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SJI

South Jersey Industries, Inc.

Delisted

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

221 hedge funds and large institutions have $1.88B invested in South Jersey Industries, Inc. in 2016 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

496% more call options, than puts

Call options by funds: $620K | Put options by funds: $104K

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

14% more capital invested

Capital invested by funds: $1.65B → $1.88B (+$230M)

6% more funds holding

Funds holding: 209221 (+12)

1% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 72

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
5.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
71
Reduced
72
Closed
17
Calls
$620K
Puts
$104K
Net Calls
+$516K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$240M +$8.4M +269,261 +4%
BFA
2
BlackRock Fund Advisors
California
$213M +$16.3M +522,392 +9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$101M -$19M -609,934 -17%
EARNEST Partners
4
EARNEST Partners
Georgia
$71.6M -$5.58M -178,820 -8%
BIT
5
BlackRock Institutional Trust
California
$68.1M +$512K +16,402 +0.8%
State Street
6
State Street
Massachusetts
$62M +$3.58M +114,655 +7%
Wells Fargo
7
Wells Fargo
California
$57.2M +$3.84M +122,971 +8%
DPIM
8
Duff & Phelps Investment Management
Illinois
$54.1M -$48.7K -1,560 -0.1%
Goldman Sachs
9
Goldman Sachs
New York
$50.5M +$554K +17,752 +1%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$50.5M -$6.51M -208,633 -12%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$50.5M +$281K +9,009 +0.6%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$50.3M +$11.9M +380,620 +34%
Northern Trust
13
Northern Trust
Illinois
$50.3M +$2.57M +82,241 +6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$49.5M +$2.96M +94,891 +7%
Ameriprise
15
Ameriprise
Minnesota
$49.1M -$2.43M -77,933 -5%
Invesco
16
Invesco
Georgia
$38M -$308K -9,867 -0.9%
KAM
17
Keeley Asset Management
Illinois
$34.2M -$4.64M -148,735 -13%
Victory Capital Management
18
Victory Capital Management
Texas
$22.4M -$9.26M -296,645 -31%
Principal Financial Group
19
Principal Financial Group
Iowa
$21.2M +$1.39M +44,646 +8%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$19.3M
Geode Capital Management
21
Geode Capital Management
Massachusetts
$19.1M +$516K +16,546 +3%
First Trust Advisors
22
First Trust Advisors
Illinois
$19M -$1.61M -51,531 -8%
Macquarie Group
23
Macquarie Group
Australia
$18.4M +$3.6M +115,233 +27%
Norges Bank
24
Norges Bank
Norway
$18.1M -$2.37M -75,961 -12%
Morgan Stanley
25
Morgan Stanley
New York
$16.3M +$9.52M +305,223 +170%

SJI Hedge Fund Activity: Q4 2016 in Review

221 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q4 2016, worth a combined $1.88B — up 14% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SJI positions and 17 closed out — a net gain of 18 holders — while 71 added to existing stakes and 72 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $16.3M. The largest seller was Fidelity Investments, cutting an estimated $19M.

  • 221 institutional investors held South Jersey Industries, Inc. (SJI) as of Q4 2016, up from 209 in Q3 2016.
  • Funds reported $1.88B of South Jersey Industries, Inc. stock for Q4 2016, up 14% quarter-over-quarter.
  • 35 funds opened new South Jersey Industries, Inc. positions in Q4 2016 and 17 closed out, a net change of +18 holders.
  • The largest South Jersey Industries, Inc. buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $16.3M added.
  • The largest South Jersey Industries, Inc. seller in Q4 2016 was Fidelity Investments, an estimated $19M sold.

Based on aggregated 13F filings for Q4 2016.