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New Jersey Resources

362 hedge funds and large institutions have $3.43B invested in New Jersey Resources in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 139 increasing their positions, 108 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 25

29% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 108

12% more capital invested

Capital invested by funds: $3.06B → $3.43B (+$374M)

9% more funds holding

Funds holding: 332362 (+30)

1.04% more ownership

Funds ownership: 72.35%73.39% (+1%)

Holders
362
Holders Change
+30
Holders Change %
+9.04%
% of All Funds
5.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
56
Increased
139
Reduced
108
Closed
25
Calls
$387K
Puts
Net Calls
+$387K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
326
Planning Capital Management Corporation
Pennsylvania
$12.7K
CPA
327
Capital Performance Advisors
California
$11.8K +$11.4K +250 New
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
$11.4K -$3.7K -81 -25%
C
329
Covestor
United Kingdom
$11K -$10.5K -229 -49%
CT
330
Colonial Trust
South Carolina
$9.77K
TCOV
331
Trust Company of Vermont
Vermont
$9.49K +$9.18K +201 New
AIM
332
Anchor Investment Management
South Carolina
$9.44K
KFI
333
Key Financial Inc
Pennsylvania
$9.2K
LC
334
Lindbrook Capital
California
$8.12K +$594 +13 +8%
PWMG
335
Private Wealth Management Group
New Jersey
$7.46K
EWA
336
EverSource Wealth Advisors
Alabama
$6.33K -$12.9K -283 -68%
AA
337
Ancora Advisors
Ohio
$5.85K
HFS
338
Hantz Financial Services
Michigan
$5K
RIL
339
Rothschild Investment LLC
Illinois
$4.96K +$2.51K +55 +110%
CIA
340
Cape Investment Advisory
Georgia
$4.76K +$46 +1 +1%
CMBA
341
C.M. Bidwell & Associates
Hawaii
$4.67K +$4.52K +99 New
BTI
342
Blue Trust Inc
Georgia
$4.32K +$4.02K +88 +677%
ST
343
Smithfield Trust
Pennsylvania
$4K
HWM
344
Hemington Wealth Management
Virginia
$4K +$4.79K +105 New
Mitsubishi UFJ Asset Management
345
Mitsubishi UFJ Asset Management
Japan
$3.54K
JWA
346
JFS Wealth Advisors
Pennsylvania
$3.45K +$137 +3 +4%
BIA
347
Bell Investment Advisors
California
$3.26K -$548 -12 -15%
CSB
348
City State Bank
Iowa
$3.02K
IHWM
349
Iron Horse Wealth Management
Iowa
$1.98K
FMII
350
Farmers & Merchants Investments Inc
Nebraska
$1.89K

NJR Hedge Fund Activity: Q3 2024 in Review

362 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q3 2024, worth a combined $3.43B — up 12% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new NJR positions and 25 closed out — a net gain of 31 holders — while 139 added to existing stakes and 108 trimmed.

The largest buyer was ProShare Advisors, adding an estimated $39.2M. The largest seller was Duff & Phelps Investment Management, exiting entirely with an estimated $37.4M sold.

  • 362 institutional investors held New Jersey Resources (NJR) as of Q3 2024, up from 332 in Q2 2024.
  • Funds reported $3.43B of New Jersey Resources stock for Q3 2024, up 12% quarter-over-quarter.
  • 56 funds opened new New Jersey Resources positions in Q3 2024 and 25 closed out, a net change of +31 holders.
  • The largest New Jersey Resources buyer in Q3 2024 was ProShare Advisors, an estimated $39.2M added.
  • The largest New Jersey Resources seller in Q3 2024 was Duff & Phelps Investment Management, an estimated $37.4M sold.

Based on aggregated 13F filings for Q3 2024.