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SJI

South Jersey Industries, Inc.

Delisted

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

237 hedge funds and large institutions have $2.48B invested in South Jersey Industries, Inc. in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 105 increasing their positions, 53 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 53

22% more capital invested

Capital invested by funds: $2.03B → $2.48B (+$448M)

0% less funds holding

Funds holding: 238237 (-1)

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
237
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
5.13%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
105
Reduced
53
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
201
Clarus Wealth Advisors
Arizona
$30K
CAC
202
Certified Advisory Corp
Florida
$28K
NC
203
NewSquare Capital
Pennsylvania
$28K
WEC
204
Winslow Evans & Crocker
Massachusetts
$28K +$1.21K +40 +5%
GRP
205
Global Retirement Partners
California
$26K
ASN
206
Advisory Services Network
Georgia
$23K -$515 -17 -2%
RCAG
207
Rehmann Capital Advisory Group
Michigan
$22.5K -$8.75K -289 -29%
DAM
208
Delta Asset Management
Tennessee
$22K
PCG
209
Private Capital Group
Connecticut
$22K +$20.9K +689 New
BAM
210
Bruderman Asset Management
New York
$18K +$151 +5 +0.9%
VNA
211
Valley National Advisers
Pennsylvania
$15K
CFN
212
Cordasco Financial Network
Florida
$14K +$13.6K +450 New
BAMG
213
Brand Asset Management Group
Missouri
$13K
EWM
214
Executive Wealth Management
Michigan
$13K
MCM
215
Manchester Capital Management
Vermont
$13K
WAP
216
Wealthcare Advisory Partners
Pennsylvania
$11K -$6.05K -200 -36%
CAM
217
Cresset Asset Management
Illinois
$11K +$3.51K +116 +51%
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
$11K +$10.1K +333 New
MRCM
219
M&R Capital Management
New Jersey
$9K
SCM
220
Shelton Capital Management
Colorado
$8.58K -$251K -8,304 -97%
APA
221
American Portfolios Advisors
New York
$8.34K +$6.05K +200 +333%
HGWM
222
Harvest Group Wealth Management
Massachusetts
$8K +$7.78K +257 New
TCOV
223
Trust Company of Vermont
Vermont
$6K -$15.1K -500 -71%
FHA
224
First Horizon Advisors
Tennessee
$6K
PFBT
225
Parkside Financial Bank & Trust
Missouri
$6K +$969 +32 +20%

SJI Hedge Fund Activity: Q1 2019 in Review

237 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q1 2019, worth a combined $2.48B — up 22% from $2.03B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SJI and 33 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 105 added.

The largest buyer was BlackRock, adding an estimated $30.5M. The largest seller was Goldman Sachs, cutting an estimated $63.1M.

  • 237 institutional investors held South Jersey Industries, Inc. (SJI) as of Q1 2019, down from 238 in Q4 2018.
  • Funds reported $2.48B of South Jersey Industries, Inc. stock for Q1 2019, up 22% quarter-over-quarter.
  • 33 funds opened new South Jersey Industries, Inc. positions in Q1 2019 and 34 closed out, a net change of -1 holder.
  • The largest South Jersey Industries, Inc. buyer in Q1 2019 was BlackRock, an estimated $30.5M added.
  • The largest South Jersey Industries, Inc. seller in Q1 2019 was Goldman Sachs, an estimated $63.1M sold.

Based on aggregated 13F filings for Q1 2019.