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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
Mitsubishi UFJ Asset Management
401
Mitsubishi UFJ Asset Management
Japan
$4.12K
KG
402
Kilter Group
New York
$3.9K +$3.05K +59 +492%
CFB
403
Cullen/Frost Bankers
Texas
$3.64K -$38.3K -741 -92%
JWA
404
JFS Wealth Advisors
Pennsylvania
$3.26K -$2.43K -47 -44%
PWA
405
Physician Wealth Advisors
Utah
$3.02K
TCM
406
Triumph Capital Management
Colorado
$2.77K +$2.58K +50 New
DF
407
Dunhill Financial
United Kingdom
$2.38K +$2.12K +41 +2,050%
ECM
408
Estabrook Capital Management
New York
$2.36K +$2.22K +43 New
KFG
409
Kingdom Financial Group
Arizona
$2.19K -$3.26K -63 -61%
LAS
410
Lloyd Advisory Services
Georgia
$2.19K +$2.07K +40 New
RWM
411
Rialto Wealth Management
New York
$1.98K +$724 +14 +64%
TM
412
Torren Management
California
$1.82K -$37.2K -719 -96%
FC
413
Financial Consulate
Maryland
$1.59K
TFA
414
Transamerica Financial Advisors
Florida
$1.54K +$1.45K +28 New
CA
415
Clearstead Advisors
Ohio
$1.37K -$14.7K -285 -92%
SG
416
Sankala Group
Colorado
$1.26K
DPW
417
DiNuzzo Private Wealth
Pennsylvania
$1.1K
CSB
418
City State Bank
Iowa
$1.1K -$52 -1 -5%
TWD
419
True Wealth Design
Ohio
$1.04K +$982 +19 New
BHWM
420
Bay Harbor Wealth Management
Maryland
$995 +$362 +7 +64%
WSFG
421
Wall Street Financial Group
Illinois
$989 +$930 +18 New
CPG
422
Cornerstone Planning Group
New Jersey
$952 +$465 +9 +113%
TPWA
423
Twin Peaks Wealth Advisors
California
$934 +$879 +17 New
SIC
424
SJS Investment Consulting
Ohio
$879 +$258 +5 +45%
BFS
425
Bare Financial Services
Pennsylvania
$824

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.