We are live on ! Find out more
SJI

South Jersey Industries, Inc.

Delisted

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

219 hedge funds and large institutions have $1.7B invested in South Jersey Industries, Inc. in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 58

3% less capital invested

Capital invested by funds: $1.76B → $1.7B (-$59.7M)

4% less funds holding

Funds holding: 229219 (-10)

29% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 35

Holders
219
Holders Change
-10
Holders Change %
-4.37%
% of All Funds
5.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
88
Reduced
58
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$291M +$4.26M +151,592 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$228M +$7.6M +270,450 +3%
Goldman Sachs
3
Goldman Sachs
New York
$86.2M +$12.5M +444,000 +17%
EARNEST Partners
4
EARNEST Partners
Georgia
$61.8M +$1.29M +45,784 +2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$61M +$27.5M +977,086 +82%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$58.3M -$16.1M -574,156 -22%
State Street
7
State Street
Massachusetts
$57.8M +$85.8K +3,053 +0.1%
Wells Fargo
8
Wells Fargo
California
$56.3M +$3.5M +124,624 +7%
Macquarie Group
9
Macquarie Group
Australia
$46.8M +$6.76M +240,561 +17%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$46.2M +$419K +14,906 +0.9%
DPIM
11
Duff & Phelps Investment Management
Illinois
$42.2M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$40.1M +$425K +15,109 +1%
Ameriprise
13
Ameriprise
Minnesota
$36.2M +$1.41M +50,266 +4%
Invesco
14
Invesco
Georgia
$32.1M +$12.7M +450,266 +65%
Renaissance Technologies
15
Renaissance Technologies
New York
$28.9M +$11.8M +418,400 +69%
Northern Trust
16
Northern Trust
Illinois
$27.5M -$7.99M -284,358 -23%
First Trust Advisors
17
First Trust Advisors
Illinois
$22.1M +$1.05M +37,528 +5%
TA
18
Teachers Advisors
New York
$20.6M +$15.5M +550,904 +304%
KCM
19
Kennedy Capital Management
Missouri
$20.4M +$5.57M +198,184 +38%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$19.8M +$1.42M +50,410 +8%
ORIO
21
Old Republic International (ORI)
Illinois
$19.6M +$3.01M +107,000 +18%
Principal Financial Group
22
Principal Financial Group
Iowa
$17.4M +$432K +15,362 +3%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$16.3M
VDI
24
Vaughan David Investments
Illinois
$16.1M +$725K +25,785 +5%
RMA
25
Roffman Miller Associates
Pennsylvania
$15.9M +$583K +20,736 +4%

SJI Hedge Fund Activity: Q1 2018 in Review

219 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q1 2018, worth a combined $1.7B — down 3.4% from $1.76B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of SJI and 25 opened new positions — a net loss of 10 holders — while 58 trimmed existing stakes and 88 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $27.5M. The largest seller was Fidelity Investments, cutting an estimated $16.1M.

  • 219 institutional investors held South Jersey Industries, Inc. (SJI) as of Q1 2018, down from 229 in Q4 2017.
  • Funds reported $1.7B of South Jersey Industries, Inc. stock for Q1 2018, down 3.4% quarter-over-quarter.
  • 25 funds opened new South Jersey Industries, Inc. positions in Q1 2018 and 35 closed out, a net change of -10 holders.
  • The largest South Jersey Industries, Inc. buyer in Q1 2018 was T. Rowe Price Associates, an estimated $27.5M added.
  • The largest South Jersey Industries, Inc. seller in Q1 2018 was Fidelity Investments, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2018.