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New Jersey Resources

400 hedge funds and large institutions have $3.71B invested in New Jersey Resources in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 164 increasing their positions, 119 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $304K

38% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 119

28% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 43

7% more capital invested

Capital invested by funds: $3.47B → $3.71B (+$239M)

2% more funds holding

Funds holding: 393400 (+7)

0.83% more ownership

Funds ownership: 74.47%75.31% (+0.83%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
400
Holders Change
+7
Holders Change %
+1.78%
% of All Funds
5.36%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
55
Increased
164
Reduced
119
Closed
43
Calls
$1.28M
Puts
$304K
Net Calls
+$981K
Net Calls Change
+$482K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$871M +$43.5M +916,728 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$543M -$21.7M -457,093 -4%
State Street
3
State Street
Massachusetts
$260M -$5.48M -115,522 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$168M +$5.48M +115,570 +3%
Wells Fargo
5
Wells Fargo
California
$127M -$223K -4,699 -0.2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$124M +$8.35M +176,194 +7%
Norges Bank
7
Norges Bank
Norway
$67.2M -$9.37M -197,669 -13%
Morgan Stanley
8
Morgan Stanley
New York
$63.6M +$12.1M +255,394 +25%
Northern Trust
9
Northern Trust
Illinois
$63M -$3.15M -66,415 -5%
Charles Schwab
10
Charles Schwab
California
$62.5M +$338K +7,132 +0.6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$58M -$1.4M -29,526 -2%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$56.6M -$518K -10,917 -0.9%
First Trust Advisors
13
First Trust Advisors
Illinois
$53.4M -$1.23M -26,000 -2%
Millennium Management
14
Millennium Management
New York
$52.2M -$14.2M -299,901 -22%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$44.8M +$4M +84,323 +10%
ProShare Advisors
16
ProShare Advisors
Maryland
$40.6M -$4.02M -84,812 -9%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$36.2M -$846K -17,844 -2%
Goldman Sachs
18
Goldman Sachs
New York
$34.6M -$6.15M -129,832 -16%
JP Morgan Chase
19
JP Morgan Chase
New York
$31.5M -$1.93M -40,614 -6%
N
20
Nuveen
North Carolina
$29.5M +$5.96M +125,663 +26%
UBS Group
21
UBS Group
Switzerland
$23.4M +$8.4M +177,112 +59%
ECM
22
ExodusPoint Capital Management
New York
$22.8M +$3.95M +83,310 +22%
BFA
23
Bragg Financial Advisors
North Carolina
$22.8M +$5.47M +115,341 +33%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$22.2M -$178K -3,761 -0.8%
CIM
25
Confluence Investment Management
Missouri
$21.6M -$638K -13,449 -3%

NJR Hedge Fund Activity: Q1 2025 in Review

400 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in New Jersey Resources (NJR) for Q1 2025, worth a combined $3.71B — up 6.9% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new NJR positions and 43 closed out — a net gain of 12 holders — while 164 added to existing stakes and 119 trimmed.

The largest buyer was BlackRock, adding an estimated $43.5M. The largest seller was Vanguard Group, cutting an estimated $21.7M.

  • 400 institutional investors held New Jersey Resources (NJR) as of Q1 2025, up from 393 in Q4 2024.
  • Funds reported $3.71B of New Jersey Resources stock for Q1 2025, up 6.9% quarter-over-quarter.
  • 55 funds opened new New Jersey Resources positions in Q1 2025 and 43 closed out, a net change of +12 holders.
  • The largest New Jersey Resources buyer in Q1 2025 was BlackRock, an estimated $43.5M added.
  • The largest New Jersey Resources seller in Q1 2025 was Vanguard Group, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2025.