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SJI

South Jersey Industries, Inc.

Delisted

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

229 hedge funds and large institutions have $1.76B invested in South Jersey Industries, Inc. in 2017 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 20

28% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 64

8% more funds holding

Funds holding: 213229 (+16)

9% less capital invested

Capital invested by funds: $1.93B → $1.76B (-$174M)

Holders
229
Holders Change
+16
Holders Change %
+7.51%
% of All Funds
5.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
82
Reduced
64
Closed
20
Calls
$244K
Puts
Net Calls
+$244K
Net Calls Change
-$226K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$318M +$9.72M +294,094 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$244M +$1.44M +43,504 +0.6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$82.6M +$7.19M +217,490 +9%
Goldman Sachs
4
Goldman Sachs
New York
$81.7M +$5.4M +163,289 +7%
EARNEST Partners
5
EARNEST Partners
Georgia
$67.1M -$235K -7,105 -0.3%
State Street
6
State Street
Massachusetts
$64M +$2.92M +88,382 +5%
Wells Fargo
7
Wells Fargo
California
$58.5M -$1.12M -33,778 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$50.7M +$2.27M +68,693 +4%
DPIM
9
Duff & Phelps Investment Management
Illinois
$46.8M
Macquarie Group
10
Macquarie Group
Australia
$44.3M +$11.1M +335,372 +31%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$44M -$756K -22,882 -2%
Northern Trust
12
Northern Trust
Illinois
$39.4M -$13.4M -404,657 -24%
Ameriprise
13
Ameriprise
Minnesota
$38.6M -$7.81M -236,282 -16%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$37.1M +$2.84M +85,950 +8%
First Trust Advisors
15
First Trust Advisors
Illinois
$23.3M +$4.34M +131,428 +21%
Invesco
16
Invesco
Georgia
$21.5M +$3.84M +116,224 +20%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$20.4M +$85.9K +2,598 +0.4%
Renaissance Technologies
18
Renaissance Technologies
New York
$19M +$2.83M +85,564 +16%
Principal Financial Group
19
Principal Financial Group
Iowa
$18.8M -$150K -4,527 -0.7%
ORIO
20
Old Republic International (ORI)
Illinois
$18.4M +$3.47M +105,000 +22%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$18.1M -$93.3K -2,822 -0.5%
VDI
22
Vaughan David Investments
Illinois
$17M +$2.31M +69,980 +15%
RMA
23
Roffman Miller Associates
Pennsylvania
$17M +$448K +13,567 +3%
KCM
24
Kennedy Capital Management
Missouri
$16.4M +$9.71M +293,703 +127%
Charles Schwab
25
Charles Schwab
California
$15.2M +$924K +27,967 +6%

SJI Hedge Fund Activity: Q4 2017 in Review

229 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q4 2017, worth a combined $1.76B — down 9% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SJI positions and 20 closed out — a net gain of 17 holders — while 82 added to existing stakes and 64 trimmed.

The largest buyer was Macquarie Group, adding an estimated $11.1M. The largest seller was Victory Capital Management, exiting entirely with an estimated $36.6M sold.

  • 229 institutional investors held South Jersey Industries, Inc. (SJI) as of Q4 2017, up from 213 in Q3 2017.
  • Funds reported $1.76B of South Jersey Industries, Inc. stock for Q4 2017, down 9% quarter-over-quarter.
  • 37 funds opened new South Jersey Industries, Inc. positions in Q4 2017 and 20 closed out, a net change of +17 holders.
  • The largest South Jersey Industries, Inc. buyer in Q4 2017 was Macquarie Group, an estimated $11.1M added.
  • The largest South Jersey Industries, Inc. seller in Q4 2017 was Victory Capital Management, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2017.