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SJI

South Jersey Industries, Inc.

Delisted

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

215 hedge funds and large institutions have $2.12B invested in South Jersey Industries, Inc. in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 79 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more call options, than puts

Call options by funds: $139K | Put options by funds: $27K

7% more capital invested

Capital invested by funds: $1.98B → $2.12B (+$142M)

4% less funds holding

Funds holding: 224215 (-9)

10% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 79

30% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 30

Holders
215
Holders Change
-9
Holders Change %
-4.02%
% of All Funds
4.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
71
Reduced
79
Closed
30
Calls
$139K
Puts
$27K
Net Calls
+$112K
Net Calls Change
-$226K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$353M +$3.51M +133,151 +1%
State Street
2
State Street
Massachusetts
$265M +$44.4M +1,682,239 +19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$262M -$5.27M -199,832 -2%
Macquarie Group
4
Macquarie Group
Australia
$132M -$4.95M -187,815 -3%
Barclays
5
Barclays
United Kingdom
$64.6M +$65.9M +2,501,518 +3,013%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$56.3M -$1.05M -39,894 -2%
CS
7
Credit Suisse
Switzerland
$52.8M +$54.1M +2,051,346 +3,389%
Diamond Hill Capital Management
8
Diamond Hill Capital Management
Ohio
$51.9M -$1.4M -53,045 -2%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$49.8M +$6.01M +228,000 +13%
First Trust Advisors
10
First Trust Advisors
Illinois
$48.7M +$6.89M +261,490 +16%
Invesco
11
Invesco
Georgia
$41.6M -$9.43M -357,661 -18%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$40.9M -$2.49M -94,458 -5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$40.1M +$2.29M +86,717 +6%
DPIM
14
Duff & Phelps Investment Management
Illinois
$37.5M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$33M +$848K +32,166 +2%
Northern Trust
16
Northern Trust
Illinois
$31.7M +$1.38M +52,338 +4%
ORIO
17
Old Republic International (ORI)
Illinois
$29.9M
Ameriprise
18
Ameriprise
Minnesota
$25.8M -$5.76M -218,456 -17%
Norges Bank
19
Norges Bank
Norway
$24.8M +$9.67M +366,966 +59%
WHG
20
Westwood Holdings Group
Texas
$23.9M -$347K -13,176 -1%
CCM
21
Channing Capital Management
Illinois
$21.5M +$22.7M +861,102 New
Charles Schwab
22
Charles Schwab
California
$19.8M -$243K -9,225 -1%
Fidelity International
23
Fidelity International
Bermuda
$19.7M +$22.7K +862 +0.1%
Principal Financial Group
24
Principal Financial Group
Iowa
$19.1M +$1.48M +56,064 +8%
ZP
25
Zimmer Partners
New York
$18.7M +$19.8M +750,000 New

SJI Hedge Fund Activity: Q2 2020 in Review

215 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q2 2020, worth a combined $2.12B — up 7.2% from $1.98B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of SJI and 21 opened new positions — a net loss of 9 holders — while 79 trimmed existing stakes and 71 added.

The largest buyer was Barclays, adding an estimated $65.9M. The largest seller was W.H. Reaves & Co, cutting an estimated $21.1M.

  • 215 institutional investors held South Jersey Industries, Inc. (SJI) as of Q2 2020, down from 224 in Q1 2020.
  • Funds reported $2.12B of South Jersey Industries, Inc. stock for Q2 2020, up 7.2% quarter-over-quarter.
  • 21 funds opened new South Jersey Industries, Inc. positions in Q2 2020 and 30 closed out, a net change of -9 holders.
  • The largest South Jersey Industries, Inc. buyer in Q2 2020 was Barclays, an estimated $65.9M added.
  • The largest South Jersey Industries, Inc. seller in Q2 2020 was W.H. Reaves & Co, an estimated $21.1M sold.

Based on aggregated 13F filings for Q2 2020.