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SJI

South Jersey Industries, Inc.

Delisted

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

209 hedge funds and large institutions have $1.65B invested in South Jersey Industries, Inc. in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 76 increasing their positions, 77 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $666K | Put options by funds: $139K

1% less funds holding

Funds holding: 211209 (-2)

1% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 77

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

7% less capital invested

Capital invested by funds: $1.78B → $1.65B (-$131M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
209
Holders Change
-2
Holders Change %
-0.95%
% of All Funds
5.58%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
76
Reduced
77
Closed
18
Calls
$666K
Puts
$139K
Net Calls
+$527K
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$203M +$7.37M +240,636 +4%
BFA
2
BlackRock Fund Advisors
California
$171M +$13.4M +438,088 +8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$107M -$3.18M -103,911 -3%
EARNEST Partners
4
EARNEST Partners
Georgia
$68.1M +$3.98M +129,787 +6%
BIT
5
BlackRock Institutional Trust
California
$59.2M -$152K -4,955 -0.2%
State Street
6
State Street
Massachusetts
$51M +$2.79M +91,206 +6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$50.5M +$2.68M +87,411 +5%
DPIM
8
Duff & Phelps Investment Management
Illinois
$47.5M +$1.43M +46,745 +3%
Wells Fargo
9
Wells Fargo
California
$46.5M +$4.26M +138,997 +10%
Ameriprise
10
Ameriprise
Minnesota
$45.3M -$3.56M -116,166 -7%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$44M +$1.8M +58,756 +4%
Goldman Sachs
12
Goldman Sachs
New York
$43.8M +$11.3M +370,062 +33%
Northern Trust
13
Northern Trust
Illinois
$41.7M +$1.41M +46,160 +3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$40.6M +$1.46M +47,547 +4%
KAM
15
Keeley Asset Management
Illinois
$34.4M -$3.81M -124,435 -10%
Invesco
16
Invesco
Georgia
$33.6M +$324K +10,589 +0.9%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$32.9M +$8.17M +266,571 +32%
Victory Capital Management
18
Victory Capital Management
Texas
$28.4M -$8.02M -261,729 -21%
EA
19
Emerald Acquisition
Washington
$20.3M -$8.39M -273,805 -28%
First Trust Advisors
20
First Trust Advisors
Illinois
$18.2M +$2.17M +70,952 +13%
Norges Bank
21
Norges Bank
Norway
$17.3M +$3.26M +106,401 +21%
Principal Financial Group
22
Principal Financial Group
Iowa
$17.3M +$483K +15,775 +3%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$17M +$2M +65,195 +13%
DRZID
24
DePrince Race & Zollo Inc (DRZ)
Florida
$16.4M -$2.64M -86,224 -13%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$16.3M +$617K +20,153 +4%

SJI Hedge Fund Activity: Q3 2016 in Review

209 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q3 2016, worth a combined $1.65B — down 7.4% from $1.78B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of SJI and 17 opened new positions — a net loss of 1 holder — while 77 trimmed existing stakes and 76 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $13.4M. The largest seller was Teachers Advisors, cutting an estimated $16.5M.

  • 209 institutional investors held South Jersey Industries, Inc. (SJI) as of Q3 2016, down from 211 in Q2 2016.
  • Funds reported $1.65B of South Jersey Industries, Inc. stock for Q3 2016, down 7.4% quarter-over-quarter.
  • 17 funds opened new South Jersey Industries, Inc. positions in Q3 2016 and 18 closed out, a net change of -1 holder.
  • The largest South Jersey Industries, Inc. buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $13.4M added.
  • The largest South Jersey Industries, Inc. seller in Q3 2016 was Teachers Advisors, an estimated $16.5M sold.

Based on aggregated 13F filings for Q3 2016.