Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

New Jersey Res Corp (NJR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — NJR

Based on 428 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
428 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 — +9% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+9% 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

240 buying161 selling
Last quarter: 240 funds were net buyers (65 opened a brand new position + 175 added to an existing one). Only 161 were sellers (118 trimmed + 43 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~65 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 49 → 63 → 60 → 65. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 20% medium ■ 20% new
258 out of 428 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%
Shares
-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 → 49 → 63 → 60 → 65 new funds/Q
New funds entering each quarter: 49 → 63 → 60 → 65. A growing number of institutions are discovering NJR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 11% 1-2yr ■ 24% new
Of 430 current holders: 278 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
54 of 428 holders are among the 100 largest funds by AUM, controlling 42% 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.

Institutional Sentiment Summary — NJR

In 2026 Q1, 240 hedge funds were net buyers of NJR (65 opened a new position, 175 added to an existing one), while 161 reduced or exited (118 trimmed, 43 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in NJR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 428.

Hedge Fund Ownership: NJR

How many hedge funds hold NJR — quarterly history vs. share price
Quarterly hedge fund ownership of NJR vs. share price

Market Analysis: NJR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NJR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy New Jersey Res Corp (NJR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NJR has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
NJR
-1.1%
XLU
-2.2%

NJR outperformed XLU by +1.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
NJR
-5.9%
XLU
+91.4%

Since the filing became public, NJR outperformed XLU by -97.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

32 top-rated funds 0 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: NJR
424 + Investors

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

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

Statistics: NJR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

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:
Top 25 NJR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bragg Financial Advisors, Inc 1.31% 753,433 $41.4M
2 Energy Income Partners, LLC 1.25% 1,416,001 $77.8M
3 Nicholson Wealth Management Group, LLC 1.23% 38,387 $2.1M
4 Mattern Capital Management, LLC 1.18% 180,016 $9.9M
5 John G Ullman & Associates Inc 0.85% 117,260 $6.4M
6 Sourcerock Group LLC 0.77% 349,872 $19.2M
7 Clear Harbor Asset Management, LLC 0.68% 180,741 $9.9M
8 Castellan Group 0.67% 88,321 $4.9M
9 Alchemi Wealth, LLC 0.66% 21,601 $1.2M
10 Fieldview Capital Management, LLC 0.60% 37,475 $2.1M
11 Empirical Asset Management, LLC 0.44% 30,514 $1.7M
12 ICW Investment Advisors LLC 0.37% 18,780 $1.0M
13 iSAM Funds (UK) Ltd 0.36% 13,173 $723K
14 Confluence Investment Management LLC 0.36% 416,958 $22.9M
15 Shore Point Advisors, LLC 0.35% 15,965 $877K
16 C2C Wealth Management, LLC 0.34% 7,424 $408K
17 Chartist Inc /Ca/ 0.33% 8,480 $466K
18 Smallwood Wealth Investment Management, LLC 0.31% 10,632 $584K
19 Randall & Associates Wealth Management 0.28% 7,450 $409K
20 Farmers & Merchants Trust Co of Long Beach 0.27% 21,000 $1.2M
21 Faithward Advisors, LLC 0.25% 19,771 $1.8M
22 L2 Asset Management, LLC 0.25% 48,667 $2.7M
23 Inspire Advisors, LLC 0.25% 56,595 $3.1M
24 Icon Advisers Inc/Co 0.25% 19,700 $1.1M
25 Aventail Capital Group, LP 0.24% 92,234 $5.1M
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: 240 funds were net buyers (65 opened a brand new position + 175 added to an existing one). Only 161 were sellers (118 trimmed + 43 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NJR holders?

Elite ownership — 42% AUM from top-100 funds: 54 of 428 holders are among the 100 largest funds by AUM, controlling 42% 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 428 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.

Is it too late to buy New Jersey Res Corp (NJR) following the 2026 Q1 hedge fund 13F filings?

As of today, NJR has moved -5.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +91.4% for the XLU sector ETF — an outperformance of -97.3%. Since the quarter end (March 31, 2026), NJR has gained -1.1% vs -2.2% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →