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SJI

South Jersey Industries, Inc.

Delisted

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

165 hedge funds and large institutions have $1.15B invested in South Jersey Industries, Inc. in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

8% more funds holding

Funds holding: 153165 (+12)

0% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 56

1% less capital invested

Capital invested by funds: $1.16B → $1.15B (-$14M)

72% less call options, than puts

Call options by funds: $538K | Put options by funds: $1.9M

Holders
165
Holders Change
+12
Holders Change %
+7.84%
% of All Funds
4.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
56
Reduced
56
Closed
13
Calls
$538K
Puts
$1.9M
Net Calls
-$1.36M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$120M -$7.92M -288,390 -6%
BFA
2
BlackRock Fund Advisors
California
$102M +$1.2M +43,872 +1%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$87.9M -$2.04M -74,280 -2%
EARNEST Partners
4
EARNEST Partners
Georgia
$74.3M -$3.2M -116,584 -4%
Ameriprise
5
Ameriprise
Minnesota
$51.6M +$1.88M +68,456 +4%
BIT
6
BlackRock Institutional Trust
California
$46.7M -$152K -5,552 -0.3%
SIM
7
Stelliam Investment Management
New York
$42.9M +$7.69M +280,000 +22%
WHRC
8
W.H. Reaves & Co
New Jersey
$36.1M -$12.2M -443,804 -26%
State Street
9
State Street
Massachusetts
$35.2M +$705K +25,672 +2%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$33.5M -$4.49M -163,400 -12%
Northern Trust
11
Northern Trust
Illinois
$32M -$2.02M -73,612 -6%
Victory Capital Management
12
Victory Capital Management
Texas
$26.5M +$6.46M +235,082 +33%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$23.9M +$449K +16,336 +2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$23.7M +$1.04M +37,854 +5%
BTW
15
Boston Trust Walden
Massachusetts
$22.1M -$456K -16,622 -2%
MCM
16
Munder Capital Management
Michigan
$19M +$973K +35,414 +6%
Wells Fargo
17
Wells Fargo
California
$18.8M +$6.26M +227,872 +52%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$16.4M
Norges Bank
19
Norges Bank
Norway
$16M
BA
20
BlackRock Advisors
Delaware
$15M +$1.62M +59,012 +12%
American Century Companies
21
American Century Companies
Missouri
$14.7M +$14.4M +523,494 New
Fidelity Investments
22
Fidelity Investments
Massachusetts
$14M -$719K -26,180 -5%
KCM
23
Kennedy Capital Management
Missouri
$13M -$1.57M -57,086 -11%
HAI
24
Hennessy Advisors Inc
California
$12M +$1.69M +61,600 +17%
Principal Financial Group
25
Principal Financial Group
Iowa
$11.6M +$570K +20,740 +5%

SJI Hedge Fund Activity: Q1 2014 in Review

165 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q1 2014, worth a combined $1.15B — down 1.2% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SJI positions and 13 closed out — a net gain of 12 holders — while 56 added to existing stakes and 56 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $14.4M. The largest seller was Keeley Asset Management, cutting an estimated $24.8M.

  • 165 institutional investors held South Jersey Industries, Inc. (SJI) as of Q1 2014, up from 153 in Q4 2013.
  • Funds reported $1.15B of South Jersey Industries, Inc. stock for Q1 2014, down 1.2% quarter-over-quarter.
  • 25 funds opened new South Jersey Industries, Inc. positions in Q1 2014 and 13 closed out, a net change of +12 holders.
  • The largest South Jersey Industries, Inc. buyer in Q1 2014 was American Century Companies, an estimated $14.4M added.
  • The largest South Jersey Industries, Inc. seller in Q1 2014 was Keeley Asset Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q1 2014.