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New Jersey Resources

342 hedge funds and large institutions have $3.41B invested in New Jersey Resources in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 108 increasing their positions, 128 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 29

7% more funds holding

Funds holding: 321342 (+21)

1.66% less ownership

Funds ownership: 76.14%74.48% (-1.7%)

13% less capital invested

Capital invested by funds: $3.92B → $3.41B (-$511M)

16% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 128

Holders
342
Holders Change
+21
Holders Change %
+6.54%
% of All Funds
5.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
51
Increased
108
Reduced
128
Closed
29
Calls
$524K
Puts
Net Calls
+$524K
Net Calls Change
-$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$20.2M +$1.06M +21,118 +5%
Principal Financial Group
27
Principal Financial Group
Iowa
$18.1M -$113K -2,237 -0.6%
EIP
28
Energy Income Partners
Connecticut
$17M -$219K -4,343 -1%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$16.2M +$164K +3,262 +1%
Victory Capital Management
30
Victory Capital Management
Texas
$16.2M +$34.6K +687 +0.2%
GT
31
Glenmede Trust
Pennsylvania
$15.3M +$25.7K +510 +0.2%
Man Group
32
Man Group
United Kingdom
$14.6M +$15.6M +309,515 New
BFA
33
Bragg Financial Advisors
North Carolina
$13.9M +$215K +4,268 +1%
Barclays
34
Barclays
United Kingdom
$13.9M +$2.56M +50,721 +21%
Bank of America
35
Bank of America
North Carolina
$10.8M -$3.57M -70,847 -24%
Legal & General Group
36
Legal & General Group
United Kingdom
$10.6M +$421K +8,350 +4%
AllianceBernstein
37
AllianceBernstein
Tennessee
$10.1M -$203K -4,034 -2%
Swiss National Bank
38
Swiss National Bank
Switzerland
$9.96M +$151K +3,000 +1%
LIP
39
Lighthouse Investment Partners
Florida
$9.94M +$10.6M +210,621 New
Lazard Asset Management
40
Lazard Asset Management
New York
$9.67M -$267K -5,300 -3%
ETC
41
Exchange Traded Concepts
Oklahoma
$9.48M +$9.5M +188,440 +1,517%
AIG
42
American International Group
New York
$9.07M -$140K -2,782 -1%
TIS
43
Tortoise Index Solutions
Kansas
$8.91M -$890K -17,669 -9%
Deutsche Bank
44
Deutsche Bank
Germany
$8.84M -$774K -15,352 -8%
UBS AM
45
UBS AM
Illinois
$8.62M
Stifel Financial
46
Stifel Financial
Missouri
$8.37M +$90.4K +1,794 +1%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$7.31M +$4.79M +95,136 +160%
Citadel Advisors
48
Citadel Advisors
Florida
$6.92M +$4M +79,394 +118%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$6.81M -$45.4K -900 -0.6%
JGUA
50
John G. Ullman & Associates
New York
$6.4M -$75.6K -1,500 -1%

NJR Hedge Fund Activity: Q2 2023 in Review

342 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2023, worth a combined $3.41B — down 13% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new NJR positions and 29 closed out — a net gain of 22 holders — while 108 added to existing stakes and 128 trimmed.

The largest buyer was BlackRock, adding an estimated $38.1M. The largest seller was State Street, cutting an estimated $77.8M.

  • 342 institutional investors held New Jersey Resources (NJR) as of Q2 2023, up from 321 in Q1 2023.
  • Funds reported $3.41B of New Jersey Resources stock for Q2 2023, down 13% quarter-over-quarter.
  • 51 funds opened new New Jersey Resources positions in Q2 2023 and 29 closed out, a net change of +22 holders.
  • The largest New Jersey Resources buyer in Q2 2023 was BlackRock, an estimated $38.1M added.
  • The largest New Jersey Resources seller in Q2 2023 was State Street, an estimated $77.8M sold.

Based on aggregated 13F filings for Q2 2023.