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New Jersey Resources
NJR

342 hedge funds and large institutions have $3.41B invested in New Jersey Resources in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 108 increasing their positions, 128 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 29

7% more funds holding

Funds holding: 321 → 342 (+21)

1.66% less ownership

Funds ownership: 76.14% → 74.48% (-1.7%)

13% less capital invested

Capital invested by funds: $3.92B → $3.41B (-$511M)

16% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 128

Holders
342
Holders Change
+21
Holders Change %
+6.54%
% of All Funds
5.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
51
Increased
108
Reduced
128
Closed
29
Calls
$524K
Puts
–
Net Calls
+$524K
Net Calls Change
-$1.97M

Top Buyers

1
BlackRock
BlackRock
New York
+$38.1M
2
Man Group
Man Group
United Kingdom
+$15.6M
3
LIP
Lighthouse Investment Partners
Florida
+$10.6M
4
ETC
Exchange Traded Concepts
Oklahoma
+$9.5M
5
First Trust Advisors
First Trust Advisors
Illinois
+$7.9M

Top Sellers

1
State Street
State Street
Massachusetts
-$77.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$32.5M
3
Invesco
Invesco
Georgia
-$27.2M
4
JP Morgan Chase
JP Morgan Chase
New York
-$11.9M
5
Ameriprise
Ameriprise
Minnesota
-$7.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$771M +$38.1M +756,914 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$528M -$2.06M -40,802 -0.4%
State Street
3
State Street
Massachusetts
$407M -$77.8M -1,543,121 -15%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$130M +$2.08M +41,300 +2%
Wells Fargo
5
Wells Fargo
California
$125M -$189K -3,759 -0.1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$91.6M +$4.33M +85,884 +5%
First Trust Advisors
7
First Trust Advisors
Illinois
$77.1M +$7.9M +156,836 +11%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$68.5M -$1.9M -37,653 -3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$59M -$32.5M -645,007 -34%
Northern Trust
10
Northern Trust
Illinois
$58.5M +$1.23M +24,416 +2%
Charles Schwab
11
Charles Schwab
California
$50.7M +$621K +12,318 +1%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$46.6M +$2.11M +41,790 +4%
Invesco
13
Invesco
Georgia
$44.7M -$27.2M -539,387 -36%
Norges Bank
14
Norges Bank
Norway
$42.5M +$3.76M +74,542 +9%
DPIM
15
Duff & Phelps Investment Management
Illinois
$41.3M – – –
Morgan Stanley
16
Morgan Stanley
New York
$39M +$4.06M +80,653 +11%
ProShare Advisors
17
ProShare Advisors
Maryland
$37.4M -$5.63M -111,761 -12%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$34.3M +$862K +17,105 +2%
Goldman Sachs
19
Goldman Sachs
New York
$33.3M -$4.65M -92,355 -12%
Ameriprise
20
Ameriprise
Minnesota
$32.1M -$7.81M -154,916 -19%
JP Morgan Chase
21
JP Morgan Chase
New York
$28M -$11.9M -236,283 -28%
N
22
Nuveen
North Carolina
$24.6M -$7.03M -139,561 -21%
SBH
23
Segall Bryant & Hamill
Illinois
$22.6M -$5.74M -113,891 -19%
Millennium Management
24
Millennium Management
New York
$21.6M -$4.96M -98,346 -18%
CIM
25
Confluence Investment Management
Missouri
$21.1M +$201K +3,997 +0.9%
1
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NJR Hedge Fund Activity: Q2 2023 in Review

342 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2023, worth a combined $3.41B — down 13% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new NJR positions and 29 closed out — a net gain of 22 holders — while 108 added to existing stakes and 128 trimmed.

The largest buyer was BlackRock, adding an estimated $38.1M. The largest seller was State Street, cutting an estimated $77.8M.

  • 342 institutional investors held New Jersey Resources (NJR) as of Q2 2023, up from 321 in Q1 2023.
  • Funds reported $3.41B of New Jersey Resources stock for Q2 2023, down 13% quarter-over-quarter.
  • 51 funds opened new New Jersey Resources positions in Q2 2023 and 29 closed out, a net change of +22 holders.
  • The largest New Jersey Resources buyer in Q2 2023 was BlackRock, an estimated $38.1M added.
  • The largest New Jersey Resources seller in Q2 2023 was State Street, an estimated $77.8M sold.

Based on aggregated 13F filings for Q2 2023.