undamentalytics Newsletter

NEW Jersey Resources Corp: which funds bought and sold

Institutions that bought and sold NEW Jersey Resources shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 239 institutions that filed 13F reports for both quarters added to or opened positions in NEW Jersey Resources, and 166 cut or closed them. Together they added a net 3.3M shares, +4.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 110K shares (+1.3%); index fund managers were net buyers of 2.0M shares (+5.0%). 57 opened a new position and 42 sold out entirely.

Bought, Q2 2026 239 institutions, 57 of them new holders Sold, Q2 2026 166 institutions, 42 of them sold out
Net change, all compared +3.3M shares (+4.4%)
Net change, active managers +110K shares (+1.3%), 16 bought, 26 sold

Buyers versus sellers

institutions compared, 485
Active managers and hedge funds 16 bought · 26 sold · +110K
Index fund managers 10 bought · 1 sold · +2.0M
Other institutions 213 bought · 139 sold · +1.2M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
AQR Capital Management LLC Hedge fund +723K +62.1% 1.9M $106M
Blackrock, Inc. Index funds +611K +3.5% 18.0M $1B
Caisse De Depot Et Placement Du Quebec +534K New position 534K $29.9M
Geode Capital Management, LLC Index funds +493K +18.9% 3.1M $173M
Vanguard Portfolio Management LLC Index funds +470K +8.0% 6.3M $355M
Jpmorgan Chase & Co +422K +65.7% 1.1M $60.8M
Morgan Stanley +394K +30.2% 1.7M $95.2M
State Street Corp Index funds +344K +6.8% 5.4M $306M
Victory Capital Management Inc Active manager +226K +36.0% 855K $47.9M
Dimensional Fund Advisors LP +173K +4.2% 4.3M $242M
Algert Global LLC Hedge fund +160K +96.3% 326K $18.3M
Neuberger Berman Group LLC Active manager +98K +6.5% 1.6M $90.4M
Citigroup Inc +94K +210.5% 138K $7.8M
Prudential Financial Inc +82K +127.8% 147K $8.2M
Exoduspoint Capital Management, LP Hedge fund +82K +168.0% 130K $7.3M
SG Americas Securities, LLC +60K +63.6% 155K $8.7M
Bridgewater Associates, LP Hedge fund +59K New position 59K $3.3M
Northern Trust Corp Index funds +58K +4.5% 1.4M $75.8M
Convergence Investment Partners, LLC +57K New position 57K $3.2M
Martingale Asset Management L P Active manager +51K +70.0% 125K $7M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Massachusetts Financial Services Co Active manager −655K Sold out 0 —
Two Sigma Investments, LP Hedge fund −267K −58.4% 190K $10.7M
Goldman Sachs Group Inc −142K −24.9% 429K $24.1M
Barclays PLC −137K −62.9% 81K $4.5M
HRT Financial LP −134K Sold out 0 —
Wells Fargo & Company −126K −5.1% 2.3M $131M
First Trust Advisors LP −122K −13.2% 803K $45M
Squarepoint Ops LLC Hedge fund −93K Sold out 0 —
Aventail Capital Group, LP −92K Sold out 0 —
Castellan Group −88K Sold out 0 —
Jane Street Group, LLC −88K −66.4% 44K $2.5M
Healthcare Of Ontario Pension Plan Trust Fund −66K Sold out 0 —
Citadel Advisors LLC Hedge fund −63K Sold out 0 —
Sourcerock Group LLC −60K −17.2% 290K $16.2M
Adage Capital Partners Gp, L.L.C. Hedge fund −60K Sold out 0 —
American Century Companies Inc Active manager −59K −28.7% 148K $8.3M
Man Group PLC Hedge fund −56K −62.5% 34K $1.9M
Invesco Ltd. −54K −10.6% 454K $25.5M
Inspire Advisors, LLC −51K −90.7% 5,274 $296,249
Exchange Traded Concepts, LLC −51K −19.5% 209K $11.7M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Massachusetts Financial Services CoActive manager 655K $36M
HRT Financial LP 134K $7.4M
Squarepoint Ops LLCHedge fund 93K $5.1M
Aventail Capital Group, LP 92K $5.1M
Castellan Group 88K $4.9M
Healthcare Of Ontario Pension Plan Trust Fund 66K $3.7M
Citadel Advisors LLCHedge fund 63K $3.5M
Adage Capital Partners Gp, L.L.C.Hedge fund 60K $3.3M
World Investment Advisors 42K $2.3M
Holocene Advisors, LPHedge fund 40K $2.2M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
454
Ten largest holders
61.1%
of 13F-reported shares
Index fund managers
51.6%
of 13F-reported shares
Active managers and hedge funds
10.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 16 26 4 10 +110K +1.3%
Index fund managers 10 1 0 0 +2.0M +5.0%
Other institutions 213 139 53 32 +1.2M +4.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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