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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
TF
301
Tompkins Financial
New York
$12.8K
MCM
302
Manchester Capital Management
Vermont
$12.4K +$9.27K +215 +287%
Bessemer Group
303
Bessemer Group
New Jersey
$12K +$4.87K +113 +66%
PCMC
304
Planning Capital Management Corporation
Pennsylvania
$11.5K
CT
305
Colonial Trust
South Carolina
$8.85K +$1.29K +30 +17%
AIM
306
Anchor Investment Management
South Carolina
$8.55K
KFI
307
Key Financial Inc
Pennsylvania
$8.33K
RWMG
308
Redwood Wealth Management Group
New Jersey
$8.29K +$8.37K +194 New
GIA
309
GHP Investment Advisors
Colorado
$7.09K +$7.16K +166 New
LC
310
Lindbrook Capital
California
$6.8K -$11.3K -263 -62%
PWMG
311
Private Wealth Management Group
New Jersey
$6.75K +$3.71K +86 +119%
AA
312
Ancora Advisors
Ohio
$5.3K +$5.35K +124 New
UB
313
UMB Bank
Missouri
$4.83K +$2.67K +62 +122%
QL
314
Quarry LP
New York
$4.62K +$4.66K +108 New
CIA
315
Cape Investment Advisory
Georgia
$4.27K +$43 +1 +1%
HFS
316
Hantz Financial Services
Michigan
$4K
BIA
317
Bell Investment Advisors
California
$3.46K
Mitsubishi UFJ Asset Management
318
Mitsubishi UFJ Asset Management
Japan
$3.21K
ST
319
Smithfield Trust
Pennsylvania
$3K
JWA
320
JFS Wealth Advisors
Pennsylvania
$2.99K
CSB
321
City State Bank
Iowa
$2.73K
PIM
322
Plato Investment Management
Australia
$2.35K
RIL
323
Rothschild Investment LLC
Illinois
$2.14K +$1.73K +40 +400%
IHWM
324
Iron Horse Wealth Management
Iowa
$1.79K
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$1.71K

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.