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New Jersey Resources

279 hedge funds and large institutions have $2.84B invested in New Jersey Resources in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 106 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

551% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $164K

104% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 28

56% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 68

22% more capital invested

Capital invested by funds: $2.33B → $2.84B (+$509M)

9% more funds holding

Funds holding: 256279 (+23)

2.81% more ownership

Funds ownership: 69.3%72.11% (+2.8%)

Holders
279
Holders Change
+23
Holders Change %
+8.98%
% of All Funds
4.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
57
Increased
106
Reduced
68
Closed
28
Calls
$1.07M
Puts
$164K
Net Calls
+$904K
Net Calls Change
-$286K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$15.2M +$3.22M +83,232 +29%
Lazard Asset Management
27
Lazard Asset Management
New York
$13.9M +$4.41M +113,965 +51%
Principal Financial Group
28
Principal Financial Group
Iowa
$13.5M -$170K -4,401 -1%
GT
29
Glenmede Trust
Pennsylvania
$13.5M -$581K -15,040 -4%
Bank of America
30
Bank of America
North Carolina
$13M +$558K +14,432 +5%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$12.8M +$66.6K +1,722 +0.6%
BFA
32
Bragg Financial Advisors
North Carolina
$9.97M
JGUA
33
John G. Ullman & Associates
New York
$9.93M -$137K -3,550 -1%
Legal & General Group
34
Legal & General Group
United Kingdom
$9.88M +$327K +8,460 +4%
Invesco
35
Invesco
Georgia
$9.84M +$3.41M +88,192 +58%
AllianceBernstein
36
AllianceBernstein
Tennessee
$9.59M -$128K -3,319 -1%
PPA
37
Parametric Portfolio Associates
Washington
$9.31M +$621K +16,073 +8%
Deutsche Bank
38
Deutsche Bank
Germany
$9.21M +$266K +6,891 +3%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$8.94M +$42.4K +1,096 +0.5%
AIG
40
American International Group
New York
$8.76M -$174K -4,499 -2%
Swiss National Bank
41
Swiss National Bank
Switzerland
$8.72M -$19.3K -500 -0.2%
VIA
42
Vident Investment Advisory
Georgia
$7.75M -$90.6K -2,344 -1%
TIS
43
Tortoise Index Solutions
Kansas
$7.75M -$93.4K -2,415 -1%
KFP
44
Keystone Financial Planning
Ohio
$7.52M -$102K -2,628 -1%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$7M +$1.06M +27,300 +19%
UBS AM
46
UBS AM
Illinois
$6.63M +$211K +5,454 +3%
HAI
47
Hennessy Advisors Inc
California
$6.57M -$812K -21,000 -12%
EVM
48
Eaton Vance Management
Massachusetts
$6.51M -$657 -17 -0%
Stifel Financial
49
Stifel Financial
Missouri
$6.19M +$297K +7,691 +5%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$5.97M +$94.4K +2,443 +2%

NJR Hedge Fund Activity: Q4 2021 in Review

279 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2021, worth a combined $2.84B — up 22% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new NJR positions and 28 closed out — a net gain of 29 holders — while 106 added to existing stakes and 68 trimmed.

The largest buyer was Millennium Management, adding an estimated $19.1M. The largest seller was First Trust Advisors, cutting an estimated $8.23M.

  • 279 institutional investors held New Jersey Resources (NJR) as of Q4 2021, up from 256 in Q3 2021.
  • Funds reported $2.84B of New Jersey Resources stock for Q4 2021, up 22% quarter-over-quarter.
  • 57 funds opened new New Jersey Resources positions in Q4 2021 and 28 closed out, a net change of +29 holders.
  • The largest New Jersey Resources buyer in Q4 2021 was Millennium Management, an estimated $19.1M added.
  • The largest New Jersey Resources seller in Q4 2021 was First Trust Advisors, an estimated $8.23M sold.

Based on aggregated 13F filings for Q4 2021.