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SJI

South Jersey Industries, Inc.

Delisted

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

209 hedge funds and large institutions have $1.93B invested in South Jersey Industries, Inc. in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 63

16% more capital invested

Capital invested by funds: $1.67B → $1.93B (+$260M)

3% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 33

6% less call options, than puts

Call options by funds: $504K | Put options by funds: $534K

2% less funds holding

Funds holding: 213209 (-4)

Holders
209
Holders Change
-4
Holders Change %
-1.88%
% of All Funds
3.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
83
Reduced
63
Closed
33
Calls
$504K
Puts
$534K
Net Calls
-$30K
Net Calls Change
+$715K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$341M +$17.5M +812,302 +5%
State Street
2
State Street
Massachusetts
$302M +$59.1M +2,736,095 +24%
Vanguard Group
3
Vanguard Group
Pennsylvania
$239M +$6.55M +303,478 +3%
Macquarie Group
4
Macquarie Group
Australia
$119M +$5.72M +265,032 +5%
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$61.9M -$2.32M -107,309 -4%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$48.1M +$1.07M +49,632 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$42.5M +$9.49M +439,427 +29%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$41.1M -$2.3M -106,472 -5%
Invesco
9
Invesco
Georgia
$39.7M -$15.7M -725,356 -28%
Barclays
10
Barclays
United Kingdom
$37.6M +$94.9K +4,393 +0.3%
WHG
11
Westwood Holdings Group
Texas
$37.3M +$6.88M +318,607 +23%
CS
12
Credit Suisse
Switzerland
$33.2M -$6.84M -316,896 -17%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$32.7M -$1.26M -58,267 -4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$32.4M +$2.13M +98,732 +7%
DPIM
15
Duff & Phelps Investment Management
Illinois
$32.3M
Northern Trust
16
Northern Trust
Illinois
$27M -$790K -36,605 -3%
ORIO
17
Old Republic International (ORI)
Illinois
$25.8M
Norges Bank
18
Norges Bank
Norway
$24.5M +$3.84M +177,640 +19%
Morgan Stanley
19
Morgan Stanley
New York
$20.8M +$5.93M +274,678 +40%
Principal Financial Group
20
Principal Financial Group
Iowa
$19.1M +$844K +39,102 +5%
Charles Schwab
21
Charles Schwab
California
$18.5M +$580K +26,858 +3%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$17.8M +$5.57M +257,802 +45%
Ameriprise
23
Ameriprise
Minnesota
$17.1M +$1.03M +47,705 +6%
Fidelity International
24
Fidelity International
Bermuda
$17M
JP Morgan Chase
25
JP Morgan Chase
New York
$15.4M -$6.48M -300,336 -30%

SJI Hedge Fund Activity: Q4 2020 in Review

209 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q4 2020, worth a combined $1.93B — up 16% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of SJI and 32 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 83 added.

The largest buyer was State Street, adding an estimated $59.1M. The largest seller was Invesco, cutting an estimated $15.7M.

  • 209 institutional investors held South Jersey Industries, Inc. (SJI) as of Q4 2020, down from 213 in Q3 2020.
  • Funds reported $1.93B of South Jersey Industries, Inc. stock for Q4 2020, up 16% quarter-over-quarter.
  • 32 funds opened new South Jersey Industries, Inc. positions in Q4 2020 and 33 closed out, a net change of -1 holder.
  • The largest South Jersey Industries, Inc. buyer in Q4 2020 was State Street, an estimated $59.1M added.
  • The largest South Jersey Industries, Inc. seller in Q4 2020 was Invesco, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2020.