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SJI

South Jersey Industries, Inc.

Delisted

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

242 hedge funds and large institutions have $2.58B invested in South Jersey Industries, Inc. in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 78 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

2% more funds holding

Funds holding: 237242 (+5)

8% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 72

4% more capital invested

Capital invested by funds: $2.48B → $2.58B (+$102M)

85% less call options, than puts

Call options by funds: $206K | Put options by funds: $1.35M

Holders
242
Holders Change
+5
Holders Change %
+2.11%
% of All Funds
5.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
78
Reduced
72
Closed
26
Calls
$206K
Puts
$1.35M
Net Calls
-$1.14M
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
201
LifePlan Financial Group
Ohio
$85K
PFSC
202
Peoples Financial Services Corp
Pennsylvania
$71K
QCG
203
Quadrant Capital Group
Ohio
$69K
SIC
204
Salem Investment Counselors
North Carolina
$69K
APA
205
American Portfolios Advisors
New York
$63.9K +$52.9K +1,635 +629%
GWM
206
Geneos Wealth Management
Colorado
$54K
SCA
207
Stonebridge Capital Advisors
Minnesota
$51K +$48.5K +1,500 New
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$44K
SWA
209
Sutton Wealth Advisors
Florida
$41.6K
ASN
210
Advisory Services Network
Georgia
$40K +$15.2K +470 +65%
VCM
211
Versant Capital Management
Arizona
$35K -$2.94K -91 -8%
DSC
212
Duncker Streett & Co
Missouri
$34K
THWM
213
Taylor Hoffman Wealth Management
Virginia
$34K
CAC
214
Certified Advisory Corp
Florida
$30K
NC
215
NewSquare Capital
Pennsylvania
$29K
WEC
216
Winslow Evans & Crocker
Massachusetts
$28K -$1.29K -40 -5%
GRP
217
Global Retirement Partners
California
$28K
DAM
218
Delta Asset Management
Tennessee
$24K
DWM
219
Doyle Wealth Management
Florida
$18K +$17K +527 New
VNA
220
Valley National Advisers
Pennsylvania
$16K
BAMG
221
Brand Asset Management Group
Missouri
$13K
EWM
222
Executive Wealth Management
Michigan
$13K
MCM
223
Manchester Capital Management
Vermont
$13K
WAP
224
Wealthcare Advisory Partners
Pennsylvania
$12K +$32 +1 +0.3%
MRCM
225
M&R Capital Management
New Jersey
$10K

SJI Hedge Fund Activity: Q2 2019 in Review

242 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q2 2019, worth a combined $2.58B — up 4.1% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SJI positions and 26 closed out — a net gain of 10 holders — while 78 added to existing stakes and 72 trimmed.

The largest buyer was Invesco, adding an estimated $41.7M. The largest seller was EARNEST Partners, cutting an estimated $68.5M.

  • 242 institutional investors held South Jersey Industries, Inc. (SJI) as of Q2 2019, up from 237 in Q1 2019.
  • Funds reported $2.58B of South Jersey Industries, Inc. stock for Q2 2019, up 4.1% quarter-over-quarter.
  • 36 funds opened new South Jersey Industries, Inc. positions in Q2 2019 and 26 closed out, a net change of +10 holders.
  • The largest South Jersey Industries, Inc. buyer in Q2 2019 was Invesco, an estimated $41.7M added.
  • The largest South Jersey Industries, Inc. seller in Q2 2019 was EARNEST Partners, an estimated $68.5M sold.

Based on aggregated 13F filings for Q2 2019.