South Jersey Industries, Inc.
SJI was delisted on the 31st of January, 2023.
213 hedge funds and large institutions have $1.99B invested in South Jersey Industries, Inc. in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 70 reducing their positions, and 24 closing their positions.
6% more capital invested
Capital invested by funds: $1.88B → $1.99B (+$112M)
4% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 24
7% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 70
4% less funds holding
Funds holding: 221 → 213 (-8)
78% less call options, than puts
Call options by funds: $696K | Put options by funds: $3.11M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$329M |
| 2 |
Goldman Sachs
New York
|
+$27.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.9M |
| 4 |
Asset Management One
Tokyo,
Japan
|
+$4.97M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$4.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$26.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$14.1M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$13.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.43M |
| 5 |
Morgan Stanley
New York
|
-$8.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
AQR Capital Management
Greenwich,
Connecticut
| – | -$236K | -7,007 | Closed |
|
|
NI
227
Numeric Investors
Boston,
Massachusetts
| – | -$209K | -6,200 | Closed |
|
|
PP
228
Paloma Partners
Greenwich,
Connecticut
| – | -$204K | -6,063 | Closed |
|
|
NFG
229
Next Financial Group
Houston,
Texas
| – | -$137K | -4,080 | Closed |
|
|
TRCT
230
Tower Research Capital (TRC)
New York
| – | -$102K | -3,014 | Closed |
|
|
BAM
231
Bruderman Asset Management
Locust Valley,
New York
| – | -$70K | -2,087 | Closed |
|
|
SIC
232
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$69K | -2,040 | Closed |
|
233
Nomura Asset Management
Tokyo,
Japan
| – | -$18K | -540 | Closed |
|
|
IWA
234
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$15K | -464 | Closed |
|
|
QT
235
Quantbot Technologies
New York
| – | -$10K | -315 | Closed |
|
|
PMFA
236
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$8K | -252 | Closed |
|
237
Acadian Asset Management
Boston,
Massachusetts
| – | -$5K | -144 | Closed |
|
SJI Hedge Fund Activity: Q1 2017 in Review
213 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q1 2017, worth a combined $1.99B — up 6% from $1.88B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of SJI and 23 opened new positions — a net loss of 1 holder — while 70 trimmed existing stakes and 65 added.
The largest buyer was BlackRock, adding an estimated $329M. The largest seller was Wellington Management Group, cutting an estimated $26.1M.
- 213 institutional investors held South Jersey Industries, Inc. (SJI) as of Q1 2017, down from 221 in Q4 2016.
- Funds reported $1.99B of South Jersey Industries, Inc. stock for Q1 2017, up 6% quarter-over-quarter.
- 23 funds opened new South Jersey Industries, Inc. positions in Q1 2017 and 24 closed out, a net change of -1 holder.
- The largest South Jersey Industries, Inc. buyer in Q1 2017 was BlackRock, an estimated $329M added.
- The largest South Jersey Industries, Inc. seller in Q1 2017 was Wellington Management Group, an estimated $26.1M sold.
Based on aggregated 13F filings for Q1 2017.