We are live on ! Find out more
NJR icon

New Jersey Resources

265 hedge funds and large institutions have $2.71B invested in New Jersey Resources in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% less ownership

Funds ownership: 71.68%71.3% (-0.38%)

1% less capital invested

Capital invested by funds: $2.74B → $2.71B (-$29M)

1% less funds holding

Funds holding: 269265 (-4)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

25% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 100

Holders
265
Holders Change
-4
Holders Change %
-1.49%
% of All Funds
4.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
75
Reduced
100
Closed
31
Calls
$3.21M
Puts
Net Calls
+$3.21M
Net Calls Change
-$534K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$16.3M -$350K -8,284 -2%
BTW
27
Boston Trust Walden
Massachusetts
$15.8M -$1.11M -26,281 -6%
Principal Financial Group
28
Principal Financial Group
Iowa
$13.4M +$186K +4,400 +1%
GT
29
Glenmede Trust
Pennsylvania
$13.2M -$546K -12,935 -4%
Bank of America
30
Bank of America
North Carolina
$12.8M -$525K -12,425 -4%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$12.3M -$457K -10,820 -3%
BFA
32
Bragg Financial Advisors
North Carolina
$11.3M -$10.1K -240 -0.1%
JGUA
33
John G. Ullman & Associates
New York
$9.79M -$165K -3,900 -2%
AllianceBernstein
34
AllianceBernstein
Tennessee
$9.56M -$1.26M -29,755 -11%
Lazard Asset Management
35
Lazard Asset Management
New York
$9.54M -$307K -7,277 -3%
Legal & General Group
36
Legal & General Group
United Kingdom
$8.75M -$525K -12,438 -5%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$8.49M -$4.15M -98,162 -31%
Swiss National Bank
38
Swiss National Bank
Switzerland
$8.4M -$296K -7,000 -3%
TIS
39
Tortoise Index Solutions
Kansas
$7.72M +$273K +6,461 +3%
VIA
40
Vident Investment Advisory
Georgia
$7.72M +$273K +6,461 +3%
Deutsche Bank
41
Deutsche Bank
Germany
$7.35M -$241K -5,708 -3%
HAI
42
Hennessy Advisors Inc
California
$7.35M -$224K -5,300 -3%
BNP Paribas Asset Management
43
BNP Paribas Asset Management
France
$7.3M -$1.81M -42,962 -19%
KFP
44
Keystone Financial Planning
Ohio
$7.14M -$290K -6,872 -4%
Invesco
45
Invesco
Georgia
$6.75M +$942K +22,289 +15%
EVM
46
Eaton Vance Management
Massachusetts
$6.29M +$4.39M +103,881 +189%
Prudential Financial
47
Prudential Financial
New Jersey
$6.26M +$5.91M +140,016 +769%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.23M -$61.3K -1,452 -0.9%
UBS AM
49
UBS AM
Illinois
$6.23M +$190K +4,503 +3%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$5.43M +$253K +6,000 +5%

NJR Hedge Fund Activity: Q2 2021 in Review

265 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2021, worth a combined $2.71B — down 1.1% from $2.74B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of NJR and 27 opened new positions — a net loss of 4 holders — while 100 trimmed existing stakes and 75 added.

The largest buyer was State Street, adding an estimated $52M. The largest seller was Brookfield Corp, exiting entirely with an estimated $35.7M sold.

  • 265 institutional investors held New Jersey Resources (NJR) as of Q2 2021, down from 269 in Q1 2021.
  • Funds reported $2.71B of New Jersey Resources stock for Q2 2021, down 1.1% quarter-over-quarter.
  • 27 funds opened new New Jersey Resources positions in Q2 2021 and 31 closed out, a net change of -4 holders.
  • The largest New Jersey Resources buyer in Q2 2021 was State Street, an estimated $52M added.
  • The largest New Jersey Resources seller in Q2 2021 was Brookfield Corp, an estimated $35.7M sold.

Based on aggregated 13F filings for Q2 2021.