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SJI

South Jersey Industries, Inc.

Delisted

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

178 hedge funds and large institutions have $1.25B invested in South Jersey Industries, Inc. in 2014 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

51% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 47

12% more capital invested

Capital invested by funds: $1.11B → $1.25B (+$134M)

4% more funds holding

Funds holding: 171178 (+7)

0% more call options, than puts

Call options by funds: $35K | Put options by funds: $35K

Holders
178
Holders Change
+7
Holders Change %
+4.09%
% of All Funds
4.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
71
Reduced
47
Closed
16
Calls
$35K
Puts
$35K
Net Calls
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$136M +$4.07M +142,338 +3%
BFA
2
BlackRock Fund Advisors
California
$119M +$18.3M +640,590 +19%
EARNEST Partners
3
EARNEST Partners
Georgia
$76.6M -$317K -11,088 -0.4%
SIM
4
Stelliam Investment Management
New York
$55.2M -$3.29M -115,000 -6%
Ameriprise
5
Ameriprise
Minnesota
$55.2M -$2.28M -79,774 -4%
BIT
6
BlackRock Institutional Trust
California
$48.2M -$102K -3,584 -0.2%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$47.1M
Fidelity Investments
8
Fidelity Investments
Massachusetts
$43.9M +$581K +20,320 +1%
State Street
9
State Street
Massachusetts
$37.3M +$915K +31,992 +3%
WHRC
10
W.H. Reaves & Co
New Jersey
$34.8M -$898K -31,400 -3%
EIP
11
Energy Income Partners
Connecticut
$32.2M -$6.73M -235,258 -18%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$30.8M +$1.52M +53,340 +5%
Northern Trust
13
Northern Trust
Illinois
$29.8M -$1.24M -43,414 -4%
Wells Fargo
14
Wells Fargo
California
$26.1M +$2.38M +83,362 +10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$25.5M +$280K +9,786 +1%
Victory Capital Management
16
Victory Capital Management
Texas
$22.4M +$13.6M +474,252 +166%
KAM
17
Keeley Asset Management
Illinois
$22.4M +$19.8M +692,400 +1,046%
William Blair & Company
18
William Blair & Company
Illinois
$18.7M +$16.9M +590,064 +1,327%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$16.5M
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$16.2M -$2.38M -83,200 -13%
Norges Bank
21
Norges Bank
Norway
$15.8M -$1.03M -36,004 -6%
KCM
22
Kennedy Capital Management
Missouri
$14.7M +$216K +7,552 +2%
HAI
23
Hennessy Advisors Inc
California
$14.5M -$17.2K -600 -0.1%
RFC
24
Russell Frank Company
Washington
$13.7M +$13.1M +458,404 New
Principal Financial Group
25
Principal Financial Group
Iowa
$12.3M +$166K +5,790 +1%

SJI Hedge Fund Activity: Q4 2014 in Review

178 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q4 2014, worth a combined $1.25B — up 12% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SJI positions and 16 closed out — a net gain of 11 holders — while 71 added to existing stakes and 47 trimmed.

The largest buyer was Keeley Asset Management, adding an estimated $19.8M. The largest seller was Neuberger Berman Group, exiting entirely with an estimated $45.1M sold.

  • 178 institutional investors held South Jersey Industries, Inc. (SJI) as of Q4 2014, up from 171 in Q3 2014.
  • Funds reported $1.25B of South Jersey Industries, Inc. stock for Q4 2014, up 12% quarter-over-quarter.
  • 27 funds opened new South Jersey Industries, Inc. positions in Q4 2014 and 16 closed out, a net change of +11 holders.
  • The largest South Jersey Industries, Inc. buyer in Q4 2014 was Keeley Asset Management, an estimated $19.8M added.
  • The largest South Jersey Industries, Inc. seller in Q4 2014 was Neuberger Berman Group, an estimated $45.1M sold.

Based on aggregated 13F filings for Q4 2014.