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New Jersey Resources

321 hedge funds and large institutions have $3.92B invested in New Jersey Resources in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 123 increasing their positions, 102 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,229% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $112K

24% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 34

21% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 102

13% more capital invested

Capital invested by funds: $3.48B → $3.92B (+$439M)

2% more funds holding

Funds holding: 315321 (+6)

0.38% more ownership

Funds ownership: 75.76%76.14% (+0.38%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
321
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
5.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
123
Reduced
102
Closed
34
Calls
$2.61M
Puts
$112K
Net Calls
+$2.5M
Net Calls Change
+$710K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$828M +$842K +16,519 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$598M +$5.1M +100,082 +0.9%
State Street
3
State Street
Massachusetts
$541M +$54.5M +1,069,306 +12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$144M -$1.46M -28,694 -1%
Wells Fargo
5
Wells Fargo
California
$142M +$2.99M +58,774 +2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$101M -$39.1M -766,622 -29%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$98.7M +$4.07M +79,794 +4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$79.2M +$428K +8,408 +0.6%
Invesco
9
Invesco
Georgia
$79.1M -$11.3M -221,015 -13%
First Trust Advisors
10
First Trust Advisors
Illinois
$78.5M -$3.36M -65,947 -4%
Northern Trust
11
Northern Trust
Illinois
$64.6M -$480K -9,429 -0.8%
Charles Schwab
12
Charles Schwab
California
$56.5M -$284K -5,565 -0.5%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$50.3M -$2.05M -40,326 -4%
ProShare Advisors
14
ProShare Advisors
Maryland
$48.1M -$3.76M -73,728 -8%
DPIM
15
Duff & Phelps Investment Management
Illinois
$46.6M -$4.99M -97,910 -10%
Ameriprise
16
Ameriprise
Minnesota
$44.5M +$1.03M +20,276 +2%
JP Morgan Chase
17
JP Morgan Chase
New York
$44.1M +$703K +13,796 +2%
Norges Bank
18
Norges Bank
Norway
$43.9M +$1.78M +34,885 +4%
Goldman Sachs
19
Goldman Sachs
New York
$42.4M -$1.52M -29,810 -4%
Morgan Stanley
20
Morgan Stanley
New York
$39.7M -$1.85M -36,267 -5%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$37.8M +$1.36M +26,704 +4%
N
22
Nuveen
North Carolina
$35.1M +$7.23M +141,868 +27%
SBH
23
Segall Bryant & Hamill
Illinois
$31.5M -$412K -8,085 -1%
Millennium Management
24
Millennium Management
New York
$29.6M +$9.16M +179,726 +48%
CIM
25
Confluence Investment Management
Missouri
$23.6M +$187K +3,664 +0.8%

NJR Hedge Fund Activity: Q1 2023 in Review

321 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2023, worth a combined $3.92B — up 13% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new NJR positions and 34 closed out — a net gain of 8 holders — while 123 added to existing stakes and 102 trimmed.

The largest buyer was State Street, adding an estimated $54.5M. The largest seller was Wellington Management Group, cutting an estimated $39.1M.

  • 321 institutional investors held New Jersey Resources (NJR) as of Q1 2023, up from 315 in Q4 2022.
  • Funds reported $3.92B of New Jersey Resources stock for Q1 2023, up 13% quarter-over-quarter.
  • 42 funds opened new New Jersey Resources positions in Q1 2023 and 34 closed out, a net change of +8 holders.
  • The largest New Jersey Resources buyer in Q1 2023 was State Street, an estimated $54.5M added.
  • The largest New Jersey Resources seller in Q1 2023 was Wellington Management Group, an estimated $39.1M sold.

Based on aggregated 13F filings for Q1 2023.