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SJI

South Jersey Industries, Inc.

Delisted

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

229 hedge funds and large institutions have $2.51B invested in South Jersey Industries, Inc. in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 71 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 71

3% less capital invested

Capital invested by funds: $2.58B → $2.51B (-$71.2M)

5% less funds holding

Funds holding: 242229 (-13)

39% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 33

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.32M

Holders
229
Holders Change
-13
Holders Change %
-5.37%
% of All Funds
5.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
76
Reduced
71
Closed
33
Calls
Puts
$1.32M
Net Calls
-$1.32M
Net Calls Change
-$173K
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
201
Certified Advisory Corp
Florida
$29K
WEC
202
Winslow Evans & Crocker
Massachusetts
$28K
GRP
203
Global Retirement Partners
California
$27K
DAM
204
Delta Asset Management
Tennessee
$23K
AIC
205
Ameritas Investment Company
Nebraska
$19K +$19.2K +588 New
VNA
206
Valley National Advisers
Pennsylvania
$16K
PCG
207
Private Capital Group
Connecticut
$16K +$15.5K +475 New
WAP
208
Wealthcare Advisory Partners
Pennsylvania
$12K +$65 +2 +0.6%
Point72 Asset Management
209
Point72 Asset Management
Connecticut
$10K
MRCM
210
M&R Capital Management
New Jersey
$9K
APA
211
American Portfolios Advisors
New York
$8.56K -$53.4K -1,635 -86%
HGWM
212
Harvest Group Wealth Management
Massachusetts
$8K
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$8K +$65 +2 +0.8%
GAM
214
Gemmer Asset Management
California
$7K
TCOV
215
Trust Company of Vermont
Vermont
$7K
FHA
216
First Horizon Advisors
Tennessee
$6K
AIM
217
Advantage Investment Management
Iowa
$6K +$2.09K +64 +48%
KTC
218
Kistler-Tiffany Companies
Pennsylvania
$5K
PFBT
219
Parkside Financial Bank & Trust
Missouri
$5K
BCA
220
Berman Capital Advisors
Georgia
$4K
RCAG
221
Rehmann Capital Advisory Group
Michigan
$3.04K
TFO
222
Tarbox Family Office
California
$3K
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$3K +$620 +19 +28%
S
224
SignatureFD
Georgia
$3K +$686 +21 +37%
PA
225
Parallel Advisors
California
$3K +$2.48K +76 +304%

SJI Hedge Fund Activity: Q3 2019 in Review

229 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q3 2019, worth a combined $2.51B — down 2.8% from $2.58B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of SJI and 20 opened new positions — a net loss of 13 holders — while 71 trimmed existing stakes and 76 added.

The largest buyer was Macquarie Group, adding an estimated $55.9M. The largest seller was Massachusetts Financial Services, cutting an estimated $24M.

  • 229 institutional investors held South Jersey Industries, Inc. (SJI) as of Q3 2019, down from 242 in Q2 2019.
  • Funds reported $2.51B of South Jersey Industries, Inc. stock for Q3 2019, down 2.8% quarter-over-quarter.
  • 20 funds opened new South Jersey Industries, Inc. positions in Q3 2019 and 33 closed out, a net change of -13 holders.
  • The largest South Jersey Industries, Inc. buyer in Q3 2019 was Macquarie Group, an estimated $55.9M added.
  • The largest South Jersey Industries, Inc. seller in Q3 2019 was Massachusetts Financial Services, an estimated $24M sold.

Based on aggregated 13F filings for Q3 2019.