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New Jersey Resources
NJR

269 hedge funds and large institutions have $2.74B invested in New Jersey Resources in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,518% more call options, than puts

Call options by funds: $3.79M | Put options by funds: $44K

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

8% more capital invested

Capital invested by funds: $2.54B → $2.74B (+$203M)

0% more funds holding

Funds holding: 268 → 269 (+1)

2.69% less ownership

Funds ownership: 74.36% → 71.68% (-2.7%)

28% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 105

Holders
269
Holders Change
+1
Holders Change %
+0.37%
% of All Funds
4.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
76
Reduced
105
Closed
29
Calls
$3.79M
Puts
$44K
Net Calls
+$3.75M
Net Calls Change
+$3.63M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$34.1M
2
State Street
State Street
Massachusetts
+$16.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$13.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$8.19M
5
BFA
Bragg Financial Advisors
North Carolina
+$6.64M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$38.1M
2
WHRC
W.H. Reaves & Co
New Jersey
-$15.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$15M
4
Northern Trust
Northern Trust
Illinois
-$14.5M
5
Millennium Management
Millennium Management
New York
-$13.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
E
76
Ergoteles
New York
$2.67M +$837K +21,968 +49%
Jennison Associates
77
Jennison Associates
New York
$2.65M +$1.18M +30,869 +87%
AA
78
Ancora Advisors
Ohio
$2.59M -$657K -17,238 -21%
RJA
79
Raymond James & Associates
Florida
$2.57M +$431K +11,298 +21%
State of New Jersey Common Pension Fund D
80
State of New Jersey Common Pension Fund D
New Jersey
$2.56M -$546K -14,335 -18%
UBS Group
81
UBS Group
Switzerland
$2.5M +$959K +25,151 +67%
Comerica Bank
82
Comerica Bank
Texas
$2.29M -$110K -2,877 -5%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$2.28M -$1.77M -46,545 -45%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$2.23M -$41.7K -1,095 -2%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$2.22M -$295K -7,731 -12%
ACI
86
AMP Capital Investors
Australia
$2.21M -$275K -7,223 -12%
EVM
87
Eaton Vance Management
Massachusetts
$2.2M +$7.24K +190 +0.3%
OIM
88
Opus Investment Management
Massachusetts
$2.17M – – –
OMC
89
Old Mission Capital
Illinois
$2.13M +$1.72M +45,064 +547%
CCM
90
Cox Capital Management
Massachusetts
$2.09M +$58.2K +1,527 +3%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$2.01M -$175K -4,590 -8%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$1.87M – – –
HSBC Holdings
93
HSBC Holdings
United Kingdom
$1.84M -$242K -6,353 -12%
EGM
94
Engineers Gate Manager
New York
$1.77M +$1.69M +44,382 New
AIP
95
Ameritas Investment Partners
Nebraska
$1.75M -$8.8K -231 -0.5%
Balyasny Asset Management
96
Balyasny Asset Management
Illinois
$1.71M +$1.63M +42,870 New
VOYA Investment Management
97
VOYA Investment Management
Georgia
$1.67M +$20.3K +532 +1%
MLICM
98
Metropolitan Life Insurance Company (MetLife)
New York
$1.65M -$11.2K -295 -0.7%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$1.65M -$385K -10,096 -20%
Stifel Financial
100
Stifel Financial
Missouri
$1.58M +$716K +18,780 +90%
2 3
4
5 6

NJR Hedge Fund Activity: Q1 2021 in Review

269 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2021, worth a combined $2.74B — up 8% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NJR positions and 29 closed out — a net gain of 3 holders — while 76 added to existing stakes and 105 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $34.1M. The largest seller was Franklin Resources, cutting an estimated $38.1M.

  • 269 institutional investors held New Jersey Resources (NJR) as of Q1 2021, up from 268 in Q4 2020.
  • Funds reported $2.74B of New Jersey Resources stock for Q1 2021, up 8% quarter-over-quarter.
  • 32 funds opened new New Jersey Resources positions in Q1 2021 and 29 closed out, a net change of +3 holders.
  • The largest New Jersey Resources buyer in Q1 2021 was Brookfield Corp, an estimated $34.1M added.
  • The largest New Jersey Resources seller in Q1 2021 was Franklin Resources, an estimated $38.1M sold.

Based on aggregated 13F filings for Q1 2021.