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New Jersey Resources

453 hedge funds and large institutions have $4.51B invested in New Jersey Resources in 2026 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 182 increasing their positions, 124 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 42

47% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 124

8% more capital invested

Capital invested by funds: $4.18B → $4.51B (+$336M)

4.35% more ownership

Funds ownership: 75.41%79.76% (+4.3%)

3% more funds holding

Funds holding: 438453 (+15)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
453
Holders Change
+15
Holders Change %
+3.42%
% of All Funds
5.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
66
Increased
182
Reduced
124
Closed
42
Calls
$829K
Puts
Net Calls
+$829K
Net Calls Change
+$93K
Name Holding Trade Value Shares
Change
Change in
Stake
EPW
476
Evolve Private Wealth
California
-$246K -4,480 Closed
BFW
477
Brady Family Wealth
Missouri
-$234K -4,265 Closed
Lazard Asset Management
478
Lazard Asset Management
New York
-$226K -4,118 Closed
SAM
479
Silvercrest Asset Management
New York
-$201K -3,662 Closed
ACM
480
Aster Capital Management
United Arab Emirates
-$161K -3,285 Closed
Los Angeles Capital Management
481
Los Angeles Capital Management
California
-$148K -2,689 Closed
RFP
482
Root Financial Partners
California
-$28.9K -526 Closed
ADL
483
Asset Dedication LLC
California
-$27K -492 Closed
MHIP
484
Mountain Hill Investment Partners
New Jersey
-$9.28K -169 Closed
SIS
485
Sound Income Strategies
Florida
-$7.26K -132 Closed
TCM
486
Triumph Capital Management
Colorado
-$2.77K -50 Closed
ECM
487
Estabrook Capital Management
New York
-$2.36K -43 Closed
LAS
488
Lloyd Advisory Services
Georgia
-$2.19K -40 Closed
WSFG
489
Wall Street Financial Group
Illinois
-$989 -18 Closed
TPWA
490
Twin Peaks Wealth Advisors
California
-$934 -17 Closed
VWM
491
Vermillion Wealth Management
Minnesota
-$330 -6 Closed
AUB
492
Atlantic Union Bankshares
Virginia
-$275 -5 Closed
AGWCA
493
Annis Gardner Whiting Capital Advisors
Florida
-$110 -2 Closed
CW
494
Curio Wealth
Maryland
-$110 -2 Closed
NWM
495
Navigoe Wealth Management
California
+$448 +8 New

NJR Hedge Fund Activity: Q2 2026 in Review

453 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2026, worth a combined $4.51B — up 8% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new NJR positions and 42 closed out — a net gain of 24 holders — while 182 added to existing stakes and 124 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $40.5M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $36M sold.

  • 453 institutional investors held New Jersey Resources (NJR) as of Q2 2026, up from 438 in Q1 2026.
  • Funds reported $4.51B of New Jersey Resources stock for Q2 2026, up 8% quarter-over-quarter.
  • 66 funds opened new New Jersey Resources positions in Q2 2026 and 42 closed out, a net change of +24 holders.
  • The largest New Jersey Resources buyer in Q2 2026 was AQR Capital Management, an estimated $40.5M added.
  • The largest New Jersey Resources seller in Q2 2026 was Massachusetts Financial Services, an estimated $36M sold.

Based on aggregated 13F filings for Q2 2026.