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New Jersey Resources
NJR

269 hedge funds and large institutions have $2.74B invested in New Jersey Resources in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,518% more call options, than puts

Call options by funds: $3.79M | Put options by funds: $44K

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

8% more capital invested

Capital invested by funds: $2.54B → $2.74B (+$203M)

0% more funds holding

Funds holding: 268 → 269 (+1)

2.69% less ownership

Funds ownership: 74.36% → 71.68% (-2.7%)

28% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 105

Holders
269
Holders Change
+1
Holders Change %
+0.37%
% of All Funds
4.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
76
Reduced
105
Closed
29
Calls
$3.79M
Puts
$44K
Net Calls
+$3.75M
Net Calls Change
+$3.63M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$34.1M
2
State Street
State Street
Massachusetts
+$16.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$13.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$8.19M
5
BFA
Bragg Financial Advisors
North Carolina
+$6.64M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$38.1M
2
WHRC
W.H. Reaves & Co
New Jersey
-$15.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$15M
4
Northern Trust
Northern Trust
Illinois
-$14.5M
5
Millennium Management
Millennium Management
New York
-$13.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$580M -$4.86M -127,475 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$381M -$15M -392,223 -4%
State Street
3
State Street
Massachusetts
$336M +$16.1M +421,319 +5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$96.8M +$13.9M +365,895 +18%
Wells Fargo
5
Wells Fargo
California
$91.6M +$437K +11,454 +0.5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$88.6M +$8.19M +214,889 +11%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$63M +$3.9M +102,225 +7%
Northern Trust
8
Northern Trust
Illinois
$61.8M -$14.5M -380,347 -20%
First Trust Advisors
9
First Trust Advisors
Illinois
$60.4M -$6.11M -160,222 -10%
EIP
10
Energy Income Partners
Connecticut
$56.9M -$6.93M -181,705 -11%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$56.5M -$3.68M -96,521 -6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$51.8M -$1.19M -31,138 -2%
DPIM
13
Duff & Phelps Investment Management
Illinois
$43.1M -$8.77M -230,000 -18%
BC
14
Brookfield Corp
Ontario, Canada
$35.7M +$34.1M +895,103 New
Charles Schwab
15
Charles Schwab
California
$34.9M -$189K -4,970 -0.6%
ProShare Advisors
16
ProShare Advisors
Maryland
$31.1M -$968K -25,388 -3%
Norges Bank
17
Norges Bank
Norway
$27.6M -$8.86M -232,447 -25%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$24.4M -$800K -20,999 -3%
Ameriprise
19
Ameriprise
Minnesota
$23.8M -$302K -7,919 -1%
Goldman Sachs
20
Goldman Sachs
New York
$22.5M +$5.45M +142,920 +34%
CIM
21
Confluence Investment Management
Missouri
$22.4M +$647K +16,965 +3%
SBH
22
Segall Bryant & Hamill
Illinois
$21.9M -$39.4K -1,033 -0.2%
JP Morgan Chase
23
JP Morgan Chase
New York
$21M -$6.3M -165,397 -24%
Victory Capital Management
24
Victory Capital Management
Texas
$18.4M +$631K +16,567 +4%
BTW
25
Boston Trust Walden
Massachusetts
$17M -$10.4M -272,589 -39%
1
2 3 4 5

NJR Hedge Fund Activity: Q1 2021 in Review

269 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2021, worth a combined $2.74B — up 8% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NJR positions and 29 closed out — a net gain of 3 holders — while 76 added to existing stakes and 105 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $34.1M. The largest seller was Franklin Resources, cutting an estimated $38.1M.

  • 269 institutional investors held New Jersey Resources (NJR) as of Q1 2021, up from 268 in Q4 2020.
  • Funds reported $2.74B of New Jersey Resources stock for Q1 2021, up 8% quarter-over-quarter.
  • 32 funds opened new New Jersey Resources positions in Q1 2021 and 29 closed out, a net change of +3 holders.
  • The largest New Jersey Resources buyer in Q1 2021 was Brookfield Corp, an estimated $34.1M added.
  • The largest New Jersey Resources seller in Q1 2021 was Franklin Resources, an estimated $38.1M sold.

Based on aggregated 13F filings for Q1 2021.