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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
TRSOTSOK
151
Teachers Retirement System of the State of Kentucky
Kentucky
$804K +$79.9K +1,585 +10%
Pacer Advisors
152
Pacer Advisors
Pennsylvania
$802K +$857K +17,000 New
Osaic Holdings
153
Osaic Holdings
Arizona
$795K -$11K -219 -1%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$780K -$58.5K -1,160 -7%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$758K +$8.41K +167 +1%
TCM
156
Teza Capital Management
Illinois
$757K +$193K +3,821 +31%
AWM
157
AE Wealth Management
Kansas
$736K +$29.7K +589 +4%
IIA
158
ICW Investment Advisors
Arizona
$735K +$26.2K +519 +3%
HighTower Advisors
159
HighTower Advisors
Illinois
$729K +$179K +3,543 +30%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$723K +$487K +9,656 +171%
PAMS
161
Pictet Asset Management (Switzerland)
Switzerland
$705K +$76.8K +1,524 +11%
AM
162
AGF Management
Ontario, Canada
$680K +$726K +14,400 New
X
163
Xponance
Pennsylvania
$670K -$45.4K -900 -6%
D.E. Shaw & Co
164
D.E. Shaw & Co
New York
$663K -$3.86M -76,600 -85%
PP
165
Prudential plc
United Kingdom
$662K +$707K +14,029 New
GF
166
Gabelli Funds
New York
$661K
Creative Planning
167
Creative Planning
Kansas
$643K -$68.1K -1,351 -9%
EFI
168
EHP Funds Inc
Canada
$623K +$665K +13,200 New
CC
169
Cipher Capital
New York
$617K +$10.8K +215 +2%
PI
170
Putnam Investments
Massachusetts
$595K -$19.5K -387 -3%
Public Employees Retirement Association of Colorado
171
Public Employees Retirement Association of Colorado
Colorado
$594K
SWIM
172
Smallwood Wealth Investment Management
New Jersey
$591K -$8.52K -169 -1%
CA
173
Claro Advisors
Massachusetts
$580K +$83K +1,647 +15%
PRC
174
Pearl River Capital
Michigan
$576K +$173K +3,427 +39%
SOADOR
175
State of Alaska Department of Revenue
Alaska
$567K -$66.7K -1,323 -10%

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.