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New Jersey Resources

287 hedge funds and large institutions have $2.8B invested in New Jersey Resources in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 93 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,438% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $8K

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

15% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 93

1% more funds holding

Funds holding: 283287 (+4)

0.57% more ownership

Funds ownership: 74.45%75.02% (+0.57%)

12% less capital invested

Capital invested by funds: $3.19B → $2.8B (-$398M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
287
Holders Change
+4
Holders Change %
+1.41%
% of All Funds
4.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
107
Reduced
93
Closed
26
Calls
$1.24M
Puts
$8K
Net Calls
+$1.24M
Net Calls Change
-$842K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$540M -$5.12M -114,770 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$423M -$980K -21,974 -0.2%
State Street
3
State Street
Massachusetts
$417M +$20.3M +456,306 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$112M +$9.56M +214,468 +8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$109M +$823K +18,463 +0.7%
Wells Fargo
6
Wells Fargo
California
$101M +$2.28M +51,225 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$66.2M +$933K +20,921 +1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$64M +$4.12M +92,320 +6%
First Trust Advisors
9
First Trust Advisors
Illinois
$56.1M -$519K -11,639 -0.8%
Northern Trust
10
Northern Trust
Illinois
$47.4M -$880K -19,743 -2%
Charles Schwab
11
Charles Schwab
California
$41.7M +$1.9M +42,658 +4%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$40.3M -$11M -247,014 -19%
DPIM
13
Duff & Phelps Investment Management
Illinois
$37.7M
JP Morgan Chase
14
JP Morgan Chase
New York
$34.1M +$472K +10,588 +1%
Ameriprise
15
Ameriprise
Minnesota
$33.3M +$1.68M +37,612 +5%
Invesco
16
Invesco
Georgia
$32.9M +$11.5M +256,955 +43%
EIP
17
Energy Income Partners
Connecticut
$32M +$763K +17,109 +2%
ProShare Advisors
18
ProShare Advisors
Maryland
$30.8M +$3.86M +86,509 +12%
Norges Bank
19
Norges Bank
Norway
$29.6M -$2.68M -60,060 -7%
SBH
20
Segall Bryant & Hamill
Illinois
$26M +$958K +21,485 +3%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$24M -$1.75M -39,304 -6%
Morgan Stanley
22
Morgan Stanley
New York
$22M +$2.36M +52,845 +10%
Goldman Sachs
23
Goldman Sachs
New York
$17.3M +$1.24M +27,752 +7%
CIM
24
Confluence Investment Management
Missouri
$16.8M +$244K +5,462 +1%
N
25
Nuveen
North Carolina
$16.8M +$3.9M +87,463 +25%

NJR Hedge Fund Activity: Q3 2022 in Review

287 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q3 2022, worth a combined $2.8B — down 12% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NJR positions and 26 closed out — a net gain of 6 holders — while 107 added to existing stakes and 93 trimmed.

The largest buyer was State Street, adding an estimated $20.3M. The largest seller was Millennium Management, cutting an estimated $15.8M.

  • 287 institutional investors held New Jersey Resources (NJR) as of Q3 2022, up from 283 in Q2 2022.
  • Funds reported $2.8B of New Jersey Resources stock for Q3 2022, down 12% quarter-over-quarter.
  • 32 funds opened new New Jersey Resources positions in Q3 2022 and 26 closed out, a net change of +6 holders.
  • The largest New Jersey Resources buyer in Q3 2022 was State Street, an estimated $20.3M added.
  • The largest New Jersey Resources seller in Q3 2022 was Millennium Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q3 2022.