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New Jersey Resources
NJR

342 hedge funds and large institutions have $3.41B invested in New Jersey Resources in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 108 increasing their positions, 128 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 29

7% more funds holding

Funds holding: 321 → 342 (+21)

1.66% less ownership

Funds ownership: 76.14% → 74.48% (-1.7%)

13% less capital invested

Capital invested by funds: $3.92B → $3.41B (-$511M)

16% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 128

Holders
342
Holders Change
+21
Holders Change %
+6.54%
% of All Funds
5.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
51
Increased
108
Reduced
128
Closed
29
Calls
$524K
Puts
–
Net Calls
+$524K
Net Calls Change
-$1.97M

Top Buyers

1
BlackRock
BlackRock
New York
+$38.1M
2
Man Group
Man Group
United Kingdom
+$15.6M
3
LIP
Lighthouse Investment Partners
Florida
+$10.6M
4
ETC
Exchange Traded Concepts
Oklahoma
+$9.5M
5
First Trust Advisors
First Trust Advisors
Illinois
+$7.9M

Top Sellers

1
State Street
State Street
Massachusetts
-$77.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$32.5M
3
Invesco
Invesco
Georgia
-$27.2M
4
JP Morgan Chase
JP Morgan Chase
New York
-$11.9M
5
Ameriprise
Ameriprise
Minnesota
-$7.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
326
EverSource Wealth Advisors
Alabama
$2.55K -$4.59K -91 -63%
Allianz Asset Management
327
Allianz Asset Management
Germany
$2.15K +$2.3M +45,590 New
DAC
328
Dividend Assets Capital
South Carolina
$2K +$2.37K +47 New
IHWM
329
Iron Horse Wealth Management
Iowa
$1.98K – – –
FMII
330
Farmers & Merchants Investments Inc
Nebraska
$1.89K – – –
CWC
331
Carolinas Wealth Consulting
North Carolina
$1.28K – – –
AF
332
Advisornet Financial
Minnesota
$1.23K -$50 -1 -4%
DI
333
Disciplined Investments
Oklahoma
$944 -$101 -2 -9%
CFGS
334
Concourse Financial Group Securities
Alabama
$904 +$454 +9 +90%
SIC
335
SJS Investment Consulting
Ohio
$897 -$403 -8 -30%
HCP
336
Hexagon Capital Partners
Arkansas
$802 -$1.16K -23 -58%
VCM
337
Versant Capital Management
Arizona
$330 – – –
CJL
338
Cyrus J. Lawrence
New York
$247 – – –
FGAM
339
Financial Gravity Asset Management
Texas
$243 +$2.37K +47 New
TWP
340
TFO Wealth Partners
Ohio
$47 – – –
MAP
341
Moody Aldrich Partners
Massachusetts
– -$4.79M -89,969 Closed
Verition Fund Management
342
Verition Fund Management
Connecticut
– -$4.69M -88,122 Closed
Walleye Capital
343
Walleye Capital
New York
– -$3.35M -63,046 Closed
Jennison Associates
344
Jennison Associates
New York
– -$1.98M -37,308 Closed
SG Americas Securities
345
SG Americas Securities
New York
– -$1.73M -32,468 Closed
Lido Advisors
346
Lido Advisors
California
– -$1.56M -29,307 Closed
I
347
InceptionR
California
– -$799K -15,014 Closed
TI
348
Trexquant Investment
Connecticut
– -$718K -13,495 Closed
Bank of Nova Scotia
349
Bank of Nova Scotia
Ontario, Canada
– -$327K -6,151 Closed
Truist Financial
350
Truist Financial
North Carolina
– -$306K -5,760 Closed
11 12 13
14
15

NJR Hedge Fund Activity: Q2 2023 in Review

342 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2023, worth a combined $3.41B — down 13% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new NJR positions and 29 closed out — a net gain of 22 holders — while 108 added to existing stakes and 128 trimmed.

The largest buyer was BlackRock, adding an estimated $38.1M. The largest seller was State Street, cutting an estimated $77.8M.

  • 342 institutional investors held New Jersey Resources (NJR) as of Q2 2023, up from 321 in Q1 2023.
  • Funds reported $3.41B of New Jersey Resources stock for Q2 2023, down 13% quarter-over-quarter.
  • 51 funds opened new New Jersey Resources positions in Q2 2023 and 29 closed out, a net change of +22 holders.
  • The largest New Jersey Resources buyer in Q2 2023 was BlackRock, an estimated $38.1M added.
  • The largest New Jersey Resources seller in Q2 2023 was State Street, an estimated $77.8M sold.

Based on aggregated 13F filings for Q2 2023.