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SJI

South Jersey Industries, Inc.

Delisted

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

153 hedge funds and large institutions have $1.16B invested in South Jersey Industries, Inc. in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

18% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 51

2% more funds holding

Funds holding: 150153 (+3)

4% more capital invested

Capital invested by funds: $1.12B → $1.16B (+$45M)

15% less call options, than puts

Call options by funds: $347K | Put options by funds: $409K

Holders
153
Holders Change
+3
Holders Change %
+2%
% of All Funds
4.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
60
Reduced
51
Closed
12
Calls
$347K
Puts
$409K
Net Calls
-$62K
Net Calls Change
-$331K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$128M +$4.97M +173,694 +4%
BFA
2
BlackRock Fund Advisors
California
$101M +$876K +30,628 +0.9%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$89.7M -$18.3M -640,886 -17%
EARNEST Partners
4
EARNEST Partners
Georgia
$77.4M +$79.1M +2,765,960 New
Ameriprise
5
Ameriprise
Minnesota
$49.5M +$10.6M +372,222 +27%
WHRC
6
W.H. Reaves & Co
New Jersey
$48.5M -$3.7M -129,540 -7%
BIT
7
BlackRock Institutional Trust
California
$46.7M -$838K -29,298 -2%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$38M +$3.8M +132,800 +11%
SIM
9
Stelliam Investment Management
New York
$35M +$8.86M +310,000 +33%
State Street
10
State Street
Massachusetts
$34.4M +$163K +5,704 +0.5%
Northern Trust
11
Northern Trust
Illinois
$34M -$1.34M -46,972 -4%
KAM
12
Keeley Asset Management
Illinois
$27.2M +$2.01M +70,400 +8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$23.4M +$562K +19,646 +2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$22.6M +$613K +21,436 +3%
BTW
15
Boston Trust Walden
Massachusetts
$22.5M -$1.51M -52,680 -6%
Victory Capital Management
16
Victory Capital Management
Texas
$19.9M +$2.05M +71,700 +11%
CRM
17
Cramer Rosenthal McGlynn
Connecticut
$18.3M -$793K -27,750 -4%
MCM
18
Munder Capital Management
Michigan
$18M +$854K +29,870 +5%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$16.3M
Norges Bank
20
Norges Bank
Norway
$16M
Fidelity Investments
21
Fidelity Investments
Massachusetts
$14.7M +$3.22M +112,660 +27%
KCM
22
Kennedy Capital Management
Missouri
$14.6M -$1.45M -50,852 -9%
BA
23
BlackRock Advisors
Delaware
$13.3M -$35.3K -1,236 -0.3%
Wells Fargo
24
Wells Fargo
California
$12.3M -$362K -12,680 -3%
TCIM
25
TIAA CREF Investment Management
New York
$12.1M -$261K -9,124 -2%

SJI Hedge Fund Activity: Q4 2013 in Review

153 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q4 2013, worth a combined $1.16B — up 4% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SJI positions and 12 closed out — a net gain of 5 holders — while 60 added to existing stakes and 51 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $79.1M. The largest seller was Neuberger Berman Group, cutting an estimated $18.3M.

  • 153 institutional investors held South Jersey Industries, Inc. (SJI) as of Q4 2013, up from 150 in Q3 2013.
  • Funds reported $1.16B of South Jersey Industries, Inc. stock for Q4 2013, up 4% quarter-over-quarter.
  • 17 funds opened new South Jersey Industries, Inc. positions in Q4 2013 and 12 closed out, a net change of +5 holders.
  • The largest South Jersey Industries, Inc. buyer in Q4 2013 was EARNEST Partners, an estimated $79.1M added.
  • The largest South Jersey Industries, Inc. seller in Q4 2013 was Neuberger Berman Group, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2013.