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New Jersey Resources

438 hedge funds and large institutions have $4.18B invested in New Jersey Resources in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 179 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 33

50% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 119

17% more capital invested

Capital invested by funds: $3.56B → $4.18B (+$620M)

6% more funds holding

Funds holding: 413438 (+25)

1.11% less ownership

Funds ownership: 76.52%75.41% (-1.1%)

Holders
438
Holders Change
+25
Holders Change %
+6.05%
% of All Funds
5.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
67
Increased
179
Reduced
119
Closed
33
Calls
$736K
Puts
Net Calls
+$736K
Net Calls Change
+$3.55M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
351
Crews Bank & Trust
Florida
$41.1K
HWA
352
Heritage Wealth Advisors
Virginia
$38.4K
VCM
353
Versant Capital Management
Arizona
$35.4K
PGAM
354
Princeton Global Asset Management
New Jersey
$35.2K
TCM
355
Tradewinds Capital Management
Washington
$34.2K
HCA
356
Harbor Capital Advisors
Illinois
$34K +$6.1K +118 +23%
MWA
357
Medallion Wealth Advisors
Connecticut
$33K
PIS
358
POM Investment Strategies
North Carolina
$33K +$31K +600 New
RFP
359
Root Financial Partners
California
$28.9K +$9.82K +190 +57%
RF
360
Roxbury Financial
New Jersey
$28.1K +$207 +4 +0.8%
ADL
361
Asset Dedication LLC
California
$27K
SWM
362
SHP Wealth Management
Massachusetts
$25.8K
PWAM
363
Private Wealth Asset Management
Iowa
$24.2K
EP
364
Essential Partners
California
$22.5K +$1.29K +25 +6%
Optiver Holding
365
Optiver Holding
Netherlands
$22.3K -$12K -233 -36%
FIA
366
FNY Investment Advisers
New York
$21K
MPWT
367
MassMutual Private Wealth & Trust
Connecticut
$21K +$465 +9 +2%
GGI
368
Godsey & Gibb Inc
Virginia
$19.3K
M
369
MOTCO
Texas
$19.2K
PFBT
370
Parkside Financial Bank & Trust
Missouri
$18.2K +$465 +9 +3%
VFM
371
Vision Financial Markets
Connecticut
$17.6K
AAP
372
Arax Advisory Partners
Colorado
$16.7K +$4.75K +92 +43%
PP
373
PFS Partners
New Jersey
$16.5K
TF
374
Tompkins Financial
New York
$16.5K
AssetMark Inc
375
AssetMark Inc
California
$15K +$6.62K +128 +88%

NJR Hedge Fund Activity: Q1 2026 in Review

438 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2026, worth a combined $4.18B — up 17% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new NJR positions and 33 closed out — a net gain of 34 holders — while 179 added to existing stakes and 119 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $19.5M. The largest seller was BlackRock, cutting an estimated $23.4M.

  • 438 institutional investors held New Jersey Resources (NJR) as of Q1 2026, up from 413 in Q4 2025.
  • Funds reported $4.18B of New Jersey Resources stock for Q1 2026, up 17% quarter-over-quarter.
  • 67 funds opened new New Jersey Resources positions in Q1 2026 and 33 closed out, a net change of +34 holders.
  • The largest New Jersey Resources buyer in Q1 2026 was AQR Capital Management, an estimated $19.5M added.
  • The largest New Jersey Resources seller in Q1 2026 was BlackRock, an estimated $23.4M sold.

Based on aggregated 13F filings for Q1 2026.