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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
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$6.37M -$673K -13,350 -9%
MCM
52
Mattern Capital Management
Colorado
$6.33M +$190K +3,765 +3%
CS
53
Credit Suisse
Switzerland
$6.21M +$764K +15,154 +13%
HAI
54
Hennessy Advisors Inc
California
$6.13M -$338K -6,700 -5%
Retirement Systems of Alabama
55
Retirement Systems of Alabama
Alabama
$5.9M -$82.6K -1,639 -1%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$5.55M -$145K -2,885 -2%
Canada Life
57
Canada Life
Manitoba, Canada
$5.53M -$277K -5,497 -4%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$5.24M -$1.5M -29,688 -21%
LPL Financial
59
LPL Financial
California
$5.14M +$315K +6,246 +6%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.1M -$123K -2,442 -2%
MIM
61
MetLife Investment Management
New Jersey
$5.06M -$26.8K -532 -0.5%
CHAM
62
Clear Harbor Asset Management
Connecticut
$5.05M +$5.04K +100 +0.1%
MSRPS
63
Maryland State Retirement & Pension System
Maryland
$4.83M +$159K +3,164 +3%
TD Asset Management
64
TD Asset Management
Ontario, Canada
$4.57M +$711K +14,100 +17%
Franklin Resources
65
Franklin Resources
California
$4.16M +$45.3K +898 +1%
TPSF
66
Texas Permanent School Fund
Texas
$4.03M -$76.3K -1,514 -2%
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
$3.97M -$120K -2,382 -3%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$3.97M +$127K +2,526 +3%
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$3.65M +$2.65M +52,644 +214%
HFM
70
Hartford Financial Management
Connecticut
$3.61M
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
$3.54M +$1.01K +20 +0%
State of Tennessee, Department of Treasury
72
State of Tennessee, Department of Treasury
Tennessee
$3.38M
MOACM
73
Mutual of America Capital Management
New York
$3.33M -$376K -7,471 -10%
ACA
74
Aptus Capital Advisors
Alabama
$3.27M +$268K +5,320 +8%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$3.09M -$432K -8,567 -12%

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.