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New Jersey Resources

297 hedge funds and large institutions have $3.2B invested in New Jersey Resources in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 106 increasing their positions, 95 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,697% more call options, than puts

Call options by funds: $3.2M | Put options by funds: $178K

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $2.84B → $3.2B (+$367M)

12% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 95

6% more funds holding

Funds holding: 279297 (+18)

0.59% more ownership

Funds ownership: 72.11%72.7% (+0.59%)

Holders
297
Holders Change
+18
Holders Change %
+6.45%
% of All Funds
4.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
106
Reduced
95
Closed
18
Calls
$3.2M
Puts
$178K
Net Calls
+$3.02M
Net Calls Change
+$2.12M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Aberdeen Wealth Management
Illinois
$289K
SSWM
202
Sheets Smith Wealth Management
North Carolina
$289K
BRWA
203
B. Riley Wealth Advisors
Florida
$288K -$44K -1,056 -14%
Mackenzie Financial
204
Mackenzie Financial
Ontario, Canada
$287K +$43.1K +1,036 +20%
ISL
205
Ingalls & Snyder LLC
New York
$276K -$4.16K -100 -2%
AFG
206
Affinia Financial Group
Massachusetts
$275K -$125 -3 -0.1%
SFG
207
Sovereign Financial Group
Connecticut
$271K -$6.25K -150 -2%
KeyBank National Association
208
KeyBank National Association
Ohio
$271K +$19.8K +475 +9%
MLICM
209
Metropolitan Life Insurance Company (MetLife)
New York
$269K -$1.41M -33,802 -85%
CFA
210
CWS Financial Advisors
Michigan
$263K +$15.2K +364 +7%
Ohio Public Employees Retirement System (OPERS)
211
Ohio Public Employees Retirement System (OPERS)
Ohio
$259K +$7.16K +172 +3%
MWP
212
Meridian Wealth Partners
Pennsylvania
$256K -$416 -10 -0.2%
YIH
213
Y-Intercept (HK)
Hong Kong
$247K +$225K +5,393 New
VDI
214
Vaughan David Investments
Illinois
$243K
CJL
215
Cyrus J. Lawrence
New York
$241K +$219K +5,250 New
H6H
216
Hightower 6M Holding
Kansas
$240K +$218K +5,227 New
GWM
217
Geneos Wealth Management
Colorado
$236K
II
218
Inspire Investing
Idaho
$235K -$40.4K -971 -16%
SCM
219
Shelton Capital Management
Colorado
$234K
RMCM
220
Reynders McVeigh Capital Management
Massachusetts
$230K
TC
221
TwinBeech Capital
New York
$227K +$206K +4,949 New
BCM
222
Bayesian Capital Management
New York
$225K +$204K +4,907 New
Mitsubishi UFJ Trust & Banking
223
Mitsubishi UFJ Trust & Banking
Japan
$216K +$70.8K +1,700 +57%
VPIM
224
Vanguard Personalized Indexing Management
California
$204K +$185K +4,455 New
MAM
225
Meeder Asset Management
Ohio
$201K +$64.5K +1,550 +55%

NJR Hedge Fund Activity: Q1 2022 in Review

297 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2022, worth a combined $3.2B — up 13% from $2.84B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new NJR positions and 18 closed out — a net gain of 21 holders — while 106 added to existing stakes and 95 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $24.6M. The largest seller was State Street, cutting an estimated $31.9M.

  • 297 institutional investors held New Jersey Resources (NJR) as of Q1 2022, up from 279 in Q4 2021.
  • Funds reported $3.2B of New Jersey Resources stock for Q1 2022, up 13% quarter-over-quarter.
  • 39 funds opened new New Jersey Resources positions in Q1 2022 and 18 closed out, a net change of +21 holders.
  • The largest New Jersey Resources buyer in Q1 2022 was Wellington Management Group, an estimated $24.6M added.
  • The largest New Jersey Resources seller in Q1 2022 was State Street, an estimated $31.9M sold.

Based on aggregated 13F filings for Q1 2022.