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New Jersey Resources

320 hedge funds and large institutions have $2.87B invested in New Jersey Resources in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 121 increasing their positions, 117 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,251% more call options, than puts

Call options by funds: $500K | Put options by funds: $37K

3% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 117

2.41% less ownership

Funds ownership: 74.48%72.06% (-2.4%)

6% less funds holding

Funds holding: 342320 (-22)

16% less capital invested

Capital invested by funds: $3.41B → $2.87B (-$542M)

38% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 48

Holders
320
Holders Change
-22
Holders Change %
-6.43%
% of All Funds
5.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
121
Reduced
117
Closed
48
Calls
$500K
Puts
$37K
Net Calls
+$463K
Net Calls Change
-$61K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
201
Wealth Enhancement Advisory Services
Minnesota
$387K +$417K +9,532 New
PAG
202
Private Advisor Group
New Jersey
$372K +$175 +4 +0%
DWA
203
Douglass Winthrop Advisors
New York
$366K
SO
204
STRS Ohio
Ohio
$361K -$534K -12,200 -58%
PRC
205
Pearl River Capital
Michigan
$359K -$147K -3,360 -28%
MML Investors Services
206
MML Investors Services
Massachusetts
$358K +$121K +2,755 +46%
CI
207
Chartist Inc
California
$345K
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$339K +$366K +8,354 New
SAM
209
Securian Asset Management
Minnesota
$336K -$16.4K -374 -4%
CGH
210
Crossmark Global Holdings
Texas
$335K
Pacer Advisors
211
Pacer Advisors
Pennsylvania
$333K -$386K -8,807 -52%
Mitsubishi UFJ Trust & Banking
212
Mitsubishi UFJ Trust & Banking
Japan
$331K +$127K +2,893 +55%
TC
213
TwinBeech Capital
New York
$328K -$1.78M -40,669 -83%
BFG
214
Bleakley Financial Group
New Jersey
$326K -$13.5K -308 -4%
SS
215
Simplicity Solutions
Minnesota
$326K -$13.3K -304 -4%
EFI
216
EHP Funds Inc
Canada
$325K -$228K -5,200 -39%
PWM
217
Perigon Wealth Management
California
$320K +$8.58K +196 +3%
Neuberger Berman Group
218
Neuberger Berman Group
New York
$314K +$91.6K +2,093 +37%
II
219
Inspire Investing
Idaho
$307K +$39.7K +906 +14%
SF
220
Summit Financial
New Jersey
$303K +$3.02K +69 +0.9%
SAM
221
Strategy Asset Managers
California
$302K -$28.9K -660 -8%
Amundi
222
Amundi
France
$301K -$25.7K -587 -8%
BCM
223
Bayesian Capital Management
New York
$300K -$158K -3,600 -33%
VI
224
Vestcor Inc
New Brunswick, Canada
$295K +$318K +7,270 New
SEI Investments
225
SEI Investments
Pennsylvania
$293K +$30.2K +690 +11%

NJR Hedge Fund Activity: Q3 2023 in Review

320 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q3 2023, worth a combined $2.87B — down 16% from $3.41B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of NJR and 30 opened new positions — a net loss of 18 holders — while 117 trimmed existing stakes and 121 added.

The largest buyer was Millennium Management, adding an estimated $21.6M. The largest seller was State Street, cutting an estimated $138M.

  • 320 institutional investors held New Jersey Resources (NJR) as of Q3 2023, down from 342 in Q2 2023.
  • Funds reported $2.87B of New Jersey Resources stock for Q3 2023, down 16% quarter-over-quarter.
  • 30 funds opened new New Jersey Resources positions in Q3 2023 and 48 closed out, a net change of -18 holders.
  • The largest New Jersey Resources buyer in Q3 2023 was Millennium Management, an estimated $21.6M added.
  • The largest New Jersey Resources seller in Q3 2023 was State Street, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2023.