New Jersey Resources
269 hedge funds and large institutions have $2.75B 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.
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 → $2.75B (+$207M)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$34.1M |
| 2 |
State Street
Boston,
Massachusetts
|
+$16.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$13.9M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$8.19M |
| 5 |
BFA
Bragg Financial Advisors
Charlotte,
North Carolina
|
+$6.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$38.1M |
| 2 |
WHRC
W.H. Reaves & Co
Jersey City,
New Jersey
|
-$15.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$15M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$14.5M |
| 5 |
Millennium Management
New York
|
-$13.4M |
NJR Hedge Fund Activity: Q1 2021 in Review
269 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2021, worth a combined $2.75B — up 8.2% 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 $2.75B of New Jersey Resources stock for Q1 2021, up 8.2% 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.