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SJI

South Jersey Industries, Inc.

Delisted

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

213 hedge funds and large institutions have $1.99B invested in South Jersey Industries, Inc. in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.88B → $1.99B (+$112M)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

7% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 70

4% less funds holding

Funds holding: 221213 (-8)

78% less call options, than puts

Call options by funds: $696K | Put options by funds: $3.11M

Holders
213
Holders Change
-8
Holders Change %
-3.62%
% of All Funds
5.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
65
Reduced
70
Closed
24
Calls
$696K
Puts
$3.11M
Net Calls
-$2.41M
Net Calls Change
-$2.93M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$351M +$329M +9,822,108 +46,817%
Vanguard Group
2
Vanguard Group
Pennsylvania
$271M +$15.9M +474,868 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$98.2M -$8.43M -251,223 -8%
Goldman Sachs
4
Goldman Sachs
New York
$82.4M +$27.3M +812,762 +54%
EARNEST Partners
5
EARNEST Partners
Georgia
$74.8M -$928K -27,676 -1%
State Street
6
State Street
Massachusetts
$69.8M +$3.88M +115,667 +6%
Wells Fargo
7
Wells Fargo
California
$60.4M -$117K -3,490 -0.2%
DPIM
8
Duff & Phelps Investment Management
Illinois
$56.1M -$1.03M -30,610 -2%
Northern Trust
9
Northern Trust
Illinois
$54.6M +$1.32M +39,499 +3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$54M +$545K +16,251 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$53.5M +$1.11M +33,025 +2%
Ameriprise
12
Ameriprise
Minnesota
$52.9M +$969K +28,883 +2%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$38.6M -$13.8M -410,280 -27%
KTA
14
Keeley-Teton Advisors
Illinois
$32.4M +$30.4M +907,825 New
Wellington Management Group
15
Wellington Management Group
Massachusetts
$25.7M -$26.1M -777,264 -52%
Invesco
16
Invesco
Georgia
$25.2M -$14.1M -421,861 -37%
Macquarie Group
17
Macquarie Group
Australia
$24.6M +$4.78M +142,596 +26%
First Trust Advisors
18
First Trust Advisors
Illinois
$24M +$3.64M +108,460 +19%
Victory Capital Management
19
Victory Capital Management
Texas
$23.6M -$124K -3,712 -0.6%
Principal Financial Group
20
Principal Financial Group
Iowa
$23.1M +$568K +16,935 +3%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$21.3M +$991K +29,537 +5%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$20.5M -$3.79K -113 -0%
Norges Bank
23
Norges Bank
Norway
$18M -$1.1M -32,689 -6%
RMA
24
Roffman Miller Associates
Pennsylvania
$17.7M +$689K +20,549 +4%
ORIO
25
Old Republic International (ORI)
Illinois
$17.3M

SJI Hedge Fund Activity: Q1 2017 in Review

213 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q1 2017, worth a combined $1.99B — up 6% from $1.88B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of SJI and 23 opened new positions — a net loss of 1 holder — while 70 trimmed existing stakes and 65 added.

The largest buyer was BlackRock, adding an estimated $329M. The largest seller was Wellington Management Group, cutting an estimated $26.1M.

  • 213 institutional investors held South Jersey Industries, Inc. (SJI) as of Q1 2017, down from 221 in Q4 2016.
  • Funds reported $1.99B of South Jersey Industries, Inc. stock for Q1 2017, up 6% quarter-over-quarter.
  • 23 funds opened new South Jersey Industries, Inc. positions in Q1 2017 and 24 closed out, a net change of -1 holder.
  • The largest South Jersey Industries, Inc. buyer in Q1 2017 was BlackRock, an estimated $329M added.
  • The largest South Jersey Industries, Inc. seller in Q1 2017 was Wellington Management Group, an estimated $26.1M sold.

Based on aggregated 13F filings for Q1 2017.