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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
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$1.19M -$27.3K -542 -2%
SPIA
127
Steward Partners Investment Advisory
New York
$1.18M +$34.5K +685 +3%
JCIA
128
Jackson Creek Investment Advisors
Colorado
$1.15M +$75.3K +1,494 +7%
SOMRS
129
State of Michigan Retirement System
Michigan
$1.13M -$30.2K -600 -2%
PA
130
Pinnacle Associates
New York
$1.11M -$227K -4,500 -16%
VRS
131
Virginia Retirement Systems
Virginia
$1.07M +$625K +12,400 +122%
FNBT
132
FineMark National Bank & Trust
Florida
$1.06M
FMTC
133
Farmers & Merchants Trust Company
California
$1.05M
Russell Investments Group
134
Russell Investments Group
United Kingdom
$1.05M -$32.1K -637 -3%
SSA
135
Schonfeld Strategic Advisors
New York
$1.04M +$840K +16,676 +313%
NMIMC
136
Northwestern Mutual Investment Management Company
Wisconsin
$1.02M +$2.62K +52 +0.2%
Mariner
137
Mariner
Kansas
$1,000K +$47.2K +936 +5%
SO
138
STRS Ohio
Ohio
$995K +$75.6K +1,500 +8%
GCM
139
Graham Capital Management
Connecticut
$972K +$1.04M +20,601 New
NMERB
140
New Mexico Educational Retirement Board
New Mexico
$935K +$121K +2,400 +14%
NCG
141
Newport Capital Group
New Jersey
$923K +$986K +19,563 New
PWMAG
142
Pinnacle Wealth Management Advisory Group
New Jersey
$869K -$227K -4,500 -20%
HWAM
143
Hennion & Walsh Asset Management
New Jersey
$869K +$612K +12,145 +194%
Squarepoint
144
Squarepoint
New York
$856K -$316K -6,264 -26%
LA
145
Legacy Advisors
Pennsylvania
$851K -$71.3K -1,415 -7%
FWM
146
Forefront Wealth Management
Pennsylvania
$836K -$10.2K -203 -1%
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$835K +$72.3K +1,435 +9%
American Century Companies
148
American Century Companies
Missouri
$823K -$46K -913 -5%
CIC
149
Cornercap Investment Counsel
Georgia
$818K +$873K +17,320 New
PGFC
150
Peapack-Gladstone Financial Corp
New Jersey
$815K -$6.45K -128 -0.7%

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.