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SJI

South Jersey Industries, Inc.

Delisted

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

247 hedge funds and large institutions have $2.57B invested in South Jersey Industries, Inc. in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 79 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

8% more funds holding

Funds holding: 229247 (+18)

5% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 75

3% more capital invested

Capital invested by funds: $2.51B → $2.57B (+$68.6M)

32% less call options, than puts

Call options by funds: $1.24M | Put options by funds: $1.81M

Holders
247
Holders Change
+18
Holders Change %
+7.86%
% of All Funds
4.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
79
Reduced
75
Closed
20
Calls
$1.24M
Puts
$1.81M
Net Calls
-$573K
Net Calls Change
+$743K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$470M +$6.7M +212,313 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$346M +$3.69M +117,038 +1%
Macquarie Group
3
Macquarie Group
Australia
$179M +$19.7M +625,614 +13%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$96M -$23.7M -749,993 -20%
State Street
5
State Street
Massachusetts
$89M -$401K -12,724 -0.5%
Invesco
6
Invesco
Georgia
$83.5M +$1.55M +49,137 +2%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$66.2M -$6.19M -196,342 -9%
Diamond Hill Capital Management
8
Diamond Hill Capital Management
Ohio
$60.6M +$22.9M +724,775 +65%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$56.9M -$896K -28,399 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$49.8M -$6.22M -197,266 -12%
First Trust Advisors
11
First Trust Advisors
Illinois
$49.6M +$8.32M +263,870 +21%
DPIM
12
Duff & Phelps Investment Management
Illinois
$49.5M
WHRC
13
W.H. Reaves & Co
New Jersey
$42.5M +$6.87M +217,676 +20%
WHG
14
Westwood Holdings Group
Texas
$41.6M +$3.27M +103,805 +9%
Ameriprise
15
Ameriprise
Minnesota
$41.4M -$434K -13,757 -1%
N
16
Nuveen
North Carolina
$40.2M -$4.38M -138,757 -10%
Northern Trust
17
Northern Trust
Illinois
$39.9M -$1.05M -33,157 -3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$39.4M +$1.34M +42,614 +4%
ORIO
19
Old Republic International (ORI)
Illinois
$39.4M
Charles Schwab
20
Charles Schwab
California
$25.4M +$709K +22,466 +3%
Principal Financial Group
21
Principal Financial Group
Iowa
$24.4M +$70.8K +2,245 +0.3%
Millennium Management
22
Millennium Management
New York
$23.5M +$22.1M +699,120 +5,371%
Fidelity International
23
Fidelity International
Bermuda
$23.1M +$28.7K +911 +0.1%
Wells Fargo
24
Wells Fargo
California
$22.5M +$7.37M +233,652 +52%
Norges Bank
25
Norges Bank
Norway
$20.6M -$397K -12,579 -2%

SJI Hedge Fund Activity: Q4 2019 in Review

247 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q4 2019, worth a combined $2.57B — up 2.7% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SJI positions and 20 closed out — a net gain of 25 holders — while 79 added to existing stakes and 75 trimmed.

The largest buyer was Diamond Hill Capital Management, adding an estimated $22.9M. The largest seller was Channing Capital Management, exiting entirely with an estimated $37.2M sold.

  • 247 institutional investors held South Jersey Industries, Inc. (SJI) as of Q4 2019, up from 229 in Q3 2019.
  • Funds reported $2.57B of South Jersey Industries, Inc. stock for Q4 2019, up 2.7% quarter-over-quarter.
  • 45 funds opened new South Jersey Industries, Inc. positions in Q4 2019 and 20 closed out, a net change of +25 holders.
  • The largest South Jersey Industries, Inc. buyer in Q4 2019 was Diamond Hill Capital Management, an estimated $22.9M added.
  • The largest South Jersey Industries, Inc. seller in Q4 2019 was Channing Capital Management, an estimated $37.2M sold.

Based on aggregated 13F filings for Q4 2019.