We are live on ! Find out more
SJI

South Jersey Industries, Inc.

Delisted

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

219 hedge funds and large institutions have $1.7B invested in South Jersey Industries, Inc. in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 58

3% less capital invested

Capital invested by funds: $1.76B → $1.7B (-$59.7M)

4% less funds holding

Funds holding: 229219 (-10)

29% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 35

Holders
219
Holders Change
-10
Holders Change %
-4.37%
% of All Funds
5.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
88
Reduced
58
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WHRC
26
W.H. Reaves & Co
New Jersey
$15.6M +$7.79M +277,126 +100%
Charles Schwab
27
Charles Schwab
California
$14.8M +$1.07M +38,181 +8%
Victory Capital Management
28
Victory Capital Management
Texas
$12.3M +$12.2M +435,100 New
Stifel Financial
29
Stifel Financial
Missouri
$12.2M +$658K +23,414 +6%
HAI
30
Hennessy Advisors Inc
California
$10.1M -$1.18M -42,000 -10%
Bank of America
31
Bank of America
North Carolina
$9.62M -$65.6K -2,333 -0.7%
Norges Bank
32
Norges Bank
Norway
$8.82M +$7.05M +250,698 +402%
Millennium Management
33
Millennium Management
New York
$8.19M -$533K -18,951 -6%
TCIM
34
TIAA CREF Investment Management
New York
$8.02M -$3.83M -136,439 -32%
PCM
35
Peregrine Capital Management
Minnesota
$7.9M +$2.56M +91,202 +48%
Deutsche Bank
36
Deutsche Bank
Germany
$7.86M +$1.72M +61,375 +28%
Morgan Stanley
37
Morgan Stanley
New York
$7.58M -$2.61M -92,764 -26%
ProShare Advisors
38
ProShare Advisors
Maryland
$7.55M +$407K +14,495 +6%
PFC
39
Phocas Financial Corp
California
$7.13M -$404K -14,386 -5%
AA
40
Ancora Advisors
Ohio
$6.77M +$1.76M +62,469 +35%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$6.63M +$1.04M +36,988 +19%
RS
42
Robeco Schweiz
Switzerland
$5.63M -$843K -30,000 -13%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$5.61M +$68.3K +2,432 +1%
EAM
44
EULAV Asset Management
Florida
$5.56M
PPA
45
Parametric Portfolio Associates
Washington
$5.51M +$1.97M +70,223 +56%
Legal & General Group
46
Legal & General Group
United Kingdom
$5.13M -$17.6K -625 -0.3%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$5.13M -$114K -4,054 -2%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$5.04M
GF
49
Gabelli Funds
New York
$4.79M
GC
50
Guggenheim Capital
Illinois
$4.43M -$24.6K -874 -0.6%

SJI Hedge Fund Activity: Q1 2018 in Review

219 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q1 2018, worth a combined $1.7B — down 3.4% from $1.76B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of SJI and 25 opened new positions — a net loss of 10 holders — while 58 trimmed existing stakes and 88 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $27.5M. The largest seller was Fidelity Investments, cutting an estimated $16.1M.

  • 219 institutional investors held South Jersey Industries, Inc. (SJI) as of Q1 2018, down from 229 in Q4 2017.
  • Funds reported $1.7B of South Jersey Industries, Inc. stock for Q1 2018, down 3.4% quarter-over-quarter.
  • 25 funds opened new South Jersey Industries, Inc. positions in Q1 2018 and 35 closed out, a net change of -10 holders.
  • The largest South Jersey Industries, Inc. buyer in Q1 2018 was T. Rowe Price Associates, an estimated $27.5M added.
  • The largest South Jersey Industries, Inc. seller in Q1 2018 was Fidelity Investments, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2018.