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New Jersey Resources

268 hedge funds and large institutions have $2.54B invested in New Jersey Resources in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 89 increasing their positions, 91 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

35% more capital invested

Capital invested by funds: $1.88B → $2.54B (+$655M)

31% more call options, than puts

Call options by funds: $521K | Put options by funds: $398K

6% more funds holding

Funds holding: 252268 (+16)

1.6% more ownership

Funds ownership: 72.77%74.36% (+1.6%)

2% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 91

Holders
268
Holders Change
+16
Holders Change %
+6.35%
% of All Funds
4.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
89
Reduced
91
Closed
29
Calls
$521K
Puts
$398K
Net Calls
+$123K
Net Calls Change
-$127K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$522M +$35M +1,074,126 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$353M +$3.82M +117,256 +1%
State Street
3
State Street
Massachusetts
$284M -$21.6M -662,951 -8%
Wells Fargo
4
Wells Fargo
California
$81.3M +$4.42M +135,868 +6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$73.3M +$24.7M +760,419 +58%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$71.4M +$1.11M +34,052 +2%
Northern Trust
7
Northern Trust
Illinois
$68.6M -$1.6M -49,070 -2%
First Trust Advisors
8
First Trust Advisors
Illinois
$59.5M -$9.68M -297,544 -15%
EIP
9
Energy Income Partners
Connecticut
$57.2M +$1.56M +47,879 +3%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$53.8M +$1.09M +33,650 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$52.6M +$3.75M +115,281 +8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$47.3M +$4.92M +151,292 +13%
DPIM
13
Duff & Phelps Investment Management
Illinois
$46.6M +$7.48M +230,000 +21%
Franklin Resources
14
Franklin Resources
California
$38.6M +$2.47M +75,791 +8%
Norges Bank
15
Norges Bank
Norway
$32.9M +$1.35M +41,553 +5%
Charles Schwab
16
Charles Schwab
California
$31.3M +$479K +14,728 +2%
ProShare Advisors
17
ProShare Advisors
Maryland
$28.6M +$2.9M +89,268 +12%
BTW
18
Boston Trust Walden
Massachusetts
$24.8M -$10M -308,464 -31%
JP Morgan Chase
19
JP Morgan Chase
New York
$24.6M +$6.56M +201,683 +41%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$22.5M -$3.2M -98,455 -13%
DZ Bank
21
DZ Bank
Germany
$21.7M -$685K -21,041 -3%
Ameriprise
22
Ameriprise
Minnesota
$21.5M -$429K -13,187 -2%
Millennium Management
23
Millennium Management
New York
$20.1M +$7.15M +219,894 +64%
SBH
24
Segall Bryant & Hamill
Illinois
$19.5M +$2.56M +78,639 +17%
CIM
25
Confluence Investment Management
Missouri
$19.3M +$53.7K +1,650 +0.3%

NJR Hedge Fund Activity: Q4 2020 in Review

268 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2020, worth a combined $2.54B — up 35% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NJR positions and 29 closed out — a net gain of 17 holders — while 89 added to existing stakes and 91 trimmed.

The largest buyer was BlackRock, adding an estimated $35M. The largest seller was State Street, cutting an estimated $21.6M.

  • 268 institutional investors held New Jersey Resources (NJR) as of Q4 2020, up from 252 in Q3 2020.
  • Funds reported $2.54B of New Jersey Resources stock for Q4 2020, up 35% quarter-over-quarter.
  • 46 funds opened new New Jersey Resources positions in Q4 2020 and 29 closed out, a net change of +17 holders.
  • The largest New Jersey Resources buyer in Q4 2020 was BlackRock, an estimated $35M added.
  • The largest New Jersey Resources seller in Q4 2020 was State Street, an estimated $21.6M sold.

Based on aggregated 13F filings for Q4 2020.