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SJI

South Jersey Industries, Inc.

Delisted

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

211 hedge funds and large institutions have $1.78B invested in South Jersey Industries, Inc. in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 102 increasing their positions, 40 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

551% more call options, than puts

Call options by funds: $456K | Put options by funds: $70K

155% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 40

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

39% more capital invested

Capital invested by funds: $1.28B → $1.78B (+$500M)

5% more funds holding

Funds holding: 201211 (+10)

Holders
211
Holders Change
+10
Holders Change %
+4.98%
% of All Funds
5.63%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
102
Reduced
40
Closed
20
Calls
$456K
Puts
$70K
Net Calls
+$386K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$209M +$28.1M +980,710 +17%
BFA
2
BlackRock Fund Advisors
California
$169M +$25.4M +885,728 +20%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$118M +$42.3M +1,474,316 +66%
EARNEST Partners
4
EARNEST Partners
Georgia
$68.8M -$1.2M -41,839 -2%
BIT
5
BlackRock Institutional Trust
California
$63.5M +$7.31M +254,762 +15%
Ameriprise
6
Ameriprise
Minnesota
$52.2M +$2.81M +98,022 +6%
State Street
7
State Street
Massachusetts
$51.7M +$5.35M +186,508 +13%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$51.2M +$28M +975,524 +151%
DPIM
9
Duff & Phelps Investment Management
Illinois
$49.3M +$44.8M +1,560,000 New
Wells Fargo
10
Wells Fargo
California
$45.4M +$2.8M +97,521 +7%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$45.2M -$238K -8,307 -0.6%
Northern Trust
12
Northern Trust
Illinois
$43.1M +$4.21M +146,876 +12%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$41.9M +$2.71M +94,316 +8%
KAM
14
Keeley Asset Management
Illinois
$40.8M -$4.33M -150,976 -10%
Victory Capital Management
15
Victory Capital Management
Texas
$38.7M -$3.81M -132,923 -10%
Invesco
16
Invesco
Georgia
$35.7M +$5.06M +176,337 +19%
Goldman Sachs
17
Goldman Sachs
New York
$35.1M +$31.6M +1,101,089 +10,672%
EA
18
Emerald Acquisition
Washington
$30.4M +$27.6M +960,795 New
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$26.7M +$23.4M +814,382 +2,607%
TA
20
Teachers Advisors
New York
$22.2M +$1.39M +48,476 +7%
BA
21
BlackRock Advisors
Delaware
$21.6M +$963K +33,582 +5%
KCM
22
Kennedy Capital Management
Missouri
$21.1M +$2.7M +94,228 +16%
Macquarie Group
23
Macquarie Group
Australia
$20.9M +$12.9M +448,531 +210%
DRZID
24
DePrince Race & Zollo Inc (DRZ)
Florida
$20.3M +$18.4M +641,770 New
Principal Financial Group
25
Principal Financial Group
Iowa
$18M +$2.5M +87,249 +18%

SJI Hedge Fund Activity: Q2 2016 in Review

211 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q2 2016, worth a combined $1.78B — up 39% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SJI positions and 20 closed out — a net gain of 11 holders — while 102 added to existing stakes and 40 trimmed.

The largest buyer was Duff & Phelps Investment Management, opening a new position worth an estimated $44.8M. The largest seller was Heartland Advisors, cutting an estimated $14.3M.

  • 211 institutional investors held South Jersey Industries, Inc. (SJI) as of Q2 2016, up from 201 in Q1 2016.
  • Funds reported $1.78B of South Jersey Industries, Inc. stock for Q2 2016, up 39% quarter-over-quarter.
  • 31 funds opened new South Jersey Industries, Inc. positions in Q2 2016 and 20 closed out, a net change of +11 holders.
  • The largest South Jersey Industries, Inc. buyer in Q2 2016 was Duff & Phelps Investment Management, an estimated $44.8M added.
  • The largest South Jersey Industries, Inc. seller in Q2 2016 was Heartland Advisors, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2016.