New Jersey Res Corp (NJR) Hedge Fund Ownership (Q1 2026)

New Jersey Res Corp (NJR)

424 + Investors. Track Smart Money conviction in NJR. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — NJR

Based on 430 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added NJR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

430 hedge funds hold NJR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q

+39 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 60% buying

241 buying162 selling

Last quarter: 241 funds were net buyers (66 opened a brand new position + 175 added to an existing one). Only 162 were sellers (119 trimmed + 43 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter

Funds opening a new NJR position: 50 → 63 → 60 → 66. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 20% medium ■ 20% new

258 out of 430 hedge funds have held NJR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Price up while funds trimmed (+14% value, -3% shares)

Value

+14%

-2%

Last quarter: total value of institutional NJR holdings rose +14% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

📈

Growing discovery — still being found

55 → 50 → 63 → 60 → 66 new funds/Q

New funds entering each quarter: 50 → 63 → 60 → 66. A growing number of institutions are discovering NJR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 65% veterans vs 24% newcomers

■ 65% veterans ■ 11% 1-2yr ■ 24% new

Entry-cohort mix of 432 holders: 279 (65%) are 2+ year veterans, 48 entered 1–2 years ago, and 105 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds

56 of 430 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in NJR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	424	406	4.43%
13F Shares	75M	77M	-2.94%
Total Value	$4.04B	$3.55B	13.72%
New Positions	64	60	+4
Increased Positions	173	125	+48
Closed Positions	46	56	-10
Reduced Positions	116	162	-46
Total Calls	2	1	100.0%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

424

406

4.43%

13F Shares

75M

77M

-2.94%

Total Value

$4.04B

$3.55B

13.72%

New Positions

Increased Positions

173

125

+48

Closed Positions

-10

Reduced Positions

116

162

-46

Total Calls

100.0%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

424 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NJR. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 NJR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Energy Income Partners, LLC	1.24%	1,402,434	$78.6M
2	Nicholson Wealth Management Group, LLC	1.21%	36,577	$2.0M
3	Bragg Financial Advisors, Inc	1.20%	803,472	$45.0M
4	Mattern Capital Management, LLC	1.14%	174,671	$9.8M
5	Sourcerock Group LLC	0.84%	289,573	$16.2M
6	John G Ullman & Associates Inc	0.75%	109,960	$6.2M
7	Clear Harbor Asset Management, LLC	0.64%	183,872	$10.3M
8	Alchemi Wealth, LLC	0.57%	21,601	$1.2M
9	nVerses Capital, LLC	0.47%	5,481	$307K
10	Empirical Asset Management, LLC	0.39%	30,647	$1.7M
11	ICW Investment Advisors LLC	0.37%	18,704	$1.0M
12	Confluence Investment Management LLC	0.34%	387,609	$21.7M
13	Shore Point Advisors, LLC	0.33%	17,099	$958K
14	C2C Wealth Management, LLC	0.33%	7,424	$416K
15	denkapparat Operations GmbH	0.31%	17,024	$954K
16	Convergence Investment Partners, LLC	0.30%	56,576	$3.2M
17	Chartist Inc /Ca/	0.30%	8,480	$475K
18	Sciencast Management LP	0.28%	23,992	$1.3M
19	Smallwood Wealth Investment Management, LLC	0.26%	10,646	$597K
20	Farmers & Merchants Trust Co of Long Beach	0.25%	21,000	$1.2M
21	Algert Global LLC	0.22%	326,349	$18.3M
22	Inceptionr LLC	0.21%	15,539	$871K
23	Segall Bryant & Hamill, LLC	0.20%	304,155	$17.0M
24	Bayforest Capital Ltd	0.20%	3,830	$215K
25	Hennessy Advisors Inc	0.20%	109,934	$6.2M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — New Jersey Res Corp (NJR)

What does the Smart Money Trend signal show for NJR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added NJR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NJR?

More buyers than sellers — 60% buying: Last quarter: 241 funds were net buyers (66 opened a brand new position + 175 added to an existing one). Only 162 were sellers (119 trimmed + 43 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NJR holders?

Elite ownership — 65% AUM from top-100 funds: 56 of 430 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in NJR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NJR?

60% of holders stayed for 2+ years: 258 out of 430 hedge funds have held NJR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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New Jersey Res Corp (NJR)

Smart Money Signals — NJR

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +10% more funds vs a year ago

More buyers than sellers — 60% buying

More new buyers each quarter (+6 vs last Q)

60% of holders stayed for 2+ years

Price up while funds trimmed (+14% value, -3% shares)

Growing discovery — still being found

Veteran-anchored — 65% veterans vs 24% newcomers

Elite ownership — 65% AUM from top-100 funds

Institutional Sentiment Summary — NJR

Hedge Fund Ownership: NJR

Market Analysis: NJR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: NJR

Hedge Fund Positioning: NJR

Statistics: NJR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — New Jersey Res Corp (NJR)

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