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SJI

South Jersey Industries, Inc.

Delisted

SJI was delisted on the 31st of January, 2023.

150 hedge funds and large institutions have $1.12B invested in South Jersey Industries, Inc. in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 49

3% more capital invested

Capital invested by funds: $1.08B → $1.12B (+$35.6M)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 151150 (-1)

Holders
150
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
4.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
59
Reduced
49
Closed
11
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
VDI
26
Vaughan David Investments
Illinois
$10.9M +$97.4K +3,300 +0.9%
Principal Financial Group
27
Principal Financial Group
Iowa
$10.8M +$311K +10,544 +3%
Invesco
28
Invesco
Georgia
$10.6M +$42.9K +1,452 +0.4%
HAI
29
Hennessy Advisors Inc
California
$8.7M -$236K -8,000 -3%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$8.69M +$951K +32,226 +12%
RMA
31
Roffman Miller Associates
Pennsylvania
$8.58M +$464K +15,722 +6%
BIM
32
BlackRock Investment Management
Delaware
$7.28M +$121K +4,112 +2%
EAM
33
EULAV Asset Management
Florida
$6.74M
New York State Teachers Retirement System (NYSTRS)
34
New York State Teachers Retirement System (NYSTRS)
New York
$5.91M -$82.6K -2,800 -1%
Charles Schwab
35
Charles Schwab
California
$5.29M +$242K +8,192 +5%
Deutsche Bank
36
Deutsche Bank
Germany
$5.21M +$2.71M +91,860 +107%
GF
37
Gabelli Funds
New York
$5.1M -$177K -6,000 -3%
First Trust Advisors
38
First Trust Advisors
Illinois
$4.6M -$7.38K -250 -0.2%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.55M +$1M +34,000 +28%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$4.41M +$726K +24,600 +20%
Prudential Financial
41
Prudential Financial
New Jersey
$4.3M +$73.2K +2,480 +2%
MAA
42
Managed Account Advisors
New Jersey
$3.91M +$83.5K +2,830 +2%
AllianceBernstein
43
AllianceBernstein
Tennessee
$3.85M -$43.5K -1,474 -1%
JP Morgan Chase
44
JP Morgan Chase
New York
$3.79M -$1.14M -38,782 -23%
CHAM
45
Clear Harbor Asset Management
Connecticut
$3.71M +$68.5K +2,320 +2%
TA
46
Teachers Advisors
New York
$3.58M +$170K +5,774 +5%
Goldman Sachs
47
Goldman Sachs
New York
$3.52M +$275K +9,332 +8%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$3.37M +$104K +3,538 +3%
FIM
49
Friedberg Investment Management
Texas
$3.33M -$2.36K -80 -0.1%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$3.14M -$32.2K -1,092 -1%

SJI Hedge Fund Activity: Q3 2013 in Review

150 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q3 2013, worth a combined $1.12B — up 3.3% from $1.08B a quarter earlier.

Fund positioning in SJI was balanced in Q3 2013: 11 funds opened new positions, 11 closed out, 59 added to existing stakes and 49 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $8.67M. The largest seller was KeyBank National Association, cutting an estimated $15.3M.

  • 150 institutional investors held South Jersey Industries, Inc. (SJI) as of Q3 2013, down from 151 in Q2 2013.
  • Funds reported $1.12B of South Jersey Industries, Inc. stock for Q3 2013, up 3.3% quarter-over-quarter.
  • 11 funds opened new South Jersey Industries, Inc. positions in Q3 2013 and 11 closed out, a net change of 0 holders.
  • The largest South Jersey Industries, Inc. buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $8.67M added.
  • The largest South Jersey Industries, Inc. seller in Q3 2013 was KeyBank National Association, an estimated $15.3M sold.

Based on aggregated 13F filings for Q3 2013.