We are live on ! Find out more
NJR icon

New Jersey Resources

332 hedge funds and large institutions have $3.06B invested in New Jersey Resources in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 131 increasing their positions, 104 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 104

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0.43% less ownership

Funds ownership: 72.78%72.35% (-0.43%)

0% less capital invested

Capital invested by funds: $3.07B → $3.06B (-$14.4M)

1% less funds holding

Funds holding: 336332 (-4)

Holders
332
Holders Change
-4
Holders Change %
-1.19%
% of All Funds
4.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
131
Reduced
104
Closed
36
Calls
$393K
Puts
Net Calls
+$393K
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
151
Mariner
Kansas
$870K +$32K +743 +4%
Prudential Financial
152
Prudential Financial
New Jersey
$869K +$167K +3,870 +24%
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$858K +$7.85K +182 +0.9%
Creative Planning
154
Creative Planning
Kansas
$856K +$46.8K +1,086 +6%
NMERB
155
New Mexico Educational Retirement Board
New Mexico
$846K
EI
156
Ellevest Inc
New York
$838K +$145K +3,365 +21%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$834K +$28.4K +659 +14%
BHCM
158
Brevan Howard Capital Management
Jersey
$810K +$399K +9,241 +95%
Osaic Holdings
159
Osaic Holdings
Arizona
$804K -$131K -3,046 -14%
Lido Advisors
160
Lido Advisors
California
$801K +$801K +18,568 New
PGFC
161
Peapack-Gladstone Financial Corp
New Jersey
$797K +$15.7K +364 +2%
PWMAG
162
Pinnacle Wealth Management Advisory Group
New Jersey
$787K
TSMHT
163
Thurston Springer Miller Herd & Titak
Indiana
$773K +$780K +18,090 New
LA
164
Legacy Advisors
Pennsylvania
$772K
IIA
165
ICW Investment Advisors
Arizona
$720K -$21.5K -498 -3%
EAM
166
Empirical Asset Management
Massachusetts
$695K +$263K +6,100 +60%
SPA
167
Shore Point Advisors
New Jersey
$686K +$396K +9,170 +133%
AWM
168
AE Wealth Management
Kansas
$684K +$458K +10,621 +198%
CA
169
Claro Advisors
Massachusetts
$670K -$6.73K -156 -1%
MIIM
170
Mesirow Institutional Investment Management
Illinois
$664K +$670K +15,532 New
Pictet Asset Management
171
Pictet Asset Management
Switzerland
$641K -$91.4K -2,119 -12%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$641K +$47.1K +1,091 +8%
SEC
173
Seven Eight Capital
New York
$638K +$644K +14,938 New
SA
174
Sanctuary Advisors
Indiana
$620K +$617K +14,302 New
SG Americas Securities
175
SG Americas Securities
New York
$607K -$3.25M -75,433 -84%

NJR Hedge Fund Activity: Q2 2024 in Review

332 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2024, worth a combined $3.06B — down 0.47% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NJR positions and 36 closed out — a net gain of 1 holder — while 131 added to existing stakes and 104 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $17M. The largest seller was State Street, cutting an estimated $17.4M.

  • 332 institutional investors held New Jersey Resources (NJR) as of Q2 2024, down from 336 in Q1 2024.
  • Funds reported $3.06B of New Jersey Resources stock for Q2 2024, down 0.47% quarter-over-quarter.
  • 37 funds opened new New Jersey Resources positions in Q2 2024 and 36 closed out, a net change of +1 holder.
  • The largest New Jersey Resources buyer in Q2 2024 was Neuberger Berman Group, an estimated $17M added.
  • The largest New Jersey Resources seller in Q2 2024 was State Street, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2024.