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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
VRS
176
Virginia Retirement Systems
Virginia
$543K +$520K +10,200 New
FT
177
Fiduciary Trust
Massachusetts
$532K
EAM
178
Empirical Asset Management
Massachusetts
$527K +$2.04K +40 +0.4%
Cambridge Investment Research Advisors
179
Cambridge Investment Research Advisors
Iowa
$517K +$50.8K +997 +11%
XT
180
XTX Topco
Cayman Islands
$504K +$483K +9,474 New
Amundi
181
Amundi
France
$501K -$20.7K -407 -4%
BCM
182
Bayesian Capital Management
New York
$494K +$473K +9,281 New
PAG
183
Private Advisor Group
New Jersey
$487K -$80.6K -1,581 -15%
JWCA
184
J.W. Cole Advisors
Florida
$480K +$917 +18 +0.2%
DWA
185
Douglass Winthrop Advisors
New York
$479K
NYLIM
186
New York Life Investment Management
New York
$477K +$457K +8,973 New
PRC
187
Pearl River Capital
Michigan
$467K +$193K +3,782 +76%
SAM
188
Securian Asset Management
Minnesota
$466K
CGH
189
Crossmark Global Holdings
Texas
$461K -$3.87K -76 -0.9%
BRWA
190
B. Riley Wealth Advisors
Florida
$460K +$26.2K +515 +6%
BFG
191
Bleakley Financial Group
New Jersey
$452K +$1.17K +23 +0.3%
SS
192
Simplicity Solutions
Minnesota
$452K +$433K +8,504 New
SAM
193
Strategy Asset Managers
California
$440K -$26.9K -527 -6%
PWM
194
Perigon Wealth Management
California
$408K -$459 -9 -0.1%
CWM
195
C2C Wealth Management
Arizona
$408K
VPIM
196
Vanguard Personalized Indexing Management
California
$398K +$128K +2,521 +51%
MWPCG
197
Measured Wealth Private Client Group
New Hampshire
$393K +$77.4K +1,519 +26%
HIS
198
Horizon Investment Services
Indiana
$379K +$363K +7,128 New
LWM
199
Laidlaw Wealth Management
New York
$374K +$662 +13 +0.2%
SPA
200
Shore Point Advisors
New Jersey
$351K +$336K +6,599 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.