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New Jersey Resources

320 hedge funds and large institutions have $2.87B invested in New Jersey Resources in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 121 increasing their positions, 117 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,251% more call options, than puts

Call options by funds: $500K | Put options by funds: $37K

3% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 117

2.41% less ownership

Funds ownership: 74.48%72.06% (-2.4%)

6% less funds holding

Funds holding: 342320 (-22)

16% less capital invested

Capital invested by funds: $3.41B → $2.87B (-$542M)

38% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 48

Holders
320
Holders Change
-22
Holders Change %
-6.43%
% of All Funds
5.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
121
Reduced
117
Closed
48
Calls
$500K
Puts
$37K
Net Calls
+$463K
Net Calls Change
-$61K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
301
Bessemer Group
New Jersey
$4K -$2.41K -55 -34%
AAP
302
Arax Advisory Partners
Colorado
$3.54K -$1.4K -32 -27%
JWA
303
JFS Wealth Advisors
Pennsylvania
$3.17K +$131 +3 +4%
Mitsubishi UFJ Asset Management
304
Mitsubishi UFJ Asset Management
Japan
$3.05K +$3.28K +75 New
ST
305
Smithfield Trust
Pennsylvania
$3K -$219 -5 -6%
CSB
306
City State Bank
Iowa
$3K
TWM
307
Tradition Wealth Management
Minnesota
$3K
MCM
308
Manchester Capital Management
Vermont
$2.64K +$263 +6 +10%
Group One Trading
309
Group One Trading
Illinois
$1.87K +$2.01K +46 New
IHWM
310
Iron Horse Wealth Management
Iowa
$1.71K
BIA
311
Bell Investment Advisors
California
$1.42K -$2.36K -54 -61%
GRP
312
Global Retirement Partners
California
$1.29K -$1.23K -28 -47%
SFG
313
Steward Financial Group
Texas
$1K +$1.18K +27 New
DA
314
Denali Advisors
California
$975 +$1.05K +24 New
SIC
315
SJS Investment Consulting
Ohio
$854 +$88 +2 +11%
LFA
316
LGT Financial Advisors
Texas
$447 +$482 +11 New
AF
317
Advisornet Financial
Minnesota
$325 -$788 -18 -69%
VCM
318
Versant Capital Management
Arizona
$284
TWP
319
TFO Wealth Partners
Ohio
$47
GCM
320
Genus Capital Management
British Columbia, Canada
-$2.89M -61,196 Closed
E
321
Ergoteles
New York
-$2.55M -54,125 Closed
LP
322
LMR Partners
United Kingdom
-$1.42M -30,107 Closed
OQS
323
Occudo Quantitative Strategies
Florida
-$1.37M -28,934 Closed
NICM
324
Neo Ivy Capital Management
New York
-$1.2M -25,359 Closed
JCIA
325
Jackson Creek Investment Advisors
Colorado
-$1.15M -24,253 Closed

NJR Hedge Fund Activity: Q3 2023 in Review

320 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q3 2023, worth a combined $2.87B — down 16% from $3.41B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of NJR and 30 opened new positions — a net loss of 18 holders — while 117 trimmed existing stakes and 121 added.

The largest buyer was Millennium Management, adding an estimated $21.6M. The largest seller was State Street, cutting an estimated $138M.

  • 320 institutional investors held New Jersey Resources (NJR) as of Q3 2023, down from 342 in Q2 2023.
  • Funds reported $2.87B of New Jersey Resources stock for Q3 2023, down 16% quarter-over-quarter.
  • 30 funds opened new New Jersey Resources positions in Q3 2023 and 48 closed out, a net change of -18 holders.
  • The largest New Jersey Resources buyer in Q3 2023 was Millennium Management, an estimated $21.6M added.
  • The largest New Jersey Resources seller in Q3 2023 was State Street, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2023.