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SJI

South Jersey Industries, Inc.

Delisted

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

171 hedge funds and large institutions have $1.11B invested in South Jersey Industries, Inc. in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 48

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

3% more funds holding

Funds holding: 166171 (+5)

12% less capital invested

Capital invested by funds: $1.27B → $1.11B (-$154M)

79% less call options, than puts

Call options by funds: $11K | Put options by funds: $53K

Holders
171
Holders Change
+5
Holders Change %
+3.01%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
67
Reduced
48
Closed
19
Calls
$11K
Puts
$53K
Net Calls
-$42K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$119M +$1.63M +57,900 +1%
BFA
2
BlackRock Fund Advisors
California
$90.9M -$5.01M -178,410 -5%
EARNEST Partners
3
EARNEST Partners
Georgia
$69.7M +$215K +7,668 +0.3%
SIM
4
Stelliam Investment Management
New York
$53.1M +$5.42M +192,800 +11%
Ameriprise
5
Ameriprise
Minnesota
$52.1M +$1.51M +53,792 +3%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$45.1M -$38.1M -1,355,936 -45%
BIT
7
BlackRock Institutional Trust
California
$43.7M -$1.93M -68,748 -4%
Adage Capital Partners
8
Adage Capital Partners
Massachusetts
$42.6M +$20.8M +742,090 +87%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$39.2M +$25.7M +915,620 +165%
EIP
10
Energy Income Partners
Connecticut
$35.4M +$23.9M +849,160 +178%
State Street
11
State Street
Massachusetts
$32.9M -$534K -18,996 -2%
WHRC
12
W.H. Reaves & Co
New Jersey
$32.3M -$921K -32,792 -3%
Northern Trust
13
Northern Trust
Illinois
$28.1M -$209K -7,446 -0.7%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$26.4M +$1.39M +49,538 +5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$22.8M -$140K -4,968 -0.6%
Wells Fargo
16
Wells Fargo
California
$21.4M +$2.93M +104,430 +15%
MCM
17
Munder Capital Management
Michigan
$20M +$943K +33,572 +5%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$16.9M -$6.25M -222,600 -26%
Norges Bank
19
Norges Bank
Norway
$15.3M -$16.1M -572,066 -50%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$15M -$410K -14,600 -3%
HAI
21
Hennessy Advisors Inc
California
$13.1M +$1.22M +43,500 +10%
KCM
22
Kennedy Capital Management
Missouri
$13.1M +$1.53M +54,646 +13%
BA
23
BlackRock Advisors
Delaware
$13M -$855K -30,430 -6%
Principal Financial Group
24
Principal Financial Group
Iowa
$11M -$79.3K -2,824 -0.7%
VDI
25
Vaughan David Investments
Illinois
$10.6M +$103K +3,650 +0.9%

SJI Hedge Fund Activity: Q3 2014 in Review

171 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q3 2014, worth a combined $1.11B — down 12% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SJI positions and 19 closed out — a net gain of 5 holders — while 67 added to existing stakes and 48 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $25.7M. The largest seller was Neuberger Berman Group, cutting an estimated $38.1M.

  • 171 institutional investors held South Jersey Industries, Inc. (SJI) as of Q3 2014, up from 166 in Q2 2014.
  • Funds reported $1.11B of South Jersey Industries, Inc. stock for Q3 2014, down 12% quarter-over-quarter.
  • 24 funds opened new South Jersey Industries, Inc. positions in Q3 2014 and 19 closed out, a net change of +5 holders.
  • The largest South Jersey Industries, Inc. buyer in Q3 2014 was Fidelity Investments, an estimated $25.7M added.
  • The largest South Jersey Industries, Inc. seller in Q3 2014 was Neuberger Berman Group, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2014.