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SJI

South Jersey Industries, Inc.

Delisted

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

166 hedge funds and large institutions have $1.27B invested in South Jersey Industries, Inc. in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $1.15B → $1.27B (+$118M)

1% more funds holding

Funds holding: 165166 (+1)

2% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 59

12% less call options, than puts

Call options by funds: $266K | Put options by funds: $302K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
166
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
4.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
58
Reduced
59
Closed
16
Calls
$266K
Puts
$302K
Net Calls
-$36K
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$12.5M -$22.2K -780 -0.2%
VDI
27
Vaughan David Investments
Illinois
$11.9M +$185K +6,500 +2%
TCIM
28
TIAA CREF Investment Management
New York
$11.7M +$184K +6,450 +2%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$11.4M +$340K +11,940 +3%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$10.9M +$904K +31,734 +10%
RMA
31
Roffman Miller Associates
Pennsylvania
$10.6M +$491K +17,238 +5%
American Century Companies
32
American Century Companies
Missouri
$7.5M -$7.84M -275,208 -53%
BIM
33
BlackRock Investment Management
Delaware
$7.3M -$136K -4,784 -2%
EAM
34
EULAV Asset Management
Florida
$6.95M
Charles Schwab
35
Charles Schwab
California
$6.36M +$147K +5,156 +3%
First Trust Advisors
36
First Trust Advisors
Illinois
$5.84M +$641K +22,478 +13%
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$5.5M -$165K -5,800 -3%
GF
38
Gabelli Funds
New York
$5.07M
Invesco
39
Invesco
Georgia
$5.05M +$70.2K +2,464 +1%
Prudential Financial
40
Prudential Financial
New Jersey
$4.72M +$184K +6,456 +4%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.38M +$364K +12,782 +10%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$4.33M
MAA
43
Managed Account Advisors
New Jersey
$4.29M +$245K +8,590 +6%
Citadel Advisors
44
Citadel Advisors
Florida
$4.23M -$983K -34,502 -20%
CHAM
45
Clear Harbor Asset Management
Connecticut
$4.18M +$110K +3,846 +3%
TA
46
Teachers Advisors
New York
$3.95M -$163K -5,704 -4%
Morgan Stanley
47
Morgan Stanley
New York
$3.92M -$3.49M -122,360 -49%
AllianceBernstein
48
AllianceBernstein
Tennessee
$3.88M -$38.6K -1,356 -1%
Goldman Sachs
49
Goldman Sachs
New York
$3.72M -$226K -7,924 -6%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$3.63M +$114K +4,000 +3%

SJI Hedge Fund Activity: Q2 2014 in Review

166 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q2 2014, worth a combined $1.27B — up 10% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SJI positions and 16 closed out — a net gain of 3 holders — while 58 added to existing stakes and 59 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $24.4M. The largest seller was Lord, Abbett & Co, cutting an estimated $9.7M.

  • 166 institutional investors held South Jersey Industries, Inc. (SJI) as of Q2 2014, up from 165 in Q1 2014.
  • Funds reported $1.27B of South Jersey Industries, Inc. stock for Q2 2014, up 10% quarter-over-quarter.
  • 19 funds opened new South Jersey Industries, Inc. positions in Q2 2014 and 16 closed out, a net change of +3 holders.
  • The largest South Jersey Industries, Inc. buyer in Q2 2014 was Adage Capital Partners, an estimated $24.4M added.
  • The largest South Jersey Industries, Inc. seller in Q2 2014 was Lord, Abbett & Co, an estimated $9.7M sold.

Based on aggregated 13F filings for Q2 2014.