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New Jersey Resources

297 hedge funds and large institutions have $3.2B invested in New Jersey Resources in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 106 increasing their positions, 95 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,697% more call options, than puts

Call options by funds: $3.2M | Put options by funds: $178K

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $2.84B → $3.2B (+$367M)

12% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 95

6% more funds holding

Funds holding: 279297 (+18)

0.59% more ownership

Funds ownership: 72.11%72.7% (+0.59%)

Holders
297
Holders Change
+18
Holders Change %
+6.45%
% of All Funds
4.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
106
Reduced
95
Closed
18
Calls
$3.2M
Puts
$178K
Net Calls
+$3.02M
Net Calls Change
+$2.12M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$621M +$234K +5,629 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$493M +$4.64M +111,403 +1%
State Street
3
State Street
Massachusetts
$375M -$31.9M -766,747 -9%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$147M +$24.6M +589,747 +23%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$128M +$2.15M +51,557 +2%
Wells Fargo
6
Wells Fargo
California
$119M -$1.87M -44,832 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$77.6M +$2.22M +53,370 +3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$71.9M +$313K +7,529 +0.5%
First Trust Advisors
9
First Trust Advisors
Illinois
$66.7M -$6M -144,058 -9%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$65.4M +$1.17M +28,150 +2%
Northern Trust
11
Northern Trust
Illinois
$59.2M -$1.44M -34,540 -3%
DPIM
12
Duff & Phelps Investment Management
Illinois
$49.6M
Charles Schwab
13
Charles Schwab
California
$46.7M +$1.39M +33,273 +3%
JP Morgan Chase
14
JP Morgan Chase
New York
$44.9M -$1.58M -38,009 -4%
EIP
15
Energy Income Partners
Connecticut
$41.9M +$8.07M +193,855 +27%
Norges Bank
16
Norges Bank
Norway
$38.6M +$2.95M +70,795 +9%
ProShare Advisors
17
ProShare Advisors
Maryland
$38M -$23.8K -571 -0.1%
Ameriprise
18
Ameriprise
Minnesota
$32.3M +$1.06M +25,493 +4%
SBH
19
Segall Bryant & Hamill
Illinois
$29.6M +$784K +18,819 +3%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$28.1M +$2.94M +70,612 +13%
Invesco
21
Invesco
Georgia
$27.6M +$15.1M +362,282 +151%
N
22
Nuveen
North Carolina
$21M +$259K +6,230 +1%
Millennium Management
23
Millennium Management
New York
$20.3M -$6.59M -158,208 -26%
CIM
24
Confluence Investment Management
Missouri
$19.5M +$789K +18,942 +5%
Goldman Sachs
25
Goldman Sachs
New York
$17.9M -$1.74M -41,837 -10%

NJR Hedge Fund Activity: Q1 2022 in Review

297 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2022, worth a combined $3.2B — up 13% from $2.84B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new NJR positions and 18 closed out — a net gain of 21 holders — while 106 added to existing stakes and 95 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $24.6M. The largest seller was State Street, cutting an estimated $31.9M.

  • 297 institutional investors held New Jersey Resources (NJR) as of Q1 2022, up from 279 in Q4 2021.
  • Funds reported $3.2B of New Jersey Resources stock for Q1 2022, up 13% quarter-over-quarter.
  • 39 funds opened new New Jersey Resources positions in Q1 2022 and 18 closed out, a net change of +21 holders.
  • The largest New Jersey Resources buyer in Q1 2022 was Wellington Management Group, an estimated $24.6M added.
  • The largest New Jersey Resources seller in Q1 2022 was State Street, an estimated $31.9M sold.

Based on aggregated 13F filings for Q1 2022.