We are live on ! Find out more
NJR icon

New Jersey Resources

265 hedge funds and large institutions have $2.71B invested in New Jersey Resources in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% less ownership

Funds ownership: 71.68%71.3% (-0.38%)

1% less capital invested

Capital invested by funds: $2.74B → $2.71B (-$29M)

1% less funds holding

Funds holding: 269265 (-4)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

25% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 100

Holders
265
Holders Change
-4
Holders Change %
-1.49%
% of All Funds
4.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
75
Reduced
100
Closed
31
Calls
$3.21M
Puts
Net Calls
+$3.21M
Net Calls Change
-$534K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$564M -$12.7M -300,032 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$387M +$9.81M +232,192 +2%
State Street
3
State Street
Massachusetts
$382M +$52M +1,231,499 +15%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$99.6M +$12.4M +294,246 +13%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$97.4M +$1.48M +35,150 +1%
Wells Fargo
6
Wells Fargo
California
$95.6M +$5.02M +118,836 +5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$65.8M +$3.48M +82,477 +5%
Northern Trust
8
Northern Trust
Illinois
$60.7M -$626K -14,825 -1%
First Trust Advisors
9
First Trust Advisors
Illinois
$60.3M +$425K +10,065 +0.7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$52.8M +$1.47M +34,808 +3%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$50.8M -$5.58M -132,041 -9%
DPIM
12
Duff & Phelps Investment Management
Illinois
$42.8M
Charles Schwab
13
Charles Schwab
California
$36.2M +$1.67M +39,469 +5%
Norges Bank
14
Norges Bank
Norway
$35.6M +$8.77M +207,716 +30%
EIP
15
Energy Income Partners
Connecticut
$34.8M -$23.1M -547,537 -38%
ProShare Advisors
16
ProShare Advisors
Maryland
$28M -$2.99M -70,776 -9%
JP Morgan Chase
17
JP Morgan Chase
New York
$25.8M +$5.3M +125,423 +24%
CIM
18
Confluence Investment Management
Missouri
$23.9M +$1.86M +44,069 +8%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$23.8M -$350K -8,289 -1%
Ameriprise
20
Ameriprise
Minnesota
$23M -$754K -17,847 -3%
SBH
21
Segall Bryant & Hamill
Illinois
$21.7M -$33K -781 -0.1%
Victory Capital Management
22
Victory Capital Management
Texas
$17.8M -$421K -9,972 -2%
Goldman Sachs
23
Goldman Sachs
New York
$17.6M -$5.09M -120,595 -21%
PPA
24
Parametric Portfolio Associates
Washington
$16.5M +$505K +11,961 +3%
Morgan Stanley
25
Morgan Stanley
New York
$16.4M +$8.72M +206,460 +100%

NJR Hedge Fund Activity: Q2 2021 in Review

265 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2021, worth a combined $2.71B — down 1.1% from $2.74B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of NJR and 27 opened new positions — a net loss of 4 holders — while 100 trimmed existing stakes and 75 added.

The largest buyer was State Street, adding an estimated $52M. The largest seller was Brookfield Corp, exiting entirely with an estimated $35.7M sold.

  • 265 institutional investors held New Jersey Resources (NJR) as of Q2 2021, down from 269 in Q1 2021.
  • Funds reported $2.71B of New Jersey Resources stock for Q2 2021, down 1.1% quarter-over-quarter.
  • 27 funds opened new New Jersey Resources positions in Q2 2021 and 31 closed out, a net change of -4 holders.
  • The largest New Jersey Resources buyer in Q2 2021 was State Street, an estimated $52M added.
  • The largest New Jersey Resources seller in Q2 2021 was Brookfield Corp, an estimated $35.7M sold.

Based on aggregated 13F filings for Q2 2021.