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SJI

South Jersey Industries, Inc.

Delisted

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

242 hedge funds and large institutions have $2.58B invested in South Jersey Industries, Inc. in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 78 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

2% more funds holding

Funds holding: 237242 (+5)

8% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 72

4% more capital invested

Capital invested by funds: $2.48B → $2.58B (+$102M)

85% less call options, than puts

Call options by funds: $206K | Put options by funds: $1.35M

Holders
242
Holders Change
+5
Holders Change %
+2.11%
% of All Funds
5.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
78
Reduced
72
Closed
26
Calls
$206K
Puts
$1.35M
Net Calls
-$1.14M
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$469M +$4.55M +140,843 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$347M +$2.75M +85,198 +0.8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$132M -$20.5M -634,357 -14%
Macquarie Group
4
Macquarie Group
Australia
$105M +$5.94M +183,830 +6%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$99.1M +$12M +371,225 +14%
State Street
6
State Street
Massachusetts
$94.2M +$3.89M +120,268 +5%
Invesco
7
Invesco
Georgia
$84.3M +$41.7M +1,291,495 +107%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$59.3M +$2.37M +73,343 +4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$58.9M -$410K -12,697 -0.7%
DPIM
10
Duff & Phelps Investment Management
Illinois
$50.6M
Ameriprise
11
Ameriprise
Minnesota
$50.3M -$11.9K -367 -0%
N
12
Nuveen
North Carolina
$46.6M +$19.5M +602,653 +77%
CCM
13
Channing Capital Management
Illinois
$45.5M -$2.09M -64,525 -5%
WHG
14
Westwood Holdings Group
Texas
$40.8M -$5.76M -178,185 -13%
Northern Trust
15
Northern Trust
Illinois
$40.7M +$1.05M +32,437 +3%
ORIO
16
Old Republic International (ORI)
Illinois
$40.3M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$38M +$2.4M +74,261 +7%
Diamond Hill Capital Management
18
Diamond Hill Capital Management
Ohio
$36.7M +$21.1M +654,195 +151%
WHRC
19
W.H. Reaves & Co
New Jersey
$35.8M -$10.6M -327,033 -24%
First Trust Advisors
20
First Trust Advisors
Illinois
$33.9M -$502K -15,529 -2%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$26.2M +$5.53M +170,970 +28%
Principal Financial Group
22
Principal Financial Group
Iowa
$25M -$245K -7,573 -1%
KCM
23
Kennedy Capital Management
Missouri
$24.9M +$314K +9,709 +1%
Charles Schwab
24
Charles Schwab
California
$24.4M -$16.1K -498 -0.1%
DRZID
25
DePrince Race & Zollo Inc (DRZ)
Florida
$24.2M +$11.5M +356,598 +98%

SJI Hedge Fund Activity: Q2 2019 in Review

242 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q2 2019, worth a combined $2.58B — up 4.1% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SJI positions and 26 closed out — a net gain of 10 holders — while 78 added to existing stakes and 72 trimmed.

The largest buyer was Invesco, adding an estimated $41.7M. The largest seller was EARNEST Partners, cutting an estimated $68.5M.

  • 242 institutional investors held South Jersey Industries, Inc. (SJI) as of Q2 2019, up from 237 in Q1 2019.
  • Funds reported $2.58B of South Jersey Industries, Inc. stock for Q2 2019, up 4.1% quarter-over-quarter.
  • 36 funds opened new South Jersey Industries, Inc. positions in Q2 2019 and 26 closed out, a net change of +10 holders.
  • The largest South Jersey Industries, Inc. buyer in Q2 2019 was Invesco, an estimated $41.7M added.
  • The largest South Jersey Industries, Inc. seller in Q2 2019 was EARNEST Partners, an estimated $68.5M sold.

Based on aggregated 13F filings for Q2 2019.