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New Jersey Resources

332 hedge funds and large institutions have $3.06B invested in New Jersey Resources in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 131 increasing their positions, 104 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 104

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0.43% less ownership

Funds ownership: 72.78%72.35% (-0.43%)

0% less capital invested

Capital invested by funds: $3.07B → $3.06B (-$14.4M)

1% less funds holding

Funds holding: 336332 (-4)

Holders
332
Holders Change
-4
Holders Change %
-1.19%
% of All Funds
4.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
131
Reduced
104
Closed
36
Calls
$393K
Puts
Net Calls
+$393K
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
201
Private Advisor Group
New Jersey
$422K -$13.2K -306 -3%
A
202
AlphaQuest
New York
$419K -$164K -3,795 -28%
Federated Hermes
203
Federated Hermes
Pennsylvania
$418K -$76.3K -1,769 -15%
AAS
204
Avantax Advisory Services
Texas
$413K +$12.9K +300 +3%
UCFA
205
United Capital Financial Advisors
Texas
$410K +$413K +9,586 New
Pathstone Holdings
206
Pathstone Holdings
New Jersey
$389K +$98K +2,271 +33%
DTL
207
Dynamic Technology Lab
Singapore
$389K +$140K +3,248 +55%
DWA
208
Douglass Winthrop Advisors
New York
$385K
IIM
209
INTECH Investment Management
Florida
$384K +$387K +8,979 New
SAM
210
Strategy Asset Managers
California
$382K +$6.64K +154 +2%
CL
211
Choreo LLC
Illinois
$381K +$387K +8,970 New
Wealth Enhancement Advisory Services
212
Wealth Enhancement Advisory Services
Minnesota
$378K +$13.2K +307 +4%
CI
213
Chartist Inc
California
$362K
MM
214
MQS Management
New York
$362K +$366K +8,479 New
BFC
215
Bedel Financial Consulting
Indiana
$358K +$107K +2,482 +42%
SF
216
Summit Financial
New Jersey
$351K +$44.3K +1,028 +14%
II
217
Inspire Investing
Idaho
$350K -$7.16K -166 -2%
PWM
218
Perigon Wealth Management
California
$341K +$129 +3 +0%
SAM
219
Securian Asset Management
Minnesota
$337K -$7.85K -182 -2%
MFS
220
Mirabella Financial Services
United Kingdom
$326K -$236K -5,460 -42%
SO
221
STRS Ohio
Ohio
$325K +$51.8K +1,200 +19%
MML Investors Services
222
MML Investors Services
Massachusetts
$322K -$4.4K -102 -1%
CWM
223
C2C Wealth Management
Arizona
$317K
Amundi
224
Amundi
France
$303K -$1.9K -44 -0.6%
KAS
225
Kestra Advisory Services
Texas
$293K -$3.15K -73 -1%

NJR Hedge Fund Activity: Q2 2024 in Review

332 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2024, worth a combined $3.06B — down 0.47% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NJR positions and 36 closed out — a net gain of 1 holder — while 131 added to existing stakes and 104 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $17M. The largest seller was State Street, cutting an estimated $17.4M.

  • 332 institutional investors held New Jersey Resources (NJR) as of Q2 2024, down from 336 in Q1 2024.
  • Funds reported $3.06B of New Jersey Resources stock for Q2 2024, down 0.47% quarter-over-quarter.
  • 37 funds opened new New Jersey Resources positions in Q2 2024 and 36 closed out, a net change of +1 holder.
  • The largest New Jersey Resources buyer in Q2 2024 was Neuberger Berman Group, an estimated $17M added.
  • The largest New Jersey Resources seller in Q2 2024 was State Street, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2024.