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SJI

South Jersey Industries, Inc.

Delisted

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

221 hedge funds and large institutions have $1.88B invested in South Jersey Industries, Inc. in 2016 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

496% more call options, than puts

Call options by funds: $620K | Put options by funds: $104K

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

14% more capital invested

Capital invested by funds: $1.65B → $1.88B (+$230M)

6% more funds holding

Funds holding: 209221 (+12)

1% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 72

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
5.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
71
Reduced
72
Closed
17
Calls
$620K
Puts
$104K
Net Calls
+$516K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
ORIO
26
Old Republic International (ORI)
Illinois
$16.3M
RMA
27
Roffman Miller Associates
Pennsylvania
$16.1M +$464K +14,873 +3%
VDI
28
Vaughan David Investments
Illinois
$15.9M -$792K -25,375 -5%
BIM
29
BlackRock Investment Management
Delaware
$14.6M +$1.68M +53,986 +14%
HAI
30
Hennessy Advisors Inc
California
$14.5M -$1.02M -32,750 -7%
Charles Schwab
31
Charles Schwab
California
$13.2M +$374K +11,980 +3%
WHRC
32
W.H. Reaves & Co
New Jersey
$11.5M -$2.27M -72,624 -18%
CPP
33
Crow Point Partners
Massachusetts
$11M
Russell Investments Group
34
Russell Investments Group
United Kingdom
$10.7M +$9.75M +312,507 New
TCIM
35
TIAA CREF Investment Management
New York
$10.5M -$1.25M -39,999 -11%
BA
36
BlackRock Advisors
Delaware
$9.74M -$7.11M -227,931 -44%
Bank of America
37
Bank of America
North Carolina
$9.56M +$3.14M +100,615 +55%
Renaissance Technologies
38
Renaissance Technologies
New York
$8.81M -$2.24M -71,900 -22%
Stifel Financial
39
Stifel Financial
Missouri
$8.78M +$1.14M +36,636 +16%
KCM
40
Kennedy Capital Management
Missouri
$7.9M -$7.98M -255,884 -52%
WRF
41
Waddell & Reed Financial
Kansas
$6.99M +$12.1K +389 +0.2%
EAM
42
EULAV Asset Management
Florida
$6.75M
ProShare Advisors
43
ProShare Advisors
Maryland
$6.37M +$2.74M +87,708 +87%
Boston Partners
44
Boston Partners
Massachusetts
$6.26M -$69K -2,210 -1%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$6.03M
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$6.03M -$21.9K -703 -0.4%
TA
47
Teachers Advisors
New York
$5.85M +$401K +12,853 +8%
PFC
48
Phocas Financial Corp
California
$5.77M -$5.87K -188 -0.1%
GF
49
Gabelli Funds
New York
$5.73M
BG
50
BlackRock Group
United Kingdom
$5.59M +$187K +6,005 +4%

SJI Hedge Fund Activity: Q4 2016 in Review

221 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q4 2016, worth a combined $1.88B — up 14% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SJI positions and 17 closed out — a net gain of 18 holders — while 71 added to existing stakes and 72 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $16.3M. The largest seller was Fidelity Investments, cutting an estimated $19M.

  • 221 institutional investors held South Jersey Industries, Inc. (SJI) as of Q4 2016, up from 209 in Q3 2016.
  • Funds reported $1.88B of South Jersey Industries, Inc. stock for Q4 2016, up 14% quarter-over-quarter.
  • 35 funds opened new South Jersey Industries, Inc. positions in Q4 2016 and 17 closed out, a net change of +18 holders.
  • The largest South Jersey Industries, Inc. buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $16.3M added.
  • The largest South Jersey Industries, Inc. seller in Q4 2016 was Fidelity Investments, an estimated $19M sold.

Based on aggregated 13F filings for Q4 2016.