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SJI

South Jersey Industries, Inc.

Delisted

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

237 hedge funds and large institutions have $2.48B invested in South Jersey Industries, Inc. in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 105 increasing their positions, 53 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 53

22% more capital invested

Capital invested by funds: $2.03B → $2.48B (+$448M)

0% less funds holding

Funds holding: 238237 (-1)

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
237
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
5.13%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
105
Reduced
53
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$442M +$30.5M +1,007,120 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$328M +$27.8M +918,880 +10%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$146M +$30.4M +1,003,949 +28%
Macquarie Group
4
Macquarie Group
Australia
$93.5M +$8.49M +280,559 +11%
State Street
5
State Street
Massachusetts
$85.7M +$6.43M +212,489 +9%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$82.4M +$20.8M +685,614 +36%
EARNEST Partners
7
EARNEST Partners
Georgia
$68.9M +$201K +6,625 +0.3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$56.4M +$83.5K +2,757 +0.2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$54M +$3.54M +116,823 +7%
DPIM
10
Duff & Phelps Investment Management
Illinois
$48.1M
Ameriprise
11
Ameriprise
Minnesota
$47.9M +$1.89M +62,316 +4%
CCM
12
Channing Capital Management
Illinois
$45.4M +$3.75M +123,915 +10%
WHRC
13
W.H. Reaves & Co
New Jersey
$44.5M +$958K +31,641 +2%
WHG
14
Westwood Holdings Group
Texas
$44.5M +$28M +926,264 +200%
O
15
OppenheimerFunds
New York
$39.5M +$17.7M +585,779 +91%
Invesco
16
Invesco
Georgia
$38.7M +$6.63M +219,061 +22%
ORIO
17
Old Republic International (ORI)
Illinois
$38.3M +$14.3M +472,000 +65%
Northern Trust
18
Northern Trust
Illinois
$37.7M +$2.53M +83,548 +8%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$33.7M +$4.73M +156,377 +17%
First Trust Advisors
20
First Trust Advisors
Illinois
$32.8M +$2.15M +71,109 +7%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$26.2M +$914K +30,177 +4%
N
22
Nuveen
North Carolina
$25M +$1.09M +36,059 +5%
Principal Financial Group
23
Principal Financial Group
Iowa
$24M +$1.41M +46,736 +7%
Wells Fargo
24
Wells Fargo
California
$24M +$514K +16,964 +2%
KCM
25
Kennedy Capital Management
Missouri
$23.3M -$2.7M -89,349 -11%

SJI Hedge Fund Activity: Q1 2019 in Review

237 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q1 2019, worth a combined $2.48B — up 22% from $2.03B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SJI and 33 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 105 added.

The largest buyer was BlackRock, adding an estimated $30.5M. The largest seller was Goldman Sachs, cutting an estimated $63.1M.

  • 237 institutional investors held South Jersey Industries, Inc. (SJI) as of Q1 2019, down from 238 in Q4 2018.
  • Funds reported $2.48B of South Jersey Industries, Inc. stock for Q1 2019, up 22% quarter-over-quarter.
  • 33 funds opened new South Jersey Industries, Inc. positions in Q1 2019 and 34 closed out, a net change of -1 holder.
  • The largest South Jersey Industries, Inc. buyer in Q1 2019 was BlackRock, an estimated $30.5M added.
  • The largest South Jersey Industries, Inc. seller in Q1 2019 was Goldman Sachs, an estimated $63.1M sold.

Based on aggregated 13F filings for Q1 2019.