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New Jersey Resources

322 hedge funds and large institutions have $3.18B invested in New Jersey Resources in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 112 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,250% more call options, than puts

Call options by funds: $334K | Put options by funds: $4K

26% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 34

11% more capital invested

Capital invested by funds: $2.87B → $3.18B (+$307M)

4% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 112

0.77% more ownership

Funds ownership: 72.06%72.83% (+0.77%)

1% more funds holding

Funds holding: 320322 (+2)

Holders
322
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
4.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
116
Reduced
112
Closed
34
Calls
$334K
Puts
$4K
Net Calls
+$330K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$6.12M +$326K +7,651 +6%
BFEC
52
Benjamin F. Edwards & Company
Missouri
$6.07M +$5.8M +136,020 +83,963%
State of Wisconsin Investment Board
53
State of Wisconsin Investment Board
Wisconsin
$6.04M +$800K +18,771 +16%
JGUA
54
John G. Ullman & Associates
New York
$5.93M -$55.4K -1,300 -1%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$5.79M -$450K -10,563 -8%
HAI
56
Hennessy Advisors Inc
California
$5.65M -$141K -3,300 -3%
CHAM
57
Clear Harbor Asset Management
Connecticut
$5.51M +$703K +16,486 +15%
Canada Life
58
Canada Life
Manitoba, Canada
$5.48M +$13.1K +308 +0.3%
Retirement Systems of Alabama
59
Retirement Systems of Alabama
Alabama
$5.45M +$15.9K +373 +0.3%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$5.36M +$130K +3,040 +3%
LPL Financial
61
LPL Financial
California
$5.25M +$160K +3,752 +3%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.17M -$126K -2,962 -2%
Balyasny Asset Management
63
Balyasny Asset Management
Illinois
$4.79M -$1.04M -24,493 -19%
MIM
64
MetLife Investment Management
New Jersey
$4.64M -$36.8K -863 -0.8%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$4.59M -$183K -4,297 -4%
Squarepoint
66
Squarepoint
New York
$4.25M -$4.97M -116,524 -55%
TD Asset Management
67
TD Asset Management
Ontario, Canada
$3.99M
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$3.95M -$288K -6,764 -7%
Franklin Resources
69
Franklin Resources
California
$3.94M +$85 +2 +0%
TPSF
70
Texas Permanent School Fund
Texas
$3.76M +$60.6K +1,422 +2%
MSRPS
71
Maryland State Retirement & Pension System
Maryland
$3.66M +$45.4K +1,064 +1%
OTPPB
72
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.56M +$721K +16,918 +27%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$3.55M +$668K +15,669 +25%
HFM
74
Hartford Financial Management
Connecticut
$3.41M
Nisa Investment Advisors
75
Nisa Investment Advisors
Missouri
$3.34M +$298 +7 +0%

NJR Hedge Fund Activity: Q4 2023 in Review

322 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2023, worth a combined $3.18B — up 11% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new NJR positions and 34 closed out — a net gain of 9 holders — while 116 added to existing stakes and 112 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.1M. The largest seller was Millennium Management, cutting an estimated $18.7M.

  • 322 institutional investors held New Jersey Resources (NJR) as of Q4 2023, up from 320 in Q3 2023.
  • Funds reported $3.18B of New Jersey Resources stock for Q4 2023, up 11% quarter-over-quarter.
  • 43 funds opened new New Jersey Resources positions in Q4 2023 and 34 closed out, a net change of +9 holders.
  • The largest New Jersey Resources buyer in Q4 2023 was Morgan Stanley, an estimated $49.1M added.
  • The largest New Jersey Resources seller in Q4 2023 was Millennium Management, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2023.