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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
LIA
176
LS Investment Advisors
Michigan
$66K
PFSC
177
Peoples Financial Services Corp
Pennsylvania
$59K
SWP
178
Stratos Wealth Partners
Ohio
$58K +$4.5K +160 +8%
SIC
179
Salem Investment Counselors
North Carolina
$57K
FFC
180
First Financial Corp
Indiana
$56K
US Bancorp
181
US Bancorp
Minnesota
$55K -$5.45K -194 -9%
QI
182
QS Investors
New York
$51K
Envestnet Asset Management
183
Envestnet Asset Management
Illinois
$50K -$15.4K -549 -24%
GWM
184
Geneos Wealth Management
Colorado
$45K
Citigroup
185
Citigroup
New York
$43K -$4.22K -150 -9%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$37K
IA
187
IFP Advisors
Florida
$35K
GRP
188
Global Retirement Partners
California
$34K +$11.5K +408 +50%
DSC
189
Duncker Streett & Co
Missouri
$29K
THWM
190
Taylor Hoffman Wealth Management
Virginia
$29K
SWA
191
Sutton Wealth Advisors
Florida
$28.2K
TCOV
192
Trust Company of Vermont
Vermont
$28K +$28.1K +1,000 New
GAM
193
Gemmer Asset Management
California
$27K
ASN
194
Advisory Services Network
Georgia
$27K +$478 +17 +2%
CAC
195
Certified Advisory Corp
Florida
$24K
NC
196
NewSquare Capital
Pennsylvania
$24K
BCA
197
Bray Capital Advisors
Florida
$24K +$23.6K +840 New
ST
198
Smithfield Trust
Pennsylvania
$23K -$4.89K -174 -17%
WEC
199
Winslow Evans & Crocker
Massachusetts
$22.5K
DAM
200
Delta Asset Management
Tennessee
$20K

SJI Hedge Fund Activity: Q1 2018 in Review

219 of the 4,364 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.