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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
BAM
201
Belpointe Asset Management
Nevada
$343K -$357 -7 -0.1%
SSWM
202
Sheets Smith Wealth Management
North Carolina
$335K
AWM
203
Aberdeen Wealth Management
Illinois
$335K
CCM
204
Cox Capital Management
Massachusetts
$334K -$2.7M -52,908 -89%
HWAM
205
Hennion & Walsh Asset Management
New Jersey
$334K +$320K +6,275 New
KAS
206
Kestra Advisory Services
Texas
$333K -$15.8K -310 -5%
Bank of Nova Scotia
207
Bank of Nova Scotia
Ontario, Canada
$327K +$313K +6,151 New
Mackenzie Financial
208
Mackenzie Financial
Ontario, Canada
$318K
VEA
209
Virtus ETF Advisers
New York
$317K +$304K +5,965 New
SFG
210
Sovereign Financial Group
Connecticut
$314K
AFG
211
Affinia Financial Group
Massachusetts
$312K -$51 -1 -0%
MWP
212
Meridian Wealth Partners
Pennsylvania
$308K +$662 +13 +0.2%
Truist Financial
213
Truist Financial
North Carolina
$306K -$7.08K -139 -2%
KeyBank National Association
214
KeyBank National Association
Ohio
$305K -$20.6K -404 -7%
ISL
215
Ingalls & Snyder LLC
New York
$304K -$510 -10 -0.2%
Baird Financial Group
216
Baird Financial Group
Wisconsin
$301K -$5.3K -104 -2%
CFA
217
CWS Financial Advisors
Michigan
$299K +$287K +5,627 New
BFC
218
Bedel Financial Consulting
Indiana
$299K +$28.4K +557 +11%
KBC Group
219
KBC Group
Belgium
$295K +$282K +5,544 New
BCM
220
BlueCrest Capital Management
Jersey
$293K +$280K +5,500 New
DWA
221
Dorsey Wright & Associates
California
$288K +$276K +5,422 New
BCI
222
Brinker Capital Investments
Pennsylvania
$284K -$2.96K -58 -1%
OPS
223
Orion Portfolio Solutions
Nebraska
$284K +$272K +5,336 New
SSA
224
Schonfeld Strategic Advisors
New York
$283K -$2.94M -57,733 -92%
RL
225
Retireful LLC
Michigan
$283K +$271K +5,324 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.