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SJI

South Jersey Industries, Inc.

Delisted

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

213 hedge funds and large institutions have $1.67B invested in South Jersey Industries, Inc. in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 107 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 42

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

1% less funds holding

Funds holding: 215213 (-2)

21% less capital invested

Capital invested by funds: $2.12B → $1.67B (-$450M)

91% less call options, than puts

Call options by funds: $72K | Put options by funds: $817K

Holders
213
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
4.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
107
Reduced
42
Closed
26
Calls
$72K
Puts
$817K
Net Calls
-$745K
Net Calls Change
-$857K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$289M +$20.3M +904,878 +6%
State Street
2
State Street
Massachusetts
$220M +$18.1M +807,229 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$208M +$6.73M +300,455 +3%
Macquarie Group
4
Macquarie Group
Australia
$102M +$258K +11,517 +0.2%
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$57.4M +$20.2M +903,890 +44%
Invesco
6
Invesco
Georgia
$49.5M +$20.2M +902,925 +54%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$42.1M +$4.25M +189,956 +10%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$38.8M -$5.36M -239,568 -11%
CS
9
Credit Suisse
Switzerland
$35.8M -$5.71M -255,217 -12%
Barclays
10
Barclays
United Kingdom
$33.6M -$18.9M -843,237 -33%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$30.3M -$1.36M -60,902 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$29.6M -$1.63M -72,664 -5%
DPIM
13
Duff & Phelps Investment Management
Illinois
$28.9M
WHG
14
Westwood Holdings Group
Texas
$27.2M +$10.2M +457,304 +48%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$27.1M +$1.93M +86,378 +7%
Northern Trust
16
Northern Trust
Illinois
$24.9M +$529K +23,620 +2%
ORIO
17
Old Republic International (ORI)
Illinois
$23M
JP Morgan Chase
18
JP Morgan Chase
New York
$19.5M +$15.4M +688,413 +210%
Norges Bank
19
Norges Bank
Norway
$18.5M -$759K -33,914 -3%
Principal Financial Group
20
Principal Financial Group
Iowa
$16.3M +$1.83M +81,906 +11%
Charles Schwab
21
Charles Schwab
California
$16.1M +$930K +41,565 +5%
Fidelity International
22
Fidelity International
Bermuda
$15.2M
Ameriprise
23
Ameriprise
Minnesota
$14.4M -$6.41M -286,232 -28%
N
24
Nuveen
North Carolina
$13.8M +$818K +36,561 +7%
Legal & General Group
25
Legal & General Group
United Kingdom
$13.4M +$1.67M +74,713 +12%

SJI Hedge Fund Activity: Q3 2020 in Review

213 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q3 2020, worth a combined $1.67B — down 21% from $2.12B a quarter earlier.

Fund positioning in SJI was balanced in Q3 2020: 26 funds opened new positions, 26 closed out, 107 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $20.3M. The largest seller was First Trust Advisors, cutting an estimated $42.2M.

  • 213 institutional investors held South Jersey Industries, Inc. (SJI) as of Q3 2020, down from 215 in Q2 2020.
  • Funds reported $1.67B of South Jersey Industries, Inc. stock for Q3 2020, down 21% quarter-over-quarter.
  • 26 funds opened new South Jersey Industries, Inc. positions in Q3 2020 and 26 closed out, a net change of 0 holders.
  • The largest South Jersey Industries, Inc. buyer in Q3 2020 was BlackRock, an estimated $20.3M added.
  • The largest South Jersey Industries, Inc. seller in Q3 2020 was First Trust Advisors, an estimated $42.2M sold.

Based on aggregated 13F filings for Q3 2020.