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SJI

South Jersey Industries, Inc.

Delisted

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

166 hedge funds and large institutions have $1.27B invested in South Jersey Industries, Inc. in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $1.15B → $1.27B (+$118M)

1% more funds holding

Funds holding: 165166 (+1)

2% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 59

12% less call options, than puts

Call options by funds: $266K | Put options by funds: $302K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
166
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
4.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
58
Reduced
59
Closed
16
Calls
$266K
Puts
$302K
Net Calls
-$36K
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$134M +$3.73M +131,022 +3%
BFA
2
BlackRock Fund Advisors
California
$108M -$1.78M -62,618 -2%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$92M -$2.5M -87,800 -3%
EARNEST Partners
4
EARNEST Partners
Georgia
$78.6M -$1.3M -45,748 -2%
Ameriprise
5
Ameriprise
Minnesota
$57.4M +$1.77M +61,992 +3%
SIM
6
Stelliam Investment Management
New York
$54.3M +$7.62M +267,200 +17%
BIT
7
BlackRock Institutional Trust
California
$51.6M +$1.2M +42,048 +3%
State Street
8
State Street
Massachusetts
$37.9M -$89.2K -3,130 -0.2%
WHRC
9
W.H. Reaves & Co
New Jersey
$37.6M -$1.27M -44,396 -3%
Norges Bank
10
Norges Bank
Norway
$34.6M +$16.3M +572,066 +100%
Northern Trust
11
Northern Trust
Illinois
$32.1M -$2.31M -81,162 -7%
Victory Capital Management
12
Victory Capital Management
Texas
$28.5M -$33.6K -1,180 -0.1%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$28.4M +$2.71M +95,204 +11%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$26M +$223K +7,834 +0.9%
Adage Capital Partners
15
Adage Capital Partners
Massachusetts
$25.9M +$24.4M +855,964 New
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$25.8M -$9.7M -340,200 -28%
BTW
17
Boston Trust Walden
Massachusetts
$23.5M -$282K -9,906 -1%
MCM
18
Munder Capital Management
Michigan
$21.6M +$1.12M +39,348 +6%
Wells Fargo
19
Wells Fargo
California
$21.1M +$839K +29,432 +4%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$17.4M -$228K -8,000 -1%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$16.7M +$1.56M +54,660 +11%
BA
22
BlackRock Advisors
Delaware
$15.6M -$517K -18,124 -3%
EIP
23
Energy Income Partners
Connecticut
$14.4M +$13.6M +477,382 New
HAI
24
Hennessy Advisors Inc
California
$13.6M +$553K +19,402 +5%
KCM
25
Kennedy Capital Management
Missouri
$13.2M -$791K -27,764 -6%

SJI Hedge Fund Activity: Q2 2014 in Review

166 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q2 2014, worth a combined $1.27B — up 10% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SJI positions and 16 closed out — a net gain of 3 holders — while 58 added to existing stakes and 59 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $24.4M. The largest seller was Lord, Abbett & Co, cutting an estimated $9.7M.

  • 166 institutional investors held South Jersey Industries, Inc. (SJI) as of Q2 2014, up from 165 in Q1 2014.
  • Funds reported $1.27B of South Jersey Industries, Inc. stock for Q2 2014, up 10% quarter-over-quarter.
  • 19 funds opened new South Jersey Industries, Inc. positions in Q2 2014 and 16 closed out, a net change of +3 holders.
  • The largest South Jersey Industries, Inc. buyer in Q2 2014 was Adage Capital Partners, an estimated $24.4M added.
  • The largest South Jersey Industries, Inc. seller in Q2 2014 was Lord, Abbett & Co, an estimated $9.7M sold.

Based on aggregated 13F filings for Q2 2014.