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New Jersey Resources
NJR

Overview Fund Activity

314 hedge funds and large institutions have $3.48B invested in New Jersey Resources in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 116 increasing their positions, 95 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+28
Holders Change %
+9.79%
% of All Funds
5.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
52
Increased
116
Reduced
95
Closed
19
Calls
$1.91M
Puts
$124K
Net Calls
+$1.79M
Net Calls Change
+$551K

Top Buyers

1
BlackRock
BlackRock
New York
+$79.1M
2
Invesco
Invesco
Georgia
+$42.5M
3
Goldman Sachs
Goldman Sachs
New York
+$18.8M
4
Morgan Stanley
Morgan Stanley
New York
+$10.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$9.59M

Top Sellers

1
State Street
State Street
Massachusetts
-$81.8M
2
EIP
Energy Income Partners
Connecticut
-$20.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$8.62M
5
VIA
Vident Investment Advisory
Georgia
-$8.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
201
Laidlaw Wealth Management
New York
$348K -$13.6K -274 -4%
KAS
202
Kestra Advisory Services
Texas
$326K +$326K +6,569 New
BAM
203
Belpointe Asset Management
Nevada
$320K +$3.47K +70 +1%
SSWM
204
Sheets Smith Wealth Management
North Carolina
$313K – – –
AWM
205
Aberdeen Wealth Management
Illinois
$312K – – –
KeyBank National Association
206
KeyBank National Association
Ohio
$304K +$1.34K +27 +0.4%
AFG
207
Affinia Financial Group
Massachusetts
$299K -$204 -4 -0.1%
Mackenzie Financial
208
Mackenzie Financial
Ontario, Canada
$297K -$56K -1,129 -16%
MLICM
209
Metropolitan Life Insurance Company (MetLife)
New York
$295K +$3.72K +75 +1%
SFG
210
Sovereign Financial Group
Connecticut
$293K – – –
Truist Financial
211
Truist Financial
North Carolina
$293K +$893 +18 +0.3%
MWPCG
212
Measured Wealth Private Client Group
New Hampshire
$292K +$292K +5,877 New
MWP
213
Meridian Wealth Partners
Pennsylvania
$287K +$7.1K +143 +3%
Baird Financial Group
214
Baird Financial Group
Wisconsin
$286K +$286K +5,764 New
ISL
215
Ingalls & Snyder LLC
New York
$284K -$9.94K -200 -3%
TF
216
TIAA FSB
Florida
$273K -$992 -20 -0.4%
BCI
217
Brinker Capital Investments
Pennsylvania
$268K -$161K -3,243 -38%
BC
218
Bridgefront Capital
Texas
$264K +$264K +5,324 New
CJL
219
Cyrus J. Lawrence
New York
$261K – – –
OC
220
Oppenheimer & Co
New York
$259K +$2.33K +47 +0.9%
SCM
221
Shelton Capital Management
Colorado
$254K +$254K +5,111 New
BFC
222
Bedel Financial Consulting
Indiana
$251K +$251K +5,060 New
PRC
223
Pearl River Capital
Michigan
$248K +$248K +4,990 New
VPIM
224
Vanguard Personalized Indexing Management
California
$247K +$247K +4,969 New
BAM
225
BOS Asset Management
Illinois
$236K +$236K +4,750 New
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