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SJI

South Jersey Industries, Inc.

Delisted

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

257 hedge funds and large institutions have $2.45B invested in South Jersey Industries, Inc. in 2018 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 96 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 15

60% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 60

45% more capital invested

Capital invested by funds: $1.7B → $2.45B (+$758M)

17% more funds holding

Funds holding: 219257 (+38)

Holders
257
Holders Change
+38
Holders Change %
+17.35%
% of All Funds
5.88%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
54
Increased
96
Reduced
60
Closed
15
Calls
$1.35M
Puts
Net Calls
+$1.35M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$397M +$47.8M +1,523,108 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$296M +$23.9M +763,212 +9%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$143M +$65.8M +2,097,594 +97%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$125M +$51.9M +1,655,127 +80%
Goldman Sachs
5
Goldman Sachs
New York
$98.8M -$3.36M -107,226 -4%
State Street
6
State Street
Massachusetts
$76.3M +$7.11M +226,742 +11%
EARNEST Partners
7
EARNEST Partners
Georgia
$73.2M -$227K -7,240 -0.3%
Macquarie Group
8
Macquarie Group
Australia
$61.4M +$5.46M +173,883 +10%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$58.1M +$3.01M +96,020 +6%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$51.6M +$48.3M +1,540,743 New
DPIM
11
Duff & Phelps Investment Management
Illinois
$50.2M
Ameriprise
12
Ameriprise
Minnesota
$49.6M +$6.14M +195,693 +15%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$49.4M +$1.67M +53,211 +4%
WHRC
14
W.H. Reaves & Co
New Jersey
$38.3M +$18.5M +590,225 +107%
Northern Trust
15
Northern Trust
Illinois
$35.6M +$2.71M +86,383 +9%
Renaissance Technologies
16
Renaissance Technologies
New York
$35.6M +$1.2M +38,100 +4%
Invesco
17
Invesco
Georgia
$32.4M -$5.4M -172,038 -15%
Wells Fargo
18
Wells Fargo
California
$30.9M -$33.8M -1,076,724 -54%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$26.7M +$2.95M +94,137 +13%
KCM
20
Kennedy Capital Management
Missouri
$25.4M +$1.14M +36,186 +5%
First Trust Advisors
21
First Trust Advisors
Illinois
$24.7M -$1.38M -44,029 -6%
TA
22
Teachers Advisors
New York
$24.7M +$181K +5,759 +0.8%
ORIO
23
Old Republic International (ORI)
Illinois
$23.3M
Bank of America
24
Bank of America
North Carolina
$23M +$10.8M +345,234 +101%
Millennium Management
25
Millennium Management
New York
$22.7M +$12.2M +388,535 +134%

SJI Hedge Fund Activity: Q2 2018 in Review

257 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q2 2018, worth a combined $2.45B — up 45% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SJI positions and 15 closed out — a net gain of 39 holders — while 96 added to existing stakes and 60 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $65.8M. The largest seller was Wells Fargo, cutting an estimated $33.8M.

  • 257 institutional investors held South Jersey Industries, Inc. (SJI) as of Q2 2018, up from 219 in Q1 2018.
  • Funds reported $2.45B of South Jersey Industries, Inc. stock for Q2 2018, up 45% quarter-over-quarter.
  • 54 funds opened new South Jersey Industries, Inc. positions in Q2 2018 and 15 closed out, a net change of +39 holders.
  • The largest South Jersey Industries, Inc. buyer in Q2 2018 was T. Rowe Price Associates, an estimated $65.8M added.
  • The largest South Jersey Industries, Inc. seller in Q2 2018 was Wells Fargo, an estimated $33.8M sold.

Based on aggregated 13F filings for Q2 2018.