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New Jersey Resources

400 hedge funds and large institutions have $3.71B invested in New Jersey Resources in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 164 increasing their positions, 119 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $304K

38% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 119

28% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 43

7% more capital invested

Capital invested by funds: $3.47B → $3.71B (+$239M)

2% more funds holding

Funds holding: 393400 (+7)

0.83% more ownership

Funds ownership: 74.47%75.31% (+0.83%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
400
Holders Change
+7
Holders Change %
+1.78%
% of All Funds
5.36%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
55
Increased
164
Reduced
119
Closed
43
Calls
$1.28M
Puts
$304K
Net Calls
+$981K
Net Calls Change
+$482K
Name Holding Trade Value Shares
Change
Change in
Stake
BLC
326
Brown, Lisle/Cummings
Rhode Island
$38.6K
FDCDDQ
327
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.8K +$36.5K +770 New
CBT
328
Crews Bank & Trust
Florida
$36.7K +$35.5K +748 New
HWA
329
Heritage Wealth Advisors
Virginia
$34.3K
PGAM
330
Princeton Global Asset Management
New Jersey
$31.4K
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$29.3K +$95 +2 +0.3%
PA
332
Parallel Advisors
California
$28.9K +$4.36K +92 +19%
VSQM
333
V-Square Quantitative Management
Illinois
$28.5K
FWM
334
FSA Wealth Management
Massachusetts
$28.2K
CIAS
335
CBIZ Investment Advisory Services
Ohio
$25K
PP
336
PFS Partners
New Jersey
$24.5K
ADL
337
Asset Dedication LLC
California
$24.1K
RF
338
Roxbury Financial
New Jersey
$23.9K +$190 +4 +0.8%
SAM
339
Smartleaf Asset Management
Massachusetts
$23.2K -$9.05K -191 -29%
PWAM
340
Private Wealth Asset Management
Iowa
$21.6K +$20.9K +440 New
MCM
341
Manchester Capital Management
Vermont
$19.1K -$190 -4 -1%
FIA
342
FNY Investment Advisers
New York
$19K -$474K -10,000 -96%
HCA
343
Harbor Capital Advisors
Illinois
$19K -$1.99K -42 -10%
Bessemer Group
344
Bessemer Group
New Jersey
$18K -$5.93K -125 -25%
RA
345
Rise Advisors
New York
$17.5K -$10.2K -216 -38%
GGI
346
Godsey & Gibb Inc
Virginia
$17.2K
M
347
MOTCO
Texas
$17.2K -$5.45K -115 -25%
EWA
348
EverSource Wealth Advisors
Alabama
$16.4K +$9.53K +201 +150%
BAM
349
Byrne Asset Management
New Jersey
$15.9K
CIAM
350
Caitong International Asset Management
Hong Kong
$15.8K +$15.3K +322 New

NJR Hedge Fund Activity: Q1 2025 in Review

400 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2025, worth a combined $3.71B — up 6.9% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new NJR positions and 43 closed out — a net gain of 12 holders — while 164 added to existing stakes and 119 trimmed.

The largest buyer was BlackRock, adding an estimated $43.5M. The largest seller was Vanguard Group, cutting an estimated $21.7M.

  • 400 institutional investors held New Jersey Resources (NJR) as of Q1 2025, up from 393 in Q4 2024.
  • Funds reported $3.71B of New Jersey Resources stock for Q1 2025, up 6.9% quarter-over-quarter.
  • 55 funds opened new New Jersey Resources positions in Q1 2025 and 43 closed out, a net change of +12 holders.
  • The largest New Jersey Resources buyer in Q1 2025 was BlackRock, an estimated $43.5M added.
  • The largest New Jersey Resources seller in Q1 2025 was Vanguard Group, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2025.