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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 $1.93B invested in South Jersey Industries, Inc. in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 78 increasing their positions, 65 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $639K | Put options by funds: $169K

20% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 65

1% more capital invested

Capital invested by funds: $1.91B → $1.93B (+$21.6M)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 215213 (-2)

Holders
213
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
5.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
78
Reduced
65
Closed
14
Calls
$639K
Puts
$169K
Net Calls
+$470K
Net Calls Change
-$309K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$342M +$9.85M +283,978 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$269M +$5.3M +152,846 +2%
Goldman Sachs
3
Goldman Sachs
New York
$84.7M +$3.47M +100,029 +4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$83.8M -$12.6M -361,694 -13%
EARNEST Partners
5
EARNEST Partners
Georgia
$74.5M +$1.12M +32,184 +2%
State Street
6
State Street
Massachusetts
$67.7M -$2.97M -85,677 -4%
Wells Fargo
7
Wells Fargo
California
$65.9M +$5.71M +164,517 +9%
Northern Trust
8
Northern Trust
Illinois
$57.6M +$70.2K +2,024 +0.1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$53.7M +$973K +28,053 +2%
DPIM
10
Duff & Phelps Investment Management
Illinois
$51.8M
Ameriprise
11
Ameriprise
Minnesota
$50.8M -$106K -3,059 -0.2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$49.4M -$1.4M -40,346 -3%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$38M +$67K +1,930 +0.2%
Macquarie Group
14
Macquarie Group
Australia
$37.4M +$3.8M +109,455 +11%
Victory Capital Management
15
Victory Capital Management
Texas
$36.6M +$12.2M +351,628 +50%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$22.4M +$490K +14,118 +2%
First Trust Advisors
17
First Trust Advisors
Illinois
$21.2M -$549K -15,836 -3%
Principal Financial Group
18
Principal Financial Group
Iowa
$21M -$233K -6,716 -1%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$20.1M
Invesco
20
Invesco
Georgia
$19.8M -$2.14M -61,548 -10%
RMA
21
Roffman Miller Associates
Pennsylvania
$18.3M +$708K +20,395 +4%
Renaissance Technologies
22
Renaissance Technologies
New York
$18M +$7.08M +203,936 +64%
Bank of America
23
Bank of America
North Carolina
$17.5M +$2.54M +73,162 +17%
ORIO
24
Old Republic International (ORI)
Illinois
$16.7M
VDI
25
Vaughan David Investments
Illinois
$16.4M -$157K -4,525 -0.9%

SJI Hedge Fund Activity: Q3 2017 in Review

213 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q3 2017, worth a combined $1.93B — up 1.1% from $1.91B a quarter earlier.

Fund positioning in SJI was balanced in Q3 2017: 14 funds opened new positions, 14 closed out, 78 added to existing stakes and 65 trimmed.

The largest buyer was Millennium Management, adding an estimated $14.4M. The largest seller was Keeley-Teton Advisors, cutting an estimated $15.4M.

  • 213 institutional investors held South Jersey Industries, Inc. (SJI) as of Q3 2017, down from 215 in Q2 2017.
  • Funds reported $1.93B of South Jersey Industries, Inc. stock for Q3 2017, up 1.1% quarter-over-quarter.
  • 14 funds opened new South Jersey Industries, Inc. positions in Q3 2017 and 14 closed out, a net change of 0 holders.
  • The largest South Jersey Industries, Inc. buyer in Q3 2017 was Millennium Management, an estimated $14.4M added.
  • The largest South Jersey Industries, Inc. seller in Q3 2017 was Keeley-Teton Advisors, an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2017.