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SJI

South Jersey Industries, Inc.
SJI

Delisted

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

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153 hedge funds and large institutions have $1.16B invested in South Jersey Industries, Inc. in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

18% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 51

2% more funds holding

Funds holding: 150 → 153 (+3)

4% more capital invested

Capital invested by funds: $1.12B → $1.16B (+$45M)

15% less call options, than puts

Call options by funds: $347K | Put options by funds: $409K

Holders
153
Holders Change
+3
Holders Change %
+2%
% of All Funds
4.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
60
Reduced
51
Closed
12
Calls
$347K
Puts
$409K
Net Calls
-$62K
Net Calls Change
-$331K

Top Buyers

Rank Fund Capital Flow
1
EARNEST Partners
EARNEST Partners
Georgia
+$79.1M
2
Ameriprise
Ameriprise
Minnesota
+$10.6M
3
SIM
Stelliam Investment Management
New York
+$8.86M
4
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
+$5.46M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$4.97M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$18.3M
2
Invesco
Invesco
Georgia
-$6.06M
3
WHRC
W.H. Reaves & Co
New Jersey
-$3.7M
4
Deutsche Bank
Deutsche Bank
Germany
-$3.59M
5
BTW
Boston Trust Walden
Massachusetts
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$11M +$686K +23,980 +6%
VDI
27
Vaughan David Investments
Illinois
$10.6M +$217K +7,600 +2%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$10.3M -$207K -7,230 -2%
HAI
29
Hennessy Advisors Inc
California
$10.3M +$2.02M +70,784 +24%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$9.05M +$770K +26,950 +9%
RMA
31
Roffman Miller Associates
Pennsylvania
$8.99M +$815K +28,498 +10%
Goldman Sachs
32
Goldman Sachs
New York
$7.06M +$3.78M +132,186 +110%
BIM
33
BlackRock Investment Management
Delaware
$6.81M -$149K -5,198 -2%
EAM
34
EULAV Asset Management
Florida
$6.43M – – –
New York State Teachers Retirement System (NYSTRS)
35
New York State Teachers Retirement System (NYSTRS)
New York
$5.42M -$229K -8,000 -4%
BMCMI
36
Bryn Mawr Capital Management Inc
Pennsylvania
$5.34M +$5.46M +190,994 New
Charles Schwab
37
Charles Schwab
California
$5.27M +$240K +8,408 +5%
First Trust Advisors
38
First Trust Advisors
Illinois
$4.78M +$392K +13,696 +9%
GF
39
Gabelli Funds
New York
$4.76M -$114K -4,000 -2%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.39M +$45.7K +1,600 +1%
Invesco
41
Invesco
Georgia
$4.2M -$6.06M -211,974 -59%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$4.19M +$59.6K +2,086 +1%
Prudential Financial
43
Prudential Financial
New Jersey
$4.12M +$17.2K +600 +0.4%
MAA
44
Managed Account Advisors
New Jersey
$3.77M +$45.6K +1,594 +1%
CHAM
45
Clear Harbor Asset Management
Connecticut
$3.74M +$200K +6,980 +6%
AllianceBernstein
46
AllianceBernstein
Tennessee
$3.63M -$54.6K -1,910 -1%
TA
47
Teachers Advisors
New York
$3.62M +$209K +7,300 +6%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$3.24M +$22.9K +800 +0.7%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$3.15M +$230K +8,032 +8%
FIM
50
Friedberg Investment Management
Texas
$3.11M -$78.3K -2,738 -2%
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SJI Hedge Fund Activity: Q4 2013 in Review

153 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q4 2013, worth a combined $1.16B — up 4% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SJI positions and 12 closed out — a net gain of 5 holders — while 60 added to existing stakes and 51 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $79.1M. The largest seller was Neuberger Berman Group, cutting an estimated $18.3M.

  • 153 institutional investors held South Jersey Industries, Inc. (SJI) as of Q4 2013, up from 150 in Q3 2013.
  • Funds reported $1.16B of South Jersey Industries, Inc. stock for Q4 2013, up 4% quarter-over-quarter.
  • 17 funds opened new South Jersey Industries, Inc. positions in Q4 2013 and 12 closed out, a net change of +5 holders.
  • The largest South Jersey Industries, Inc. buyer in Q4 2013 was EARNEST Partners, an estimated $79.1M added.
  • The largest South Jersey Industries, Inc. seller in Q4 2013 was Neuberger Berman Group, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2013.