We are live on ! Find out more
NJR icon

New Jersey Resources

321 hedge funds and large institutions have $3.92B invested in New Jersey Resources in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 123 increasing their positions, 102 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,229% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $112K

24% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 34

21% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 102

13% more capital invested

Capital invested by funds: $3.48B → $3.92B (+$439M)

2% more funds holding

Funds holding: 315321 (+6)

0.38% more ownership

Funds ownership: 75.76%76.14% (+0.38%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
321
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
5.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
123
Reduced
102
Closed
34
Calls
$2.61M
Puts
$112K
Net Calls
+$2.5M
Net Calls Change
+$710K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
126
Russell Investments Group
United Kingdom
$1.22M +$41.2K +808 +4%
JCIA
127
Jackson Creek Investment Advisors
Colorado
$1.21M -$1.43K -28 -0.1%
FNBT
128
FineMark National Bank & Trust
Florida
$1.2M
FMTC
129
Farmers & Merchants Trust Company
California
$1.19M
US Bancorp
130
US Bancorp
Minnesota
$1.18M -$39K -765 -3%
NMIMC
131
Northwestern Mutual Investment Management Company
Wisconsin
$1.14M +$642K +12,591 +141%
Mariner
132
Mariner
Kansas
$1.08M +$72.6K +1,424 +8%
SO
133
STRS Ohio
Ohio
$1.04M
LA
134
Legacy Advisors
Pennsylvania
$1.03M
GCM
135
Greenland Capital Management
New York
$1.02M +$401K +7,875 +70%
American Century Companies
136
American Century Companies
Missouri
$976K -$5.12M -100,543 -85%
FWM
137
Forefront Wealth Management
Pennsylvania
$953K +$3.21K +63 +0.4%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$940K +$20.5K +402 +2%
NMERB
139
New Mexico Educational Retirement Board
New Mexico
$926K +$117K +2,300 +15%
Osaic Holdings
140
Osaic Holdings
Arizona
$915K +$121K +2,368 +16%
PGFC
141
Peapack-Gladstone Financial Corp
New Jersey
$912K +$1.12K +22 +0.1%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$865K +$49.6K +974 +6%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$845K +$16.9K +332 +2%
GCP
144
GSA Capital Partners
United Kingdom
$839K +$803K +15,769 New
EI
145
Ethic Inc
New York
$838K -$215K -4,224 -21%
AWA
146
Arkadios Wealth Advisors
Georgia
$831K -$22.2K -436 -3%
TRSOTSOK
147
Teachers Retirement System of the State of Kentucky
Kentucky
$821K
X
148
Xponance
Pennsylvania
$803K +$6.78K +133 +0.9%
IIA
149
ICW Investment Advisors
Arizona
$801K +$25.2K +495 +3%
I
150
InceptionR
California
$799K +$765K +15,014 New

NJR Hedge Fund Activity: Q1 2023 in Review

321 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2023, worth a combined $3.92B — up 13% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new NJR positions and 34 closed out — a net gain of 8 holders — while 123 added to existing stakes and 102 trimmed.

The largest buyer was State Street, adding an estimated $54.5M. The largest seller was Wellington Management Group, cutting an estimated $39.1M.

  • 321 institutional investors held New Jersey Resources (NJR) as of Q1 2023, up from 315 in Q4 2022.
  • Funds reported $3.92B of New Jersey Resources stock for Q1 2023, up 13% quarter-over-quarter.
  • 42 funds opened new New Jersey Resources positions in Q1 2023 and 34 closed out, a net change of +8 holders.
  • The largest New Jersey Resources buyer in Q1 2023 was State Street, an estimated $54.5M added.
  • The largest New Jersey Resources seller in Q1 2023 was Wellington Management Group, an estimated $39.1M sold.

Based on aggregated 13F filings for Q1 2023.