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SJI

South Jersey Industries, Inc.

Delisted

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

150 hedge funds and large institutions have $1.12B invested in South Jersey Industries, Inc. in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 49

3% more capital invested

Capital invested by funds: $1.08B → $1.12B (+$35.6M)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 151150 (-1)

Holders
150
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
4.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
59
Reduced
49
Closed
11
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$129M +$3.21M +108,632 +3%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$113M -$6.7M -226,914 -6%
BFA
3
BlackRock Fund Advisors
California
$105M +$8.67M +293,716 +9%
WHRC
4
W.H. Reaves & Co
New Jersey
$54.5M -$1.23M -41,536 -2%
BIT
5
BlackRock Institutional Trust
California
$49.8M -$190K -6,450 -0.4%
Ameriprise
6
Ameriprise
Minnesota
$40.9M +$3.05M +103,342 +8%
Northern Trust
7
Northern Trust
Illinois
$37M -$214K -7,254 -0.6%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$35.9M -$9.62M -326,000 -21%
State Street
9
State Street
Massachusetts
$35.9M +$333K +11,292 +0.9%
SIM
10
Stelliam Investment Management
New York
$27.5M +$4.27M +144,800 +18%
KAM
11
Keeley Asset Management
Illinois
$26.4M +$3.88M +131,600 +17%
BTW
12
Boston Trust Walden
Massachusetts
$25.1M -$453K -15,360 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$23.9M +$1.18M +40,096 +5%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$23.1M +$883K +29,934 +4%
CRM
15
Cramer Rosenthal McGlynn
Connecticut
$20M +$1.4M +47,300 +7%
Victory Capital Management
16
Victory Capital Management
Texas
$18.7M +$18.8M +638,300 New
MCM
17
Munder Capital Management
Michigan
$17.9M +$1.45M +49,286 +9%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$17.1M +$100K +3,400 +0.6%
Norges Bank
19
Norges Bank
Norway
$16.8M
KCM
20
Kennedy Capital Management
Missouri
$16.7M -$905K -30,680 -5%
BA
21
BlackRock Advisors
Delaware
$14M -$127K -4,320 -0.9%
Wells Fargo
22
Wells Fargo
California
$13.3M +$421K +14,272 +3%
TCIM
23
TIAA CREF Investment Management
New York
$12.9M +$18.7K +634 +0.1%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$12.1M -$20.1K -680 -0.2%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$11M -$874K -29,600 -7%

SJI Hedge Fund Activity: Q3 2013 in Review

150 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q3 2013, worth a combined $1.12B — up 3.3% from $1.08B a quarter earlier.

Fund positioning in SJI was balanced in Q3 2013: 11 funds opened new positions, 11 closed out, 59 added to existing stakes and 49 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $8.67M. The largest seller was KeyBank National Association, cutting an estimated $15.3M.

  • 150 institutional investors held South Jersey Industries, Inc. (SJI) as of Q3 2013, down from 151 in Q2 2013.
  • Funds reported $1.12B of South Jersey Industries, Inc. stock for Q3 2013, up 3.3% quarter-over-quarter.
  • 11 funds opened new South Jersey Industries, Inc. positions in Q3 2013 and 11 closed out, a net change of 0 holders.
  • The largest South Jersey Industries, Inc. buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $8.67M added.
  • The largest South Jersey Industries, Inc. seller in Q3 2013 was KeyBank National Association, an estimated $15.3M sold.

Based on aggregated 13F filings for Q3 2013.