We are live on ! Find out more
NJR icon

New Jersey Resources
NJR

279 hedge funds and large institutions have $2.84B invested in New Jersey Resources in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 106 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

551% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $164K

104% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 28

56% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 68

22% more capital invested

Capital invested by funds: $2.33B → $2.84B (+$509M)

9% more funds holding

Funds holding: 256 → 279 (+23)

2.81% more ownership

Funds ownership: 69.3% → 72.11% (+2.8%)

Holders
279
Holders Change
+23
Holders Change %
+8.98%
% of All Funds
4.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
57
Increased
106
Reduced
68
Closed
28
Calls
$1.07M
Puts
$164K
Net Calls
+$904K
Net Calls Change
-$286K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$19.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$17.6M
3
BC
Brookfield Corp
Ontario, Canada
+$15.1M
4
BlackRock
BlackRock
New York
+$10.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.83M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$8.23M
2
Northern Trust
Northern Trust
Illinois
-$6.21M
3
Prudential Financial
Prudential Financial
New Jersey
-$3.95M
4
CIM
Confluence Investment Management
Missouri
-$3.88M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
201
CWS Financial Advisors
Michigan
$221K +$208K +5,380 New
VDI
202
Vaughan David Investments
Illinois
$218K +$205K +5,300 New
Mackenzie Financial
203
Mackenzie Financial
Ontario, Canada
$214K +$201K +5,212 New
American Century Companies
204
American Century Companies
Missouri
$212K +$200K +5,163 New
GWM
205
Geneos Wealth Management
Colorado
$211K – – –
SCM
206
Shelton Capital Management
Colorado
$210K +$198K +5,111 New
DTL
207
Dynamic Technology Lab
Singapore
$208K +$196K +5,069 New
RMCM
208
Reynders McVeigh Capital Management
Massachusetts
$206K +$193K +5,005 New
TRCT
209
Tower Research Capital (TRC)
New York
$175K -$41.4K -1,072 -20%
DHGWA
210
Dixon Hughes Goodman Wealth Advisors
North Carolina
$173K +$163K +4,213 New
VI
211
Vestcor Inc
New Brunswick, Canada
$142K -$25.2K -651 -16%
Mitsubishi UFJ Trust & Banking
212
Mitsubishi UFJ Trust & Banking
Japan
$123K +$116K +3,000 New
KTC
213
Kistler-Tiffany Companies
Pennsylvania
$119K – – –
MAM
214
Meeder Asset Management
Ohio
$116K +$65.2K +1,686 +148%
Macquarie Group
215
Macquarie Group
Australia
$108K -$31.8K -822 -24%
TPCW
216
TD Private Client Wealth
New York
$105K – – –
NFG
217
Next Financial Group
Texas
$80K – – –
APA
218
American Portfolios Advisors
New York
$76K -$1K -26 -1%
BEI
219
Benjamin Edwards Inc
Missouri
$75K +$40.9K +1,059 +137%
Koshinski Asset Management
220
Koshinski Asset Management
Illinois
$64.8K – – –
NFSG
221
Newbridge Financial Services Group
Florida
$64K – – –
PP
222
PFS Partners
New Jersey
$61.6K +$58K +1,500 New
FPFS
223
First Personal Financial Services
North Carolina
$59K – – –
TWA
224
TCI Wealth Advisors
Arizona
$55K +$3.48K +90 +7%
C
225
Covestor
United Kingdom
$51K +$48.1K +1,243 New
7 8
9
10 11

NJR Hedge Fund Activity: Q4 2021 in Review

279 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2021, worth a combined $2.84B — up 22% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new NJR positions and 28 closed out — a net gain of 29 holders — while 106 added to existing stakes and 68 trimmed.

The largest buyer was Millennium Management, adding an estimated $19.1M. The largest seller was First Trust Advisors, cutting an estimated $8.23M.

  • 279 institutional investors held New Jersey Resources (NJR) as of Q4 2021, up from 256 in Q3 2021.
  • Funds reported $2.84B of New Jersey Resources stock for Q4 2021, up 22% quarter-over-quarter.
  • 57 funds opened new New Jersey Resources positions in Q4 2021 and 28 closed out, a net change of +29 holders.
  • The largest New Jersey Resources buyer in Q4 2021 was Millennium Management, an estimated $19.1M added.
  • The largest New Jersey Resources seller in Q4 2021 was First Trust Advisors, an estimated $8.23M sold.

Based on aggregated 13F filings for Q4 2021.