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New Jersey Resources

332 hedge funds and large institutions have $3.06B invested in New Jersey Resources in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 131 increasing their positions, 104 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 104

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0.43% less ownership

Funds ownership: 72.78%72.35% (-0.43%)

0% less capital invested

Capital invested by funds: $3.07B → $3.06B (-$14.4M)

1% less funds holding

Funds holding: 336332 (-4)

Holders
332
Holders Change
-4
Holders Change %
-1.19%
% of All Funds
4.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
131
Reduced
104
Closed
36
Calls
$393K
Puts
Net Calls
+$393K
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$709M -$6.64M -154,043 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$503M +$1.74M +40,383 +0.3%
State Street
3
State Street
Massachusetts
$218M -$17.4M -403,195 -7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$126M +$6.66M +154,441 +6%
Wells Fargo
5
Wells Fargo
California
$111M -$963K -22,317 -0.9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$99.7M +$6.22M +144,181 +7%
First Trust Advisors
7
First Trust Advisors
Illinois
$55.8M -$7.36M -170,565 -12%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$54.9M +$1.73M +40,094 +3%
Charles Schwab
9
Charles Schwab
California
$51M +$2.24M +52,018 +5%
Norges Bank
10
Norges Bank
Norway
$50.4M -$3.87M -89,775 -7%
Northern Trust
11
Northern Trust
Illinois
$49M +$1.94M +45,009 +4%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$46.9M +$17M +393,128 +56%
Morgan Stanley
13
Morgan Stanley
New York
$41.7M -$4.63M -107,408 -10%
ProShare Advisors
14
ProShare Advisors
Maryland
$37.9M -$1.34M -31,074 -3%
DPIM
15
Duff & Phelps Investment Management
Illinois
$37.4M
Fidelity Investments
16
Fidelity Investments
Massachusetts
$37.3M +$6.11M +141,656 +19%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$35.5M -$646K -14,968 -2%
Goldman Sachs
18
Goldman Sachs
New York
$31.2M +$4.91M +113,861 +18%
AQR Capital Management
19
AQR Capital Management
Connecticut
$26.4M +$7.61M +176,396 +40%
JP Morgan Chase
20
JP Morgan Chase
New York
$22.3M -$512K -11,874 -2%
Ameriprise
21
Ameriprise
Minnesota
$21.9M -$1.36M -31,569 -6%
N
22
Nuveen
North Carolina
$21.6M -$1.17M -27,105 -5%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$19.9M -$797K -18,481 -4%
Boston Partners
24
Boston Partners
Massachusetts
$19.8M -$796K -18,455 -4%
CIM
25
Confluence Investment Management
Missouri
$19.6M +$338K +7,836 +2%

NJR Hedge Fund Activity: Q2 2024 in Review

332 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q2 2024, worth a combined $3.06B — down 0.47% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NJR positions and 36 closed out — a net gain of 1 holder — while 131 added to existing stakes and 104 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $17M. The largest seller was State Street, cutting an estimated $17.4M.

  • 332 institutional investors held New Jersey Resources (NJR) as of Q2 2024, down from 336 in Q1 2024.
  • Funds reported $3.06B of New Jersey Resources stock for Q2 2024, down 0.47% quarter-over-quarter.
  • 37 funds opened new New Jersey Resources positions in Q2 2024 and 36 closed out, a net change of +1 holder.
  • The largest New Jersey Resources buyer in Q2 2024 was Neuberger Berman Group, an estimated $17M added.
  • The largest New Jersey Resources seller in Q2 2024 was State Street, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2024.