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SJI

South Jersey Industries, Inc.

Delisted

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

245 hedge funds and large institutions have $2.53B invested in South Jersey Industries, Inc. in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $2.45B → $2.53B (+$75.6M)

5% less funds holding

Funds holding: 257245 (-12)

15% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 88

32% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 34

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
245
Holders Change
-12
Holders Change %
-4.67%
% of All Funds
5.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
75
Reduced
88
Closed
34
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
-$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
201
Geneos Wealth Management
Colorado
$56K
Group One Trading
202
Group One Trading
Illinois
$55K +$52.9K +1,559 New
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$46K
MWPCG
204
Measured Wealth Private Client Group
New Hampshire
$44K +$42K +1,238 New
CL
205
CSS LLC
Illinois
$40K +$38.7K +1,140 New
SEI Investments
206
SEI Investments
Pennsylvania
$38K -$37.9K -1,117 -51%
DSC
207
Duncker Streett & Co
Missouri
$36K
THWM
208
Taylor Hoffman Wealth Management
Virginia
$36K
SWA
209
Sutton Wealth Advisors
Florida
$35.3K
ASN
210
Advisory Services Network
Georgia
$35K
AIM
211
Assured Investment Management
New York
$35K +$33.8K +996 New
GAM
212
Gemmer Asset Management
California
$34K
CWA
213
Clarus Wealth Advisors
Arizona
$33K +$373 +11 +1%
GP
214
Girard Partners
Pennsylvania
$32K +$31.1K +915 New
CAC
215
Certified Advisory Corp
Florida
$31K
NC
216
NewSquare Capital
Pennsylvania
$30K
WEC
217
Winslow Evans & Crocker
Massachusetts
$30K
GRP
218
Global Retirement Partners
California
$29K
TCOV
219
Trust Company of Vermont
Vermont
$25K -$10.2K -300 -30%
DAM
220
Delta Asset Management
Tennessee
$25K
RCAG
221
Rehmann Capital Advisory Group
Michigan
$20.4K -$1.56K -46 -7%
BAM
222
Bruderman Asset Management
New York
$19K -$13.8K -407 -43%
WAP
223
Wealthcare Advisory Partners
Pennsylvania
$19K +$34 +1 +0.2%
VNA
224
Valley National Advisers
Pennsylvania
$17K +$16.3K +480 New
RWA
225
River Wealth Advisors
Pennsylvania
$15K

SJI Hedge Fund Activity: Q3 2018 in Review

245 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q3 2018, worth a combined $2.53B — up 3.1% from $2.45B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SJI and 23 opened new positions — a net loss of 11 holders — while 88 trimmed existing stakes and 75 added.

The largest buyer was BlackRock, adding an estimated $17.2M. The largest seller was Teachers Advisors, cutting an estimated $18.6M.

  • 245 institutional investors held South Jersey Industries, Inc. (SJI) as of Q3 2018, down from 257 in Q2 2018.
  • Funds reported $2.53B of South Jersey Industries, Inc. stock for Q3 2018, up 3.1% quarter-over-quarter.
  • 23 funds opened new South Jersey Industries, Inc. positions in Q3 2018 and 34 closed out, a net change of -11 holders.
  • The largest South Jersey Industries, Inc. buyer in Q3 2018 was BlackRock, an estimated $17.2M added.
  • The largest South Jersey Industries, Inc. seller in Q3 2018 was Teachers Advisors, an estimated $18.6M sold.

Based on aggregated 13F filings for Q3 2018.