Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NUVEEN NEW JERSEY (NXJ)

61 + 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
↑ +2
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — NXJ

Based on 61 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added NXJ 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 (98% of max)

98% of all-time peak
61 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding NXJ is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 57% buying

35 buying26 selling
Last quarter: 35 funds bought or added vs 26 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 — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 11 → 8 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 26% medium ■ 20% new
33 out of 61 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 — ~13 new funds/quarter

14 → 12 → 11 → 8 → 13 new funds/Q
New funds entering each quarter: 12 → 11 → 8 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 13% 1-2yr ■ 26% new
Of 61 current holders: 37 (61%) 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.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
8 of 61 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: NXJ
2026 Q1 Stats Unlock in 21 days 61 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 61 59 3.39%
13F Shares 6M 6M -6.29%
Total Value $63M $76M -16.43%
New Positions 13 8 +5
Increased Positions 22 26 -4
Closed Positions 11 10 +1
Reduced Positions 15 14 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NXJ

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

61 + investors

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

Top 20 institutional holders of NXJ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BCS Private Wealth Management, Inc. 0.42% 110,450 $1.4M
2 J.W. COLE ADVISORS, INC. 0.33% 793,054 $9.8M
3 OMNI 360 Wealth, Inc. 0.15% 24,184 $297K
4 Breakwater Capital Group 0.14% 87,564 $1.1M
5 WEALTH EFFECTS LLC 0.14% 31,300 $385K
6 SYKON CAPITAL LLC 0.10% 25,000 $308K
7 Smallwood Wealth Investment Management, LLC 0.10% 15,357 $189K
8 David J Yvars Group 0.09% 12,808 $158K
9 SAX WEALTH ADVISORS, LLC 0.08% 128,142 $1.6M
10 Green Ridge Wealth Planning LLC 0.07% 11,500 $141K
11 RMR Wealth Builders 0.04% 38,176 $473K
12 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% 32,141 $395K
13 EVOLVE PRIVATE WEALTH, LLC 0.01% 16,672 $205K
14 Joel Isaacson & Co., LLC 0.00% 10,800 $133K
15 Princeton Global Asset Management LLC 0.00% 2,060 $25K
16 OPPENHEIMER & CO INC 0.00% 21,116 $260K
17 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 178,412 $2.2M
18 FNY Investment Advisers, LLC 0.00% 500 —
19 Bogart Wealth, LLC 0.00% 2,936 $36K
20 Private Advisor Group, LLC 0.00% 12,637 $155K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added NXJ 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 NXJ?

Slight buying edge — 57% buying: Last quarter: 35 funds bought or added vs 26 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 NXJ holders?

Strong quality — 36% AUM from major funds: 8 of 61 holders rank in the top 100 by AUM, accounting for 36% 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?

54% of holders stayed for 2+ years: 33 out of 61 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.