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SJI

South Jersey Industries, Inc.

Delisted

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

215 hedge funds and large institutions have $1.91B invested in South Jersey Industries, Inc. in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

689% more call options, than puts

Call options by funds: $892K | Put options by funds: $113K

15% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 66

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

1% more funds holding

Funds holding: 213215 (+2)

4% less capital invested

Capital invested by funds: $1.99B → $1.91B (-$85.2M)

Holders
215
Holders Change
+2
Holders Change %
+0.94%
% of All Funds
5.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
76
Reduced
66
Closed
18
Calls
$892K
Puts
$113K
Net Calls
+$779K
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$328M -$8.57M -236,261 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$261M +$544K +14,997 +0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$95.3M +$1.19M +32,857 +1%
Goldman Sachs
4
Goldman Sachs
New York
$80.4M +$1.46M +40,310 +2%
EARNEST Partners
5
EARNEST Partners
Georgia
$72.6M +$959K +26,429 +1%
State Street
6
State Street
Massachusetts
$69.9M +$3.22M +88,677 +5%
Wells Fargo
7
Wells Fargo
California
$59.6M +$1.77M +48,640 +3%
Northern Trust
8
Northern Trust
Illinois
$56.9M +$4.85M +133,720 +9%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$52.2M +$451K +12,435 +0.8%
DPIM
10
Duff & Phelps Investment Management
Illinois
$51.3M -$2.71M -74,575 -5%
Ameriprise
11
Ameriprise
Minnesota
$50.4M -$385K -10,597 -0.7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$50.3M -$1.06M -29,309 -2%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$37.6M +$633K +17,456 +2%
Macquarie Group
14
Macquarie Group
Australia
$33.3M +$10.4M +286,007 +42%
Victory Capital Management
15
Victory Capital Management
Texas
$24.2M +$1.67M +46,052 +7%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$21.7M +$1.39M +38,394 +6%
Invesco
17
Invesco
Georgia
$21.7M -$2.61M -72,046 -10%
First Trust Advisors
18
First Trust Advisors
Illinois
$21.5M -$1.55M -42,835 -6%
Principal Financial Group
19
Principal Financial Group
Iowa
$21M -$1.2M -33,027 -5%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$19.9M +$272K +7,494 +1%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$18.1M -$7.01M -193,200 -27%
RMA
22
Roffman Miller Associates
Pennsylvania
$17.4M +$446K +12,299 +2%
KTA
23
Keeley-Teton Advisors
Illinois
$16.8M -$15.1M -414,822 -46%
ORIO
24
Old Republic International (ORI)
Illinois
$16.6M
Norges Bank
25
Norges Bank
Norway
$16.4M -$881K -24,276 -5%

SJI Hedge Fund Activity: Q2 2017 in Review

215 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q2 2017, worth a combined $1.91B — down 4.3% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SJI positions and 18 closed out — a net gain of 2 holders — while 76 added to existing stakes and 66 trimmed.

The largest buyer was Macquarie Group, adding an estimated $10.4M. The largest seller was Keeley-Teton Advisors, cutting an estimated $15.1M.

  • 215 institutional investors held South Jersey Industries, Inc. (SJI) as of Q2 2017, up from 213 in Q1 2017.
  • Funds reported $1.91B of South Jersey Industries, Inc. stock for Q2 2017, down 4.3% quarter-over-quarter.
  • 20 funds opened new South Jersey Industries, Inc. positions in Q2 2017 and 18 closed out, a net change of +2 holders.
  • The largest South Jersey Industries, Inc. buyer in Q2 2017 was Macquarie Group, an estimated $10.4M added.
  • The largest South Jersey Industries, Inc. seller in Q2 2017 was Keeley-Teton Advisors, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2017.