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New Jersey Resources

362 hedge funds and large institutions have $3.43B invested in New Jersey Resources in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 139 increasing their positions, 108 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 25

29% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 108

12% more capital invested

Capital invested by funds: $3.06B → $3.43B (+$374M)

9% more funds holding

Funds holding: 332362 (+30)

1.04% more ownership

Funds ownership: 72.35%73.39% (+1%)

Holders
362
Holders Change
+30
Holders Change %
+9.04%
% of All Funds
5.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
56
Increased
139
Reduced
108
Closed
25
Calls
$387K
Puts
Net Calls
+$387K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
201
Great Lakes Advisors
Illinois
$512K -$77.2K -1,690 -13%
WSFS
202
Wilmington Savings Fund Society
Delaware
$512K
FGA
203
Fortis Group Advisors
New Jersey
$508K +$320 +7 +0.1%
Natixis Advisors
204
Natixis Advisors
Massachusetts
$502K -$12.3K -269 -2%
YIH
205
Y-Intercept (HK)
Hong Kong
$491K -$577K -12,642 -55%
AAS
206
Avantax Advisory Services
Texas
$482K +$24.9K +546 +6%
Prudential Financial
207
Prudential Financial
New Jersey
$477K -$466K -10,205 -50%
Pathstone Holdings
208
Pathstone Holdings
New Jersey
$465K +$33.9K +743 +8%
UCFA
209
United Capital Financial Advisors
Texas
$453K +$685 +15 +0.2%
Federated Hermes
210
Federated Hermes
Pennsylvania
$452K -$9.54K -209 -2%
SWIM
211
Smallwood Wealth Investment Management
New Jersey
$440K -$77.1K -1,688 -15%
Wealth Enhancement Advisory Services
212
Wealth Enhancement Advisory Services
Minnesota
$434K +$15.8K +345 +4%
CL
213
Choreo LLC
Illinois
$431K +$10.9K +238 +3%
DWA
214
Douglass Winthrop Advisors
New York
$425K
Voloridge Investment Management
215
Voloridge Investment Management
Florida
$423K -$5.22M -114,429 -93%
PAG
216
Private Advisor Group
New Jersey
$419K -$44.6K -976 -10%
SSA
217
Schonfeld Strategic Advisors
New York
$412K +$399K +8,731 New
II
218
Inspire Investing
Idaho
$411K +$23.5K +515 +6%
MML Investors Services
219
MML Investors Services
Massachusetts
$407K +$49.9K +1,093 +15%
SAM
220
Strategy Asset Managers
California
$406K +$22.6K +496 +6%
PWM
221
Perigon Wealth Management
California
$403K +$25.3K +555 +7%
CI
222
Chartist Inc
California
$400K
BFC
223
Bedel Financial Consulting
Indiana
$397K +$1.19K +26 +0.3%
Two Sigma Advisers
224
Two Sigma Advisers
New York
$387K +$374K +8,200 New
I
225
InceptionR
California
$377K -$229K -5,015 -39%

NJR Hedge Fund Activity: Q3 2024 in Review

362 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q3 2024, worth a combined $3.43B — up 12% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new NJR positions and 25 closed out — a net gain of 31 holders — while 139 added to existing stakes and 108 trimmed.

The largest buyer was ProShare Advisors, adding an estimated $39.2M. The largest seller was Duff & Phelps Investment Management, exiting entirely with an estimated $37.4M sold.

  • 362 institutional investors held New Jersey Resources (NJR) as of Q3 2024, up from 332 in Q2 2024.
  • Funds reported $3.43B of New Jersey Resources stock for Q3 2024, up 12% quarter-over-quarter.
  • 56 funds opened new New Jersey Resources positions in Q3 2024 and 25 closed out, a net change of +31 holders.
  • The largest New Jersey Resources buyer in Q3 2024 was ProShare Advisors, an estimated $39.2M added.
  • The largest New Jersey Resources seller in Q3 2024 was Duff & Phelps Investment Management, an estimated $37.4M sold.

Based on aggregated 13F filings for Q3 2024.