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SJI

South Jersey Industries, Inc.

Delisted

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

224 hedge funds and large institutions have $1.98B invested in South Jersey Industries, Inc. in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 75 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more call options, than puts

Call options by funds: $390K | Put options by funds: $52K

7% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 75

9% less funds holding

Funds holding: 247224 (-23)

23% less capital invested

Capital invested by funds: $2.57B → $1.98B (-$592M)

40% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 50

Holders
224
Holders Change
-23
Holders Change %
-9.31%
% of All Funds
4.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
80
Reduced
75
Closed
50
Calls
$390K
Puts
$52K
Net Calls
+$338K
Net Calls Change
+$911K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$350M -$8.23M -278,872 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$267M +$5.15M +174,680 +2%
State Street
3
State Street
Massachusetts
$222M +$179M +6,083,040 +225%
Macquarie Group
4
Macquarie Group
Australia
$136M +$516K +17,494 +0.3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$57.4M -$18.2M -615,119 -21%
Diamond Hill Capital Management
6
Diamond Hill Capital Management
Ohio
$53.2M +$8.62M +292,109 +16%
Invesco
7
Invesco
Georgia
$50.5M -$15M -509,367 -20%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$44.2M -$7.1M -240,538 -12%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$43.2M +$121K +4,085 +0.2%
First Trust Advisors
10
First Trust Advisors
Illinois
$42.2M +$5.44M +184,304 +12%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$38M +$306K +10,375 +0.7%
DPIM
12
Duff & Phelps Investment Management
Illinois
$37.5M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$32.2M +$2.74M +92,701 +8%
Ameriprise
14
Ameriprise
Minnesota
$31.3M -$104K -3,511 -0.3%
Northern Trust
15
Northern Trust
Illinois
$30.4M +$150K +5,099 +0.4%
ORIO
16
Old Republic International (ORI)
Illinois
$29.9M +$59K +2,000 +0.2%
N
17
Nuveen
North Carolina
$29.2M -$1.49M -50,387 -4%
WHG
18
Westwood Holdings Group
Texas
$24.2M -$8.63M -292,597 -23%
WHRC
19
W.H. Reaves & Co
New Jersey
$20.3M -$14.1M -477,221 -37%
Charles Schwab
20
Charles Schwab
California
$20M +$944K +32,008 +4%
Fidelity International
21
Fidelity International
Bermuda
$19.7M +$2.58M +87,565 +12%
Principal Financial Group
22
Principal Financial Group
Iowa
$17.7M -$885K -29,987 -4%
Goldman Sachs
23
Goldman Sachs
New York
$16.2M +$7.8M +264,285 +69%
Norges Bank
24
Norges Bank
Norway
$15.6M
VDI
25
Vaughan David Investments
Illinois
$15.2M +$203K +6,863 +1%

SJI Hedge Fund Activity: Q1 2020 in Review

224 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q1 2020, worth a combined $1.98B — down 23% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of SJI and 30 opened new positions — a net loss of 20 holders — while 75 trimmed existing stakes and 80 added.

The largest buyer was State Street, adding an estimated $179M. The largest seller was Fidelity Investments, cutting an estimated $18.2M.

  • 224 institutional investors held South Jersey Industries, Inc. (SJI) as of Q1 2020, down from 247 in Q4 2019.
  • Funds reported $1.98B of South Jersey Industries, Inc. stock for Q1 2020, down 23% quarter-over-quarter.
  • 30 funds opened new South Jersey Industries, Inc. positions in Q1 2020 and 50 closed out, a net change of -20 holders.
  • The largest South Jersey Industries, Inc. buyer in Q1 2020 was State Street, an estimated $179M added.
  • The largest South Jersey Industries, Inc. seller in Q1 2020 was Fidelity Investments, an estimated $18.2M sold.

Based on aggregated 13F filings for Q1 2020.