Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

New Jersey Res Corp (NJR)

445 + 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
↑ +21
Streak
4Q ▲
Buyers last Q
59%

Smart Money Signals — NJR

Based on 453 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
453 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 — +16% more funds vs a year ago

fund count last 6Q
+64 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

250 buying173 selling
Last quarter: 250 funds bought or added vs 173 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~71 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 63 → 60 → 66 → 71. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 20% medium ■ 19% new
278 out of 453 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.
📈

Growing discovery — still being found

50 → 63 → 60 → 66 → 71 new funds/Q
New funds entering each quarter: 63 → 60 → 66 → 71. A growing number of institutions are discovering NJR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 23% newcomers

■ 64% veterans ■ 12% 1-2yr ■ 23% new
Entry-cohort mix of 454 holders: 292 (64%) are 2+ year veterans, 56 entered 1–2 years ago, and 106 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
56 of 451 holders are among the 100 largest funds by AUM, controlling 67% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q2, 250 hedge funds were net buyers of NJR (71 opened a new position, 179 added to an existing one), while 173 reduced or exited (123 trimmed, 50 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 67% of total institutional value in NJR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 453.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 0 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: NJR
445 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 445 432 3.01%
13F Shares 80M 76M 5.24%
Total Value $4.44B $4.12B 7.85%
New Positions 70 66 +4
Increased Positions 177 176 +1
Closed Positions 55 41 +14
Reduced Positions 121 118 +3
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NJR

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Institutional Holders (2026 Q2)

445 + 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 Q2 · 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 — 4 quarters in a row: For 4 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?

Slight buying edge — 59% buying: Last quarter: 250 funds bought or added vs 173 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NJR holders?

Elite ownership — 67% AUM from top-100 funds: 56 of 451 holders are among the 100 largest funds by AUM, controlling 67% 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?

61% of holders stayed for 2+ years: 278 out of 453 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.

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.

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