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New Jersey Resources

256 hedge funds and large institutions have $2.33B invested in New Jersey Resources in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 84 increasing their positions, 89 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 89

2% less ownership

Funds ownership: 71.3%69.3% (-2%)

3% less funds holding

Funds holding: 265256 (-9)

14% less capital invested

Capital invested by funds: $2.71B → $2.33B (-$382M)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

Holders
256
Holders Change
-9
Holders Change %
-3.4%
% of All Funds
4.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
84
Reduced
89
Closed
30
Calls
$1.19M
Puts
Net Calls
+$1.19M
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$462M -$37.4M -987,257 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$369M +$31.2M +823,894 +8%
State Street
3
State Street
Massachusetts
$309M -$30.5M -807,429 -8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$98.7M +$12.1M +320,328 +13%
Wells Fargo
5
Wells Fargo
California
$88.3M +$4.53M +119,807 +5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$87.7M +$2.1M +55,422 +2%
First Trust Advisors
7
First Trust Advisors
Illinois
$63.1M +$10.9M +287,208 +19%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$55.1M -$3.05M -80,717 -5%
Northern Trust
9
Northern Trust
Illinois
$51.7M -$1.9M -50,217 -3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$47.3M +$908K +23,995 +2%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$46.6M +$2.09M +55,141 +4%
DPIM
12
Duff & Phelps Investment Management
Illinois
$37.6M
Charles Schwab
13
Charles Schwab
California
$33M +$1.3M +34,444 +4%
Norges Bank
14
Norges Bank
Norway
$30.1M -$1.32M -34,935 -4%
ProShare Advisors
15
ProShare Advisors
Maryland
$26.5M +$2.04M +54,010 +8%
EIP
16
Energy Income Partners
Connecticut
$24.9M -$6.23M -164,693 -19%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$20.5M -$467K -12,339 -2%
JP Morgan Chase
18
JP Morgan Chase
New York
$19.5M -$3.47M -91,795 -14%
SBH
19
Segall Bryant & Hamill
Illinois
$19.5M +$422K +11,160 +2%
Ameriprise
20
Ameriprise
Minnesota
$17.8M -$2.6M -68,840 -12%
CIM
21
Confluence Investment Management
Missouri
$17.6M -$3.72M -98,275 -16%
N
22
Nuveen
North Carolina
$13.9M -$500K -13,214 -3%
GT
23
Glenmede Trust
Pennsylvania
$12M +$386K +10,207 +3%
Goldman Sachs
24
Goldman Sachs
New York
$11.9M -$3.92M -103,581 -23%
Principal Financial Group
25
Principal Financial Group
Iowa
$11.6M -$169K -4,468 -1%

NJR Hedge Fund Activity: Q3 2021 in Review

256 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q3 2021, worth a combined $2.33B — down 14% from $2.71B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of NJR and 25 opened new positions — a net loss of 5 holders — while 89 trimmed existing stakes and 84 added.

The largest buyer was Vanguard Group, adding an estimated $31.2M. The largest seller was BlackRock, cutting an estimated $37.4M.

  • 256 institutional investors held New Jersey Resources (NJR) as of Q3 2021, down from 265 in Q2 2021.
  • Funds reported $2.33B of New Jersey Resources stock for Q3 2021, down 14% quarter-over-quarter.
  • 25 funds opened new New Jersey Resources positions in Q3 2021 and 30 closed out, a net change of -5 holders.
  • The largest New Jersey Resources buyer in Q3 2021 was Vanguard Group, an estimated $31.2M added.
  • The largest New Jersey Resources seller in Q3 2021 was BlackRock, an estimated $37.4M sold.

Based on aggregated 13F filings for Q3 2021.