was State Street, an estimated $54.5M added.
  • The largest New Jersey Resources seller in Q1 2023 was Wellington Management Group, an estimated $39.1M sold.

Based on aggregated 13F filings for Q1 2023.