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New Jersey Resources

265 hedge funds and large institutions have $2.71B invested in New Jersey Resources in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% less ownership

Funds ownership: 71.68%71.3% (-0.38%)

1% less capital invested

Capital invested by funds: $2.74B → $2.71B (-$29M)

1% less funds holding

Funds holding: 269265 (-4)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

25% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 100

Holders
265
Holders Change
-4
Holders Change %
-1.49%
% of All Funds
4.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
75
Reduced
100
Closed
31
Calls
$3.21M
Puts
Net Calls
+$3.21M
Net Calls Change
-$534K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
201
Mercer Global Advisors
Colorado
$207K +$221K +5,228 New
GWM
202
Geneos Wealth Management
Colorado
$206K -$27.4K -648 -11%
Ohio Public Employees Retirement System (OPERS)
203
Ohio Public Employees Retirement System (OPERS)
Ohio
$187K +$20.8K +493 +12%
VI
204
Vestcor Inc
New Brunswick, Canada
$163K -$19.4K -460 -10%
NFSG
205
Newbridge Financial Services Group
Florida
$162K -$12.7K -300 -7%
Mitsubishi UFJ Trust & Banking
206
Mitsubishi UFJ Trust & Banking
Japan
$144K -$476K -11,276 -76%
Macquarie Group
207
Macquarie Group
Australia
$136K -$28.6K -678 -16%
WQ
208
Wealth Quarterback
New Jersey
$124K +$132K +3,126 New
KTC
209
Kistler-Tiffany Companies
Pennsylvania
$115K
CI Investments Inc
210
CI Investments Inc
Ontario, Canada
$110K +$46.6K +1,102 +65%
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$104K -$2.2K -52 -2%
TPCW
212
TD Private Client Wealth
New York
$101K
FMT
213
First Mercantile Trust
Tennessee
$95K -$7.73K -183 -7%
Acadian Asset Management
214
Acadian Asset Management
Massachusetts
$80K +$85.4K +2,021 New
BU
215
BBVA USA
Alabama
$65K +$69.2K +1,639 New
LWM
216
Liberty Wealth Management
California
$59K
CMBA
217
C.M. Bidwell & Associates
Hawaii
$57K -$1.9K -45 -3%
FPFS
218
First Personal Financial Services
North Carolina
$57K
DFCM
219
Dark Forest Capital Management
Puerto Rico
$55K +$58.5K +1,385 New
M
220
MOTCO
Texas
$53K
TWA
221
TCI Wealth Advisors
Arizona
$51K +$4.99K +118 +10%
SWA
222
SOA Wealth Advisors
New York
$43K
ATC
223
Adirondack Trust Company
New York
$36K
BAM
224
Baldrige Asset Management
Pennsylvania
$36K +$38K +900 New
VNA
225
Valley National Advisers
Pennsylvania
$31K

NJR Hedge Fund Activity: Q2 2021 in Review

265 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2021, worth a combined $2.71B — down 1.1% from $2.74B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of NJR and 27 opened new positions — a net loss of 4 holders — while 100 trimmed existing stakes and 75 added.

The largest buyer was State Street, adding an estimated $52M. The largest seller was Brookfield Corp, exiting entirely with an estimated $35.7M sold.

  • 265 institutional investors held New Jersey Resources (NJR) as of Q2 2021, down from 269 in Q1 2021.
  • Funds reported $2.71B of New Jersey Resources stock for Q2 2021, down 1.1% quarter-over-quarter.
  • 27 funds opened new New Jersey Resources positions in Q2 2021 and 31 closed out, a net change of -4 holders.
  • The largest New Jersey Resources buyer in Q2 2021 was State Street, an estimated $52M added.
  • The largest New Jersey Resources seller in Q2 2021 was Brookfield Corp, an estimated $35.7M sold.

Based on aggregated 13F filings for Q2 2021.