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New Jersey Resources

321 hedge funds and large institutions have $3.92B invested in New Jersey Resources in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 123 increasing their positions, 102 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,229% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $112K

24% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 34

21% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 102

13% more capital invested

Capital invested by funds: $3.48B → $3.92B (+$439M)

2% more funds holding

Funds holding: 315321 (+6)

0.38% more ownership

Funds ownership: 75.76%76.14% (+0.38%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
321
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
5.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
123
Reduced
102
Closed
34
Calls
$2.61M
Puts
$112K
Net Calls
+$2.5M
Net Calls Change
+$710K
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$21.7M +$8.73M +171,342 +73%
Principal Financial Group
27
Principal Financial Group
Iowa
$20.5M +$500K +9,812 +3%
EIP
28
Energy Income Partners
Connecticut
$19.4M -$2.15M -42,186 -10%
Victory Capital Management
29
Victory Capital Management
Texas
$18.2M +$15.1M +297,174 +668%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$18.1M +$118K +2,315 +0.7%
Bank of America
31
Bank of America
North Carolina
$15.9M +$3.21M +62,925 +27%
BFA
32
Bragg Financial Advisors
North Carolina
$15.5M +$20.8K +408 +0.1%
GT
33
Glenmede Trust
Pennsylvania
$15.4M -$103K -2,026 -0.7%
Barclays
34
Barclays
United Kingdom
$12.9M +$8.29M +162,669 +202%
AllianceBernstein
35
AllianceBernstein
Tennessee
$11.6M -$118K -2,311 -1%
Legal & General Group
36
Legal & General Group
United Kingdom
$11.5M +$158K +3,096 +1%
Lazard Asset Management
37
Lazard Asset Management
New York
$11.2M -$259K -5,076 -2%
Swiss National Bank
38
Swiss National Bank
Switzerland
$11.1M -$1.24M -24,400 -10%
TIS
39
Tortoise Index Solutions
Kansas
$11M -$135K -2,644 -1%
Deutsche Bank
40
Deutsche Bank
Germany
$10.8M +$601K +11,795 +6%
AIG
41
American International Group
New York
$10.4M +$28.8K +566 +0.3%
Stifel Financial
42
Stifel Financial
Missouri
$9.34M +$880K +17,266 +11%
UBS AM
43
UBS AM
Illinois
$8.62M +$329K +6,460 +4%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$7.89M -$264K -5,183 -3%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$7.72M -$5.09K -100 -0.1%
JGUA
46
John G. Ullman & Associates
New York
$7.29M -$91.7K -1,800 -1%
HAI
47
Hennessy Advisors Inc
California
$7.26M
MCM
48
Mattern Capital Management
Colorado
$6.94M +$68.7K +1,349 +1%
Retirement Systems of Alabama
49
Retirement Systems of Alabama
Alabama
$6.73M -$11.9K -234 -0.2%
Canada Life
50
Canada Life
Manitoba, Canada
$6.51M +$381K +7,475 +7%

NJR Hedge Fund Activity: Q1 2023 in Review

321 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2023, worth a combined $3.92B — up 13% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new NJR positions and 34 closed out — a net gain of 8 holders — while 123 added to existing stakes and 102 trimmed.

The largest buyer was State Street, adding an estimated $54.5M. The largest seller was Wellington Management Group, cutting an estimated $39.1M.

  • 321 institutional investors held New Jersey Resources (NJR) as of Q1 2023, up from 315 in Q4 2022.
  • Funds reported $3.92B of New Jersey Resources stock for Q1 2023, up 13% quarter-over-quarter.
  • 42 funds opened new New Jersey Resources positions in Q1 2023 and 34 closed out, a net change of +8 holders.
  • The largest New Jersey Resources buyer in Q1 2023 was State Street, an estimated $54.5M added.
  • The largest New Jersey Resources seller in Q1 2023 was Wellington Management Group, an estimated $39.1M sold.

Based on aggregated 13F filings for Q1 2023.