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SJI

South Jersey Industries, Inc.

Delisted

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

194 hedge funds and large institutions have $1.03B invested in South Jersey Industries, Inc. in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 51

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

4% more funds holding

Funds holding: 187194 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $1.08B → $1.03B (-$55.7M)

89% less call options, than puts

Call options by funds: $3K | Put options by funds: $28K

Holders
194
Holders Change
+7
Holders Change %
+3.74%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
78
Reduced
51
Closed
20
Calls
$3K
Puts
$28K
Net Calls
-$25K
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$126M +$5.47M +223,244 +4%
BFA
2
BlackRock Fund Advisors
California
$103M +$7.57M +308,940 +8%
EARNEST Partners
3
EARNEST Partners
Georgia
$53M -$1.66M -67,928 -3%
Ameriprise
4
Ameriprise
Minnesota
$44.6M -$852K -34,793 -2%
BIT
5
BlackRock Institutional Trust
California
$41.8M +$1.48M +60,556 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$36.5M +$6.03M +246,314 +19%
State Street
7
State Street
Massachusetts
$33.8M +$868K +35,445 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$32M +$3.32M +135,468 +11%
KAM
9
Keeley Asset Management
Illinois
$30.5M -$2.56M -104,669 -7%
Northern Trust
10
Northern Trust
Illinois
$28.5M -$221K -9,018 -0.7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$27.4M +$2.51M +102,602 +10%
Wells Fargo
12
Wells Fargo
California
$26.5M +$3.12M +127,203 +13%
Victory Capital Management
13
Victory Capital Management
Texas
$26.3M +$3.31M +135,205 +14%
RFC
14
Russell Frank Company
Washington
$16.8M +$186K +7,607 +1%
HA
15
Heartland Advisors
Wisconsin
$16.5M +$4.9M +200,000 +40%
WHRC
16
W.H. Reaves & Co
New Jersey
$14.5M -$4.67M -190,518 -24%
BA
17
BlackRock Advisors
Delaware
$14.1M +$3.56M +145,456 +32%
Adage Capital Partners
18
Adage Capital Partners
Massachusetts
$14M -$8.57M -350,000 -37%
KCM
19
Kennedy Capital Management
Missouri
$13.9M +$330K +13,465 +2%
TA
20
Teachers Advisors
New York
$12.6M +$8.2M +334,745 +165%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$12.6M +$1.05M +43,031 +9%
First Trust Advisors
22
First Trust Advisors
Illinois
$12.3M +$204K +8,333 +2%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$11.9M +$60K +2,449 +0.5%
Norges Bank
24
Norges Bank
Norway
$11.8M
Principal Financial Group
25
Principal Financial Group
Iowa
$10.9M +$566K +23,108 +5%

SJI Hedge Fund Activity: Q4 2015 in Review

194 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q4 2015, worth a combined $1.03B — down 5.1% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SJI positions and 20 closed out — a net gain of 10 holders — while 78 added to existing stakes and 51 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $8.2M. The largest seller was Energy Income Partners, exiting entirely with an estimated $16M sold.

  • 194 institutional investors held South Jersey Industries, Inc. (SJI) as of Q4 2015, up from 187 in Q3 2015.
  • Funds reported $1.03B of South Jersey Industries, Inc. stock for Q4 2015, down 5.1% quarter-over-quarter.
  • 30 funds opened new South Jersey Industries, Inc. positions in Q4 2015 and 20 closed out, a net change of +10 holders.
  • The largest South Jersey Industries, Inc. buyer in Q4 2015 was Teachers Advisors, an estimated $8.2M added.
  • The largest South Jersey Industries, Inc. seller in Q4 2015 was Energy Income Partners, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2015.