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New Jersey Resources

279 hedge funds and large institutions have $2.84B invested in New Jersey Resources in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 106 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

551% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $164K

104% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 28

56% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 68

22% more capital invested

Capital invested by funds: $2.33B → $2.84B (+$509M)

9% more funds holding

Funds holding: 256279 (+23)

2.81% more ownership

Funds ownership: 69.3%72.11% (+2.8%)

Holders
279
Holders Change
+23
Holders Change %
+8.98%
% of All Funds
4.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
57
Increased
106
Reduced
68
Closed
28
Calls
$1.07M
Puts
$164K
Net Calls
+$904K
Net Calls Change
-$286K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$556M +$10.3M +266,085 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$437M +$1.77M +45,899 +0.4%
State Street
3
State Street
Massachusetts
$368M +$4.32M +111,859 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$112M -$3.86M -99,822 -4%
Wells Fargo
5
Wells Fargo
California
$108M +$3.6M +93,033 +4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$107M +$3.68M +95,302 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$67.3M +$2.19M +56,687 +4%
First Trust Advisors
8
First Trust Advisors
Illinois
$65.7M -$8.23M -212,946 -12%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$64.1M +$7.83M +202,508 +15%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$57.4M +$2.21M +57,042 +4%
Northern Trust
11
Northern Trust
Illinois
$54.4M -$6.21M -160,555 -11%
DPIM
12
Duff & Phelps Investment Management
Illinois
$44.4M
JP Morgan Chase
13
JP Morgan Chase
New York
$41.7M +$17.6M +455,958 +81%
Charles Schwab
14
Charles Schwab
California
$40.4M +$1.4M +36,247 +4%
ProShare Advisors
15
ProShare Advisors
Maryland
$34M +$2.54M +65,825 +9%
Norges Bank
16
Norges Bank
Norway
$31.7M -$3.62M -93,707 -11%
EIP
17
Energy Income Partners
Connecticut
$29.6M +$219K +5,656 +0.8%
Ameriprise
18
Ameriprise
Minnesota
$27.9M +$6.48M +167,717 +33%
SBH
19
Segall Bryant & Hamill
Illinois
$25.7M +$2.63M +67,946 +12%
Millennium Management
20
Millennium Management
New York
$24.7M +$19.1M +493,185 +458%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$22.3M -$1.86M -48,029 -8%
N
22
Nuveen
North Carolina
$19.2M +$2.66M +68,717 +17%
Goldman Sachs
23
Goldman Sachs
New York
$17.8M +$3.56M +91,993 +27%
CIM
24
Confluence Investment Management
Missouri
$16.7M -$3.88M -100,333 -20%
BC
25
Brookfield Corp
Ontario, Canada
$16M +$15.1M +390,822 New

NJR Hedge Fund Activity: Q4 2021 in Review

279 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q4 2021, worth a combined $2.84B — up 22% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new NJR positions and 28 closed out — a net gain of 29 holders — while 106 added to existing stakes and 68 trimmed.

The largest buyer was Millennium Management, adding an estimated $19.1M. The largest seller was First Trust Advisors, cutting an estimated $8.23M.

  • 279 institutional investors held New Jersey Resources (NJR) as of Q4 2021, up from 256 in Q3 2021.
  • Funds reported $2.84B of New Jersey Resources stock for Q4 2021, up 22% quarter-over-quarter.
  • 57 funds opened new New Jersey Resources positions in Q4 2021 and 28 closed out, a net change of +29 holders.
  • The largest New Jersey Resources buyer in Q4 2021 was Millennium Management, an estimated $19.1M added.
  • The largest New Jersey Resources seller in Q4 2021 was First Trust Advisors, an estimated $8.23M sold.

Based on aggregated 13F filings for Q4 2021.