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SJI

South Jersey Industries, Inc.

Delisted

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

238 hedge funds and large institutions have $2.03B invested in South Jersey Industries, Inc. in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 61 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 61

3% less funds holding

Funds holding: 245238 (-7)

14% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 43

20% less capital invested

Capital invested by funds: $2.53B → $2.03B (-$502M)

Holders
238
Holders Change
-7
Holders Change %
-2.86%
% of All Funds
5.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
37
Increased
94
Reduced
61
Closed
43
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$355M +$12.6M +399,375 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$258M +$10.3M +325,281 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$98.4M -$3.97M -125,418 -3%
Macquarie Group
4
Macquarie Group
Australia
$73.3M +$11.4M +360,320 +16%
State Street
5
State Street
Massachusetts
$67.7M -$272K -8,602 -0.4%
Goldman Sachs
6
Goldman Sachs
New York
$67.4M -$4.12M -130,199 -5%
EARNEST Partners
7
EARNEST Partners
Georgia
$59.6M -$858K -27,113 -1%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$52.3M +$2.8M +88,381 +5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$48.9M +$549K +17,338 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$43.6M +$1.1M +34,721 +2%
DPIM
11
Duff & Phelps Investment Management
Illinois
$41.7M
Ameriprise
12
Ameriprise
Minnesota
$39.7M -$3.56M -112,370 -7%
WHRC
13
W.H. Reaves & Co
New Jersey
$37.7M +$16.2M +512,156 +61%
CCM
14
Channing Capital Management
Illinois
$35.9M +$40.9M +1,290,594 New
Northern Trust
15
Northern Trust
Illinois
$30.3M +$94.9K +2,997 +0.3%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$27.5M -$103M -3,251,537 -77%
Invesco
17
Invesco
Georgia
$27.5M -$911K -28,766 -3%
First Trust Advisors
18
First Trust Advisors
Illinois
$26.4M +$7.52M +237,685 +33%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$24.9M +$1.35M +42,543 +5%
KCM
20
Kennedy Capital Management
Missouri
$22.7M +$2.16M +68,228 +9%
Renaissance Technologies
21
Renaissance Technologies
New York
$21.9M +$2.72M +85,900 +12%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$21.8M +$6.94M +219,078 +39%
N
23
Nuveen
North Carolina
$20.7M -$2.56M -80,912 -10%
Wells Fargo
24
Wells Fargo
California
$20.3M -$1.02M -32,290 -4%
ORIO
25
Old Republic International (ORI)
Illinois
$20.1M +$791K +25,000 +4%

SJI Hedge Fund Activity: Q4 2018 in Review

238 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q4 2018, worth a combined $2.03B — down 20% from $2.53B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SJI and 37 opened new positions — a net loss of 6 holders — while 61 trimmed existing stakes and 94 added.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $40.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $103M.

  • 238 institutional investors held South Jersey Industries, Inc. (SJI) as of Q4 2018, down from 245 in Q3 2018.
  • Funds reported $2.03B of South Jersey Industries, Inc. stock for Q4 2018, down 20% quarter-over-quarter.
  • 37 funds opened new South Jersey Industries, Inc. positions in Q4 2018 and 43 closed out, a net change of -6 holders.
  • The largest South Jersey Industries, Inc. buyer in Q4 2018 was Channing Capital Management, an estimated $40.9M added.
  • The largest South Jersey Industries, Inc. seller in Q4 2018 was T. Rowe Price Associates, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2018.