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New Jersey Resources

320 hedge funds and large institutions have $2.87B invested in New Jersey Resources in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 121 increasing their positions, 117 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,251% more call options, than puts

Call options by funds: $500K | Put options by funds: $37K

3% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 117

2.41% less ownership

Funds ownership: 74.48%72.06% (-2.4%)

6% less funds holding

Funds holding: 342320 (-22)

16% less capital invested

Capital invested by funds: $3.41B → $2.87B (-$542M)

38% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 48

Holders
320
Holders Change
-22
Holders Change %
-6.43%
% of All Funds
5.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
121
Reduced
117
Closed
48
Calls
$500K
Puts
$37K
Net Calls
+$463K
Net Calls Change
-$61K
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
151
Jennison Associates
New York
$829K +$893K +20,405 New
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$827K +$116K +2,647 +15%
Mariner
153
Mariner
Kansas
$816K -$47.7K -1,090 -5%
NMERB
154
New Mexico Educational Retirement Board
New Mexico
$804K
COPPSERS
155
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$803K -$1.19M -27,114 -58%
PGFC
156
Peapack-Gladstone Financial Corp
New Jersey
$755K +$59.2K +1,353 +8%
PWMAG
157
Pinnacle Wealth Management Advisory Group
New Jersey
$748K
Creative Planning
158
Creative Planning
Kansas
$746K +$207K +4,732 +35%
LA
159
Legacy Advisors
Pennsylvania
$734K
FWM
160
Forefront Wealth Management
Pennsylvania
$720K +$482 +11 +0.1%
Federated Hermes
161
Federated Hermes
Pennsylvania
$690K -$958K -21,891 -56%
IIA
162
ICW Investment Advisors
Arizona
$672K +$42.4K +968 +6%
QT
163
Quantbot Technologies
New York
$669K +$376K +8,578 +109%
EI
164
Ellevest Inc
New York
$645K +$193K +4,407 +38%
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$643K -$10.1K -230 -1%
AA
166
ALPS Advisors
Colorado
$624K +$362K +8,266 +117%
Pictet Asset Management
167
Pictet Asset Management
Switzerland
$607K +$653K +14,928 New
AM
168
AGF Management
Ontario, Canada
$590K +$5.52K +126 +0.9%
X
169
Xponance
Pennsylvania
$569K -$8.01K -183 -1%
PP
170
Prudential plc
United Kingdom
$569K -$1.09K -25 -0.2%
GF
171
Gabelli Funds
New York
$569K
Envestnet Asset Management
172
Envestnet Asset Management
Illinois
$552K +$293K +6,696 +97%
CA
173
Claro Advisors
Massachusetts
$551K +$55.1K +1,259 +10%
NA
174
NewEdge Advisors
Louisiana
$546K -$1.04M -23,687 -64%
NRD
175
Nebula Research & Development
New York
$528K +$569K +12,994 New

NJR Hedge Fund Activity: Q3 2023 in Review

320 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q3 2023, worth a combined $2.87B — down 16% from $3.41B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of NJR and 30 opened new positions — a net loss of 18 holders — while 117 trimmed existing stakes and 121 added.

The largest buyer was Millennium Management, adding an estimated $21.6M. The largest seller was State Street, cutting an estimated $138M.

  • 320 institutional investors held New Jersey Resources (NJR) as of Q3 2023, down from 342 in Q2 2023.
  • Funds reported $2.87B of New Jersey Resources stock for Q3 2023, down 16% quarter-over-quarter.
  • 30 funds opened new New Jersey Resources positions in Q3 2023 and 48 closed out, a net change of -18 holders.
  • The largest New Jersey Resources buyer in Q3 2023 was Millennium Management, an estimated $21.6M added.
  • The largest New Jersey Resources seller in Q3 2023 was State Street, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2023.