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SJI

South Jersey Industries, Inc.

Delisted

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

209 hedge funds and large institutions have $1.65B invested in South Jersey Industries, Inc. in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 76 increasing their positions, 77 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $666K | Put options by funds: $139K

1% less funds holding

Funds holding: 211209 (-2)

1% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 77

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

7% less capital invested

Capital invested by funds: $1.78B → $1.65B (-$131M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
209
Holders Change
-2
Holders Change %
-0.95%
% of All Funds
5.58%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
76
Reduced
77
Closed
18
Calls
$666K
Puts
$139K
Net Calls
+$527K
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
BA
26
BlackRock Advisors
Delaware
$15.3M -$5.07M -165,548 -24%
VDI
27
Vaughan David Investments
Illinois
$14.7M +$755K +24,650 +5%
KCM
28
Kennedy Capital Management
Missouri
$14.5M -$5.46M -178,203 -27%
HAI
29
Hennessy Advisors Inc
California
$13.7M +$2.12M +69,250 +18%
RMA
30
Roffman Miller Associates
Pennsylvania
$13.7M +$190K +6,217 +1%
Macquarie Group
31
Macquarie Group
Australia
$12.7M -$7.08M -231,040 -35%
WHRC
32
W.H. Reaves & Co
New Jersey
$12.2M -$1.46M -47,700 -10%
ORIO
33
Old Republic International (ORI)
Illinois
$12M
Charles Schwab
34
Charles Schwab
California
$11.2M +$1.01M +33,070 +10%
BIM
35
BlackRock Investment Management
Delaware
$11.2M -$303K -9,879 -3%
Renaissance Technologies
36
Renaissance Technologies
New York
$9.85M -$1.44M -47,100 -12%
CPP
37
Crow Point Partners
Massachusetts
$9.62M +$9.97M +325,400 New
Stifel Financial
38
Stifel Financial
Missouri
$6.63M +$749K +24,464 +12%
WRF
39
Waddell & Reed Financial
Kansas
$6.12M +$1.68M +54,900 +36%
RS
40
Robeco Schweiz
Switzerland
$6.09M +$5.58M +182,000 +809%
EAM
41
EULAV Asset Management
Florida
$5.92M -$91.9K -3,000 -1%
Boston Partners
42
Boston Partners
Massachusetts
$5.55M -$1.65M -53,960 -22%
Bank of America
43
Bank of America
North Carolina
$5.41M +$540K +17,617 +11%
Morgan Stanley
44
Morgan Stanley
New York
$5.32M +$766K +24,994 +16%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$5.31M -$66.5K -2,170 -1%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$5.29M
PFC
47
Phocas Financial Corp
California
$5.07M +$321K +10,463 +6%
GF
48
Gabelli Funds
New York
$5.02M
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$5M +$49K +1,600 +1%
TA
50
Teachers Advisors
New York
$4.75M -$16.5M -540,151 -77%

SJI Hedge Fund Activity: Q3 2016 in Review

209 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q3 2016, worth a combined $1.65B — down 7.4% from $1.78B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of SJI and 17 opened new positions — a net loss of 1 holder — while 77 trimmed existing stakes and 76 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $13.4M. The largest seller was Teachers Advisors, cutting an estimated $16.5M.

  • 209 institutional investors held South Jersey Industries, Inc. (SJI) as of Q3 2016, down from 211 in Q2 2016.
  • Funds reported $1.65B of South Jersey Industries, Inc. stock for Q3 2016, down 7.4% quarter-over-quarter.
  • 17 funds opened new South Jersey Industries, Inc. positions in Q3 2016 and 18 closed out, a net change of -1 holder.
  • The largest South Jersey Industries, Inc. buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $13.4M added.
  • The largest South Jersey Industries, Inc. seller in Q3 2016 was Teachers Advisors, an estimated $16.5M sold.

Based on aggregated 13F filings for Q3 2016.