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New Jersey Resources

283 hedge funds and large institutions have $3.19B invested in New Jersey Resources in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 98 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

880% more call options, than puts

Call options by funds: $2.31M | Put options by funds: $236K

1.75% more ownership

Funds ownership: 72.7%74.45% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $3.2B → $3.19B (-$9.25M)

4% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 98

5% less funds holding

Funds holding: 297283 (-14)

24% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 38

Holders
283
Holders Change
-14
Holders Change %
-4.71%
% of All Funds
4.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
94
Reduced
98
Closed
38
Calls
$2.31M
Puts
$236K
Net Calls
+$2.08M
Net Calls Change
-$943K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$627M +$23.8M +530,495 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$488M +$9.12M +203,101 +2%
State Street
3
State Street
Massachusetts
$458M +$93.7M +2,084,980 +26%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$125M +$935K +20,807 +0.7%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$119M -$23.4M -521,833 -16%
Wells Fargo
6
Wells Fargo
California
$114M -$1.01M -22,572 -0.9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$75.3M -$87.1K -1,938 -0.1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$69.6M -$244K -5,434 -0.3%
First Trust Advisors
9
First Trust Advisors
Illinois
$65.1M +$272K +6,050 +0.4%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$57.4M -$6.09M -135,572 -10%
Northern Trust
11
Northern Trust
Illinois
$55.5M -$1.98M -44,130 -3%
Charles Schwab
12
Charles Schwab
California
$46.1M +$751K +16,713 +2%
DPIM
13
Duff & Phelps Investment Management
Illinois
$43.4M -$4.86M -108,100 -10%
JP Morgan Chase
14
JP Morgan Chase
New York
$38.8M -$4.81M -107,016 -11%
Norges Bank
15
Norges Bank
Norway
$36.7M -$819K -18,238 -2%
Ameriprise
16
Ameriprise
Minnesota
$36.7M +$5.35M +118,999 +17%
EIP
17
Energy Income Partners
Connecticut
$36.1M -$4.69M -104,347 -11%
ProShare Advisors
18
ProShare Advisors
Maryland
$31.5M -$5.35M -119,052 -14%
Millennium Management
19
Millennium Management
New York
$31.3M +$11.7M +260,564 +59%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$29.4M +$2.09M +46,483 +8%
SBH
21
Segall Bryant & Hamill
Illinois
$28.9M +$164K +3,646 +0.6%
Invesco
22
Invesco
Georgia
$26.4M -$370K -8,233 -1%
Morgan Stanley
23
Morgan Stanley
New York
$23M +$13.8M +308,254 +148%
CIM
24
Confluence Investment Management
Missouri
$19.1M +$180K +3,996 +0.9%
SPF
25
Steven Patrick Farmer
$19.1M +$19.3M +429,076 New

NJR Hedge Fund Activity: Q2 2022 in Review

283 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2022, worth a combined $3.19B — down 0.29% from $3.2B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of NJR and 29 opened new positions — a net loss of 9 holders — while 98 trimmed existing stakes and 94 added.

The largest buyer was State Street, adding an estimated $93.7M. The largest seller was Wellington Management Group, cutting an estimated $23.4M.

  • 283 institutional investors held New Jersey Resources (NJR) as of Q2 2022, down from 297 in Q1 2022.
  • Funds reported $3.19B of New Jersey Resources stock for Q2 2022, down 0.29% quarter-over-quarter.
  • 29 funds opened new New Jersey Resources positions in Q2 2022 and 38 closed out, a net change of -9 holders.
  • The largest New Jersey Resources buyer in Q2 2022 was State Street, an estimated $93.7M added.
  • The largest New Jersey Resources seller in Q2 2022 was Wellington Management Group, an estimated $23.4M sold.

Based on aggregated 13F filings for Q2 2022.