New Jersey Resources
322 hedge funds and large institutions have $3.18B invested in New Jersey Resources in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 112 reducing their positions, and 34 closing their positions.
8,250% more call options, than puts
Call options by funds: $334K | Put options by funds: $4K
26% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 34
11% more capital invested
Capital invested by funds: $2.87B → $3.18B (+$307M)
4% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 112
0.77% more ownership
Funds ownership: 72.06% → 72.83% (+0.77%)
1% more funds holding
Funds holding: 320 → 322 (+2)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$49.1M |
| 2 |
Neuberger Berman Group
New York
|
+$22M |
| 3 |
BlackRock
New York
|
+$19.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.2M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$12.4M |
Top Sellers
| 1 |
Millennium Management
New York
|
-$18.7M |
| 2 |
LIP
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
|
-$18M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$17.8M |
| 4 |
Bank of New York Mellon
New York
|
-$7.97M |
| 5 |
Renaissance Technologies
New York
|
-$6.92M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ICM
351
Intrepid Capital Management
Jacksonville Beach,
Florida
| – | -$36.8K | -906 | Closed |
|
|
TWM
352
Tradition Wealth Management
Edina,
Minnesota
| – | -$3K | -66 | Closed |
|
353
Group One Trading
Chicago,
Illinois
| – | -$1.96K | -46 | Closed |
|
|
LFA
354
LGT Financial Advisors
Dallas,
Texas
| – | -$447 | -11 | Closed |
|
NJR Hedge Fund Activity: Q4 2023 in Review
322 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2023, worth a combined $3.18B — up 11% from $2.87B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new NJR positions and 34 closed out — a net gain of 9 holders — while 116 added to existing stakes and 112 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $49.1M. The largest seller was Millennium Management, cutting an estimated $18.7M.
- 322 institutional investors held New Jersey Resources (NJR) as of Q4 2023, up from 320 in Q3 2023.
- Funds reported $3.18B of New Jersey Resources stock for Q4 2023, up 11% quarter-over-quarter.
- 43 funds opened new New Jersey Resources positions in Q4 2023 and 34 closed out, a net change of +9 holders.
- The largest New Jersey Resources buyer in Q4 2023 was Morgan Stanley, an estimated $49.1M added.
- The largest New Jersey Resources seller in Q4 2023 was Millennium Management, an estimated $18.7M sold.
Based on aggregated 13F filings for Q4 2023.