We are live on ! Find out more
NJR icon

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
BCM
351
BlueCrest Capital Management
Jersey
– -$293K -5,500 Closed
BCI
352
Brinker Capital Investments
Pennsylvania
– -$284K -5,336 Closed
OPS
353
Orion Portfolio Solutions
Nebraska
– -$284K -5,336 Closed
RL
354
Retireful LLC
Michigan
– -$283K -5,324 Closed
Two Sigma Investments
355
Two Sigma Investments
New York
– -$234K -4,400 Closed
FMWA
356
Forvis Mazars Wealth Advisors
Missouri
– -$224K -4,213 Closed
JWCA
357
J.W. Coons Advisors
Ohio
– -$219K -4,125 Closed
AWS
358
Atria Wealth Solutions
New York
– -$210K -3,912 Closed
BP
359
Ballentine Partners
Massachusetts
– -$204K -3,838 Closed
VI
360
Vestcor Inc
New Brunswick, Canada
– -$185K -3,469 Closed
DFCM
361
Dark Forest Capital Management
Puerto Rico
– -$150K -2,813 Closed
TWA
362
TCI Wealth Advisors
Arizona
– -$78.7K -1,479 Closed
CWP
363
Concord Wealth Partners
Virginia
– -$28.1K -528 Closed
AAS
364
Ameritas Advisory Services
Nebraska
– -$27K -508 Closed
SC
365
Schubert & Co
Texas
– -$3.46K -65 Closed
VFA
366
Values First Advisors
Tennessee
– -$3.19K -60 Closed
CAL
367
Capital Advisors Ltd
Ohio
– -$3K -53 Closed
CT
368
Caldwell Trust
Florida
– -$1.6K -30 Closed
GFWA
369
Grey Fox Wealth Advisors
Delaware
– -$1.28K -24 Closed
PVH
370
Psagot Value Holdings
Israel
– -$353 -7 -64%
FMP
371
Financial Management Professionals
Texas
– +$302 +6 New
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.