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New Jersey Resources

342 hedge funds and large institutions have $3.41B invested in New Jersey Resources in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 108 increasing their positions, 128 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 29

7% more funds holding

Funds holding: 321342 (+21)

1.66% less ownership

Funds ownership: 76.14%74.48% (-1.7%)

13% less capital invested

Capital invested by funds: $3.92B → $3.41B (-$511M)

16% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 128

Holders
342
Holders Change
+21
Holders Change %
+6.54%
% of All Funds
5.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
51
Increased
108
Reduced
128
Closed
29
Calls
$524K
Puts
Net Calls
+$524K
Net Calls Change
-$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
201
Aquatic Capital Management
Illinois
$411K +$438K +8,700 New
SAM
202
Securian Asset Management
Minnesota
$408K -$6.45K -128 -1%
EGM
203
Engineers Gate Manager
New York
$404K -$153K -3,041 -26%
CI
204
Chartist Inc
California
$400K +$427K +8,480 New
BFG
205
Bleakley Financial Group
New Jersey
$393K -$8.52K -169 -2%
SS
206
Simplicity Solutions
Minnesota
$393K -$8.72K -173 -2%
SAM
207
Strategy Asset Managers
California
$382K -$8.97K -178 -2%
HF
208
HRT Financial
New York
$378K +$404K +8,016 New
QT
209
Quantbot Technologies
New York
$372K +$397K +7,886 New
Amundi
210
Amundi
France
$368K -$71.2K -1,412 -15%
NYLIM
211
New York Life Investment Management
New York
$366K -$61.8K -1,226 -14%
PWM
212
Perigon Wealth Management
California
$362K +$101 +2 +0%
CGH
213
Crossmark Global Holdings
Texas
$355K -$36.4K -722 -8%
SF
214
Summit Financial
New Jersey
$348K +$369K +7,323 New
CWM
215
C2C Wealth Management
Arizona
$340K
AA
216
ALPS Advisors
Colorado
$334K +$110K +2,184 +45%
LWM
217
Laidlaw Wealth Management
New York
$332K +$605 +12 +0.2%
HIS
218
Horizon Investment Services
Indiana
$328K -$8.87K -176 -2%
Envestnet Asset Management
219
Envestnet Asset Management
Illinois
$325K -$1.04M -20,617 -75%
CSS
220
Cubist Systematic Strategies
Connecticut
$321K +$343K +6,802 New
VPIM
221
Vanguard Personalized Indexing Management
California
$314K -$42.3K -839 -11%
II
222
Inspire Investing
Idaho
$314K +$76.7K +1,523 +30%
SPA
223
Shore Point Advisors
New Jersey
$312K +$353 +7 +0.1%
IFU
224
iSAM Funds (UK)
United Kingdom
$310K +$331K +6,572 New
JWCA
225
J.W. Cole Advisors
Florida
$308K -$126K -2,496 -28%

NJR Hedge Fund Activity: Q2 2023 in Review

342 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2023, worth a combined $3.41B — down 13% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new NJR positions and 29 closed out — a net gain of 22 holders — while 108 added to existing stakes and 128 trimmed.

The largest buyer was BlackRock, adding an estimated $38.1M. The largest seller was State Street, cutting an estimated $77.8M.

  • 342 institutional investors held New Jersey Resources (NJR) as of Q2 2023, up from 321 in Q1 2023.
  • Funds reported $3.41B of New Jersey Resources stock for Q2 2023, down 13% quarter-over-quarter.
  • 51 funds opened new New Jersey Resources positions in Q2 2023 and 29 closed out, a net change of +22 holders.
  • The largest New Jersey Resources buyer in Q2 2023 was BlackRock, an estimated $38.1M added.
  • The largest New Jersey Resources seller in Q2 2023 was State Street, an estimated $77.8M sold.

Based on aggregated 13F filings for Q2 2023.