We are live on ! Find out more
SJI

South Jersey Industries, Inc.

Delisted

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

229 hedge funds and large institutions have $2.51B invested in South Jersey Industries, Inc. in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 71 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 71

3% less capital invested

Capital invested by funds: $2.58B → $2.51B (-$71.2M)

5% less funds holding

Funds holding: 242229 (-13)

39% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 33

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.32M

Holders
229
Holders Change
-13
Holders Change %
-5.37%
% of All Funds
5.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
76
Reduced
71
Closed
33
Calls
Puts
$1.32M
Net Calls
-$1.32M
Net Calls Change
-$173K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$462M +$4.38M +134,304 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$342M +$2.85M +87,412 +0.8%
Macquarie Group
3
Macquarie Group
Australia
$158M +$55.9M +1,711,408 +55%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$120M -$8.16M -249,915 -6%
State Street
5
State Street
Massachusetts
$90M -$1.9M -58,335 -2%
Invesco
6
Invesco
Georgia
$81.7M -$571K -17,479 -0.7%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$72.5M -$24M -736,134 -25%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$57.7M +$207K +6,328 +0.4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$56.2M -$1.65M -50,586 -3%
DPIM
10
Duff & Phelps Investment Management
Illinois
$49.4M
N
11
Nuveen
North Carolina
$44.7M -$824K -25,232 -2%
Ameriprise
12
Ameriprise
Minnesota
$41.8M -$7.27M -222,648 -15%
Northern Trust
13
Northern Trust
Illinois
$40.9M +$1.17M +35,740 +3%
First Trust Advisors
14
First Trust Advisors
Illinois
$40.8M +$7.6M +232,679 +23%
ORIO
15
Old Republic International (ORI)
Illinois
$39.3M
WHG
16
Westwood Holdings Group
Texas
$38.1M -$1.72M -52,602 -4%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$37.9M +$832K +25,493 +2%
CCM
18
Channing Capital Management
Illinois
$37.2M -$7.22M -221,018 -16%
Diamond Hill Capital Management
19
Diamond Hill Capital Management
Ohio
$36.6M +$778K +23,833 +2%
WHRC
20
W.H. Reaves & Co
New Jersey
$35.3M +$308K +9,431 +0.9%
Charles Schwab
21
Charles Schwab
California
$24.6M +$792K +24,248 +3%
Principal Financial Group
22
Principal Financial Group
Iowa
$24.3M -$111K -3,388 -0.5%
Fidelity International
23
Fidelity International
Bermuda
$23M
KCM
24
Kennedy Capital Management
Missouri
$21.9M -$2.35M -72,071 -10%
Norges Bank
25
Norges Bank
Norway
$21M

SJI Hedge Fund Activity: Q3 2019 in Review

229 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q3 2019, worth a combined $2.51B — down 2.8% from $2.58B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of SJI and 20 opened new positions — a net loss of 13 holders — while 71 trimmed existing stakes and 76 added.

The largest buyer was Macquarie Group, adding an estimated $55.9M. The largest seller was Massachusetts Financial Services, cutting an estimated $24M.

  • 229 institutional investors held South Jersey Industries, Inc. (SJI) as of Q3 2019, down from 242 in Q2 2019.
  • Funds reported $2.51B of South Jersey Industries, Inc. stock for Q3 2019, down 2.8% quarter-over-quarter.
  • 20 funds opened new South Jersey Industries, Inc. positions in Q3 2019 and 33 closed out, a net change of -13 holders.
  • The largest South Jersey Industries, Inc. buyer in Q3 2019 was Macquarie Group, an estimated $55.9M added.
  • The largest South Jersey Industries, Inc. seller in Q3 2019 was Massachusetts Financial Services, an estimated $24M sold.

Based on aggregated 13F filings for Q3 2019.