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SJI

South Jersey Industries, Inc.

Delisted

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

218 hedge funds and large institutions have $2.76B invested in South Jersey Industries, Inc. in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 61 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 61

18% more capital invested

Capital invested by funds: $2.33B → $2.76B (+$427M)

11% less funds holding

Funds holding: 244218 (-26)

41% less call options, than puts

Call options by funds: $2.81M | Put options by funds: $4.79M

52% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 50

Holders
218
Holders Change
-26
Holders Change %
-10.66%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
105
Reduced
61
Closed
50
Calls
$2.81M
Puts
$4.79M
Net Calls
-$1.98M
Net Calls Change
-$893K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$130K
EI
177
Ellevest Inc
New York
$110K +$19.8K +768 +22%
CAM
178
Costello Asset Management
Pennsylvania
$105K -$2.58K -100 -2%
FF
179
FourThought Financial
Florida
$75K -$13.1K -507 -15%
HI
180
Harbour Investments
Wisconsin
$68K
HIA
181
Harbor Investment Advisory
Maryland
$67K -$11.3K -438 -14%
AF
182
Advisornet Financial
Minnesota
$61K +$773 +30 +1%
BU
183
BBVA USA
Alabama
$59K +$58.4K +2,267 New
AIM
184
Anchor Investment Management
South Carolina
$57K -$51.5K -2,000 -48%
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$55K +$15.8K +613 +41%
SIC
186
Salem Investment Counselors
North Carolina
$53K
PFSC
187
Peoples Financial Services Corp
Pennsylvania
$52K
SWA
188
Sutton Wealth Advisors
Florida
$51.7K
PFPT
189
Pinnacle Financial Partners (Tennessee)
Tennessee
$49K
SCA
190
Stonebridge Capital Advisors
Minnesota
$49K +$25.8K +1,000 +100%
PWA
191
Pinnacle Wealth Advisors
Tennessee
$49K +$48.7K +1,892 New
Cohen & Steers
192
Cohen & Steers
New York
$47K -$472K -18,312 -91%
GWM
193
Geneos Wealth Management
Colorado
$44K
VCM
194
Versant Capital Management
Arizona
$43K +$4.38K +170 +11%
SPIA
195
Steward Partners Investment Advisory
New York
$39K -$37.4K -1,453 -49%
DSC
196
Duncker Streett & Co
Missouri
$26K
Barrow, Hanley, Mewhinney & Strauss
197
Barrow, Hanley, Mewhinney & Strauss
Texas
$19K -$6.72K -261 -27%
DAM
198
Delta Asset Management
Tennessee
$18K
ASN
199
Advisory Services Network
Georgia
$16K +$15.5K +600 New
S
200
SignatureFD
Georgia
$15K

SJI Hedge Fund Activity: Q2 2021 in Review

218 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q2 2021, worth a combined $2.76B — up 18% from $2.33B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of SJI and 24 opened new positions — a net loss of 26 holders — while 61 trimmed existing stakes and 105 added.

The largest buyer was State Street, adding an estimated $279M. The largest seller was Zimmer Partners, exiting entirely with an estimated $51M sold.

  • 218 institutional investors held South Jersey Industries, Inc. (SJI) as of Q2 2021, down from 244 in Q1 2021.
  • Funds reported $2.76B of South Jersey Industries, Inc. stock for Q2 2021, up 18% quarter-over-quarter.
  • 24 funds opened new South Jersey Industries, Inc. positions in Q2 2021 and 50 closed out, a net change of -26 holders.
  • The largest South Jersey Industries, Inc. buyer in Q2 2021 was State Street, an estimated $279M added.
  • The largest South Jersey Industries, Inc. seller in Q2 2021 was Zimmer Partners, an estimated $51M sold.

Based on aggregated 13F filings for Q2 2021.