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SJI

South Jersey Industries, Inc.

Delisted

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

171 hedge funds and large institutions have $1.11B invested in South Jersey Industries, Inc. in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 48

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

3% more funds holding

Funds holding: 166171 (+5)

12% less capital invested

Capital invested by funds: $1.27B → $1.11B (-$154M)

79% less call options, than puts

Call options by funds: $11K | Put options by funds: $53K

Holders
171
Holders Change
+5
Holders Change %
+3.01%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
67
Reduced
48
Closed
19
Calls
$11K
Puts
$53K
Net Calls
-$42K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$10.2M -$181K -6,456 -2%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$9.99M -$49.4K -1,760 -0.5%
RMA
28
Roffman Miller Associates
Pennsylvania
$9.84M +$483K +17,194 +5%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$9.7M +$40.1K +1,428 +0.4%
Millennium Management
30
Millennium Management
New York
$8.43M +$8.87M +315,936 New
Victory Capital Management
31
Victory Capital Management
Texas
$7.62M -$18.5M -658,194 -70%
Citadel Advisors
32
Citadel Advisors
Florida
$6.53M +$2.94M +104,684 +75%
BIM
33
BlackRock Investment Management
Delaware
$6.52M +$77.8K +2,768 +1%
First Trust Advisors
34
First Trust Advisors
Illinois
$6.19M +$1.08M +38,438 +20%
EAM
35
EULAV Asset Management
Florida
$6.14M
Charles Schwab
36
Charles Schwab
California
$5.89M +$289K +10,276 +5%
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$4.7M -$174K -6,200 -3%
Invesco
38
Invesco
Georgia
$4.58M +$127K +4,532 +3%
Morgan Stanley
39
Morgan Stanley
New York
$4.57M +$1.16M +41,452 +32%
BMCMI
40
Bryn Mawr Capital Management Inc
Pennsylvania
$4.53M +$2.59M +92,376 +119%
GF
41
Gabelli Funds
New York
$4.46M -$28.1K -1,000 -0.6%
Prudential Financial
42
Prudential Financial
New Jersey
$4.21M +$43.4K +1,544 +1%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$3.83M +$11.2K +400 +0.3%
CHAM
44
Clear Harbor Asset Management
Connecticut
$3.64M -$57.8K -2,056 -1%
MAA
45
Managed Account Advisors
New Jersey
$3.49M -$313K -11,158 -8%
TA
46
Teachers Advisors
New York
$3.49M
AllianceBernstein
47
AllianceBernstein
Tennessee
$3.43M
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.32M -$573K -20,400 -14%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$3.25M +$41.9K +1,492 +1%
Goldman Sachs
50
Goldman Sachs
New York
$3.22M -$72.1K -2,568 -2%

SJI Hedge Fund Activity: Q3 2014 in Review

171 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q3 2014, worth a combined $1.11B — down 12% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SJI positions and 19 closed out — a net gain of 5 holders — while 67 added to existing stakes and 48 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $25.7M. The largest seller was Neuberger Berman Group, cutting an estimated $38.1M.

  • 171 institutional investors held South Jersey Industries, Inc. (SJI) as of Q3 2014, up from 166 in Q2 2014.
  • Funds reported $1.11B of South Jersey Industries, Inc. stock for Q3 2014, down 12% quarter-over-quarter.
  • 24 funds opened new South Jersey Industries, Inc. positions in Q3 2014 and 19 closed out, a net change of +5 holders.
  • The largest South Jersey Industries, Inc. buyer in Q3 2014 was Fidelity Investments, an estimated $25.7M added.
  • The largest South Jersey Industries, Inc. seller in Q3 2014 was Neuberger Berman Group, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2014.