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SJI

South Jersey Industries, Inc.

Delisted

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

187 hedge funds and large institutions have $1.08B invested in South Jersey Industries, Inc. in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 84 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 44

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

3% more funds holding

Funds holding: 181187 (+6)

4% more capital invested

Capital invested by funds: $1.04B → $1.08B (+$40.7M)

Holders
187
Holders Change
+6
Holders Change %
+3.31%
% of All Funds
5.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
84
Reduced
44
Closed
15
Calls
$10K
Puts
Net Calls
+$10K
Net Calls Change
-$92K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$129M +$1.4M +57,138 +1%
BFA
2
BlackRock Fund Advisors
California
$103M +$1.56M +63,710 +2%
EARNEST Partners
3
EARNEST Partners
Georgia
$58.7M -$2.49M -101,899 -4%
Ameriprise
4
Ameriprise
Minnesota
$48.8M +$588K +24,065 +1%
BIT
5
BlackRock Institutional Trust
California
$43.4M +$953K +38,981 +2%
State Street
6
State Street
Massachusetts
$35.4M +$2.69M +109,904 +8%
KAM
7
Keeley Asset Management
Illinois
$35.4M -$928K -37,960 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$32.9M +$4.28M +175,174 +16%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$30.9M +$1.23M +50,494 +4%
Northern Trust
10
Northern Trust
Illinois
$30.8M +$1.69M +69,109 +6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$26.8M +$3.84M +156,969 +17%
Wells Fargo
12
Wells Fargo
California
$25.3M +$777K +31,806 +3%
Victory Capital Management
13
Victory Capital Management
Texas
$24.9M +$2.2M +89,928 +10%
Adage Capital Partners
14
Adage Capital Partners
Massachusetts
$23.9M -$30.6M -1,250,960 -57%
WHRC
15
W.H. Reaves & Co
New Jersey
$20.3M -$3.24M -132,633 -14%
RFC
16
Russell Frank Company
Washington
$17.5M +$1.53M +62,496 +10%
EIP
17
Energy Income Partners
Connecticut
$16M -$1.99M -81,494 -11%
KCM
18
Kennedy Capital Management
Missouri
$14.6M +$1.71M +69,857 +14%
First Trust Advisors
19
First Trust Advisors
Illinois
$13M +$4.51M +184,650 +56%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$12.7M -$2.72M -111,335 -18%
Norges Bank
21
Norges Bank
Norway
$12.7M -$2.44K -100 -0%
HA
22
Heartland Advisors
Wisconsin
$12.6M +$12.2M +500,000 New
Wellington Management Group
23
Wellington Management Group
Massachusetts
$12.4M +$2.83M +115,800 +31%
TCIM
24
TIAA CREF Investment Management
New York
$11.6M +$762K +31,174 +7%
BA
25
BlackRock Advisors
Delaware
$11.5M +$969K +39,652 +10%

SJI Hedge Fund Activity: Q3 2015 in Review

187 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q3 2015, worth a combined $1.08B — up 3.9% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SJI positions and 15 closed out — a net gain of 7 holders — while 84 added to existing stakes and 44 trimmed.

The largest buyer was Heartland Advisors, opening a new position worth an estimated $12.2M. The largest seller was Adage Capital Partners, cutting an estimated $30.6M.

  • 187 institutional investors held South Jersey Industries, Inc. (SJI) as of Q3 2015, up from 181 in Q2 2015.
  • Funds reported $1.08B of South Jersey Industries, Inc. stock for Q3 2015, up 3.9% quarter-over-quarter.
  • 22 funds opened new South Jersey Industries, Inc. positions in Q3 2015 and 15 closed out, a net change of +7 holders.
  • The largest South Jersey Industries, Inc. buyer in Q3 2015 was Heartland Advisors, an estimated $12.2M added.
  • The largest South Jersey Industries, Inc. seller in Q3 2015 was Adage Capital Partners, an estimated $30.6M sold.

Based on aggregated 13F filings for Q3 2015.