Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nuveen New Jersey (NXJ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
46%

Smart Money Signals — NXJ

Based on 65 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
65 hedge funds hold NXJ 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 — +8% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 4 quarters from the low — a sharp move.
🟠

More sellers than buyers — 46% buying

24 buying28 selling
Last quarter: 28 funds reduced or exited vs 24 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 14 → 8 → 13 → 7. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 29% medium ■ 20% new
33 out of 65 hedge funds have held NXJ 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.
➡️

Steady discovery — ~7 new funds/quarter

13 → 14 → 8 → 13 → 7 new funds/Q
New funds entering each quarter: 14 → 8 → 13 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 26% newcomers

■ 58% veterans ■ 15% 1-2yr ■ 26% new
Entry-cohort mix of 65 holders: 38 (58%) are 2+ year veterans, 10 entered 1–2 years ago, and 17 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
8 of 64 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — NXJ

In 2026 Q1, 24 hedge funds were net buyers of NXJ (7 opened a new position, 17 added to an existing one), while 28 reduced or exited (21 trimmed, 7 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 35% of total institutional value in NXJ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 65.

Hedge Fund Ownership: NXJ

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

Market Analysis: NXJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NXJ

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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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: NXJ
64 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 64 65 -1.54%
13F Shares 5M 6M -6.99%
Total Value $63M $65M -2.83%
New Positions 7 13 -6
Increased Positions 16 24 -8
Closed Positions 8 12 -4
Reduced Positions 21 16 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NXJ

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Institutional Holders (2026 Q1)

64 + investors

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

QUARTER:
Top 25 NXJ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 North Ground Capital 0.93% 62,639 $770K
2 BCS Private Wealth Management, Inc. 0.42% 110,450 $1.4M
3 J.W. Cole Advisors, INC. 0.33% 793,054 $9.8M
4 Strategic Advisors LLC 0.23% 116,446 $1.4M
5 White Knight Strategic Wealth Advisors, LLC 0.20% 19,450 $239K
6 OMNI 360 Wealth, Inc. 0.15% 24,184 $297K
7 Breakwater Capital Group 0.14% 87,564 $1.1M
8 Wealth Effects LLC 0.14% 31,300 $385K
9 Closed-End Fund Advisors, Inc. 0.14% 10,849 $133K
10 NCM Capital Management, LLC 0.11% 25,853 $318K
11 Yakira Capital Management, Inc. 0.11% 29,590 $364K
12 Sykon Capital LLC 0.10% 25,000 $308K
13 Smallwood Wealth Investment Management, LLC 0.10% 15,357 $189K
14 David J Yvars Group 0.09% 12,808 $158K
15 Sax Wealth Advisors, LLC 0.08% 128,142 $1.6M
16 Green Ridge Wealth Planning LLC 0.07% 11,500 $141K
17 Wealth Management Associates, Inc. 0.07% 15,732 $194K
18 Alpine Global Management, LLC 0.04% 20,629 $254K
19 RMR Wealth Builders 0.04% 38,176 $473K
20 Guggenheim Capital LLC 0.03% 333,212 $4.1M
21 Nations Financial Group Inc, /Ia/ /Adv 0.02% 32,141 $395K
22 Equitable Holdings, Inc. 0.01% 147,029 $1.9M
23 Evolve Private Wealth, LLC 0.01% 16,672 $205K
24 Regal Investment Advisors LLC 0.01% 12,892 $159K
25 Pine Valley Investments Ltd Liability Co 0.01% 14,350 $177K
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 — Nuveen New Jersey (NXJ)

What does the Smart Money Trend signal show for NXJ?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for NXJ?

More sellers than buyers — 46% buying: Last quarter: 28 funds reduced or exited vs 24 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for NXJ holders?

Strong quality — 35% AUM from major funds: 8 of 64 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NXJ?

51% of holders stayed for 2+ years: 33 out of 65 hedge funds have held NXJ 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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