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New Jersey Resources

400 hedge funds and large institutions have $3.71B invested in New Jersey Resources in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 164 increasing their positions, 119 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $304K

38% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 119

28% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 43

7% more capital invested

Capital invested by funds: $3.47B → $3.71B (+$239M)

2% more funds holding

Funds holding: 393400 (+7)

0.83% more ownership

Funds ownership: 74.47%75.31% (+0.83%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
400
Holders Change
+7
Holders Change %
+1.78%
% of All Funds
5.36%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
55
Increased
164
Reduced
119
Closed
43
Calls
$1.28M
Puts
$304K
Net Calls
+$981K
Net Calls Change
+$482K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
201
Cetera Investment Advisers
Illinois
$709K +$137K +2,892 +25%
GF
202
Gabelli Funds
New York
$687K
SA
203
Sanctuary Advisors
Indiana
$686K -$413K -8,706 -38%
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$665K +$213K +4,484 +49%
EC
205
EntryPoint Capital
New York
$637K +$183K +3,866 +42%
OC
206
Oppenheimer & Co
New York
$632K +$371K +7,817 +154%
Natixis Advisors
207
Natixis Advisors
Massachusetts
$630K +$63.2K +1,334 +12%
AWA
208
Arkadios Wealth Advisors
Georgia
$604K -$8.25K -174 -1%
SOADOR
209
State of Alaska Department of Revenue
Alaska
$576K +$20.4K +430 +4%
VPIM
210
Vanguard Personalized Indexing Management
California
$571K -$34.4K -726 -6%
Public Employees Retirement Association of Colorado
211
Public Employees Retirement Association of Colorado
Colorado
$563K
Wealth Enhancement Advisory Services
212
Wealth Enhancement Advisory Services
Minnesota
$551K +$41.8K +881 +9%
CA
213
Claro Advisors
Massachusetts
$543K -$65K -1,371 -11%
P
214
&Partners
Tennessee
$542K -$249K -5,251 -32%
WSFS
215
Wilmington Savings Fund Society
Delaware
$532K
FGA
216
Fortis Group Advisors
New Jersey
$528K +$332 +7 +0.1%
AIM
217
Aigen Investment Management
New York
$522K +$504K +10,641 New
SWIM
218
Smallwood Wealth Investment Management
New Jersey
$518K +$67.4K +1,422 +16%
PHK
219
Point72 Hong Kong
Hong Kong
$513K +$495K +10,448 New
Federated Hermes
220
Federated Hermes
Pennsylvania
$495K +$17.9K +378 +4%
Pacer Advisors
221
Pacer Advisors
Pennsylvania
$490K -$228K -4,809 -33%
AAS
222
Avantax Advisory Services
Texas
$485K -$664 -14 -0.1%
CL
223
Choreo LLC
Illinois
$465K +$17.6K +372 +4%
SAM
224
Strategy Asset Managers
California
$457K +$27.5K +581 +7%
Pathstone Holdings
225
Pathstone Holdings
New Jersey
$448K +$11.4K +241 +3%

NJR Hedge Fund Activity: Q1 2025 in Review

400 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2025, worth a combined $3.71B — up 6.9% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new NJR positions and 43 closed out — a net gain of 12 holders — while 164 added to existing stakes and 119 trimmed.

The largest buyer was BlackRock, adding an estimated $43.5M. The largest seller was Vanguard Group, cutting an estimated $21.7M.

  • 400 institutional investors held New Jersey Resources (NJR) as of Q1 2025, up from 393 in Q4 2024.
  • Funds reported $3.71B of New Jersey Resources stock for Q1 2025, up 6.9% quarter-over-quarter.
  • 55 funds opened new New Jersey Resources positions in Q1 2025 and 43 closed out, a net change of +12 holders.
  • The largest New Jersey Resources buyer in Q1 2025 was BlackRock, an estimated $43.5M added.
  • The largest New Jersey Resources seller in Q1 2025 was Vanguard Group, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2025.