We are live on ! Find out more
SJI

South Jersey Industries, Inc.

Delisted

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

244 hedge funds and large institutions have $2.33B invested in South Jersey Industries, Inc. in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 24

20% more capital invested

Capital invested by funds: $1.93B → $2.33B (+$395M)

17% more funds holding

Funds holding: 209244 (+35)

13% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 70

27% less call options, than puts

Call options by funds: $2.91M | Put options by funds: $4M

Holders
244
Holders Change
+35
Holders Change %
+16.75%
% of All Funds
4.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
61
Increased
79
Reduced
70
Closed
24
Calls
$2.91M
Puts
$4M
Net Calls
-$1.08M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$371M +$14.3M +604,340 +4%
State Street
2
State Street
Massachusetts
$299M -$22.6M -953,337 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$254M +$3.92M +165,504 +1%
Macquarie Group
4
Macquarie Group
Australia
$122M -$3.27M -138,010 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$80.9M +$39.6M +1,673,558 +88%
Diamond Hill Capital Management
6
Diamond Hill Capital Management
Ohio
$72.2M +$7.66M +323,470 +11%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$54.6M +$4.35M +183,955 +8%
ZP
8
Zimmer Partners
New York
$51M +$53.5M +2,259,113 New
WHG
9
Westwood Holdings Group
Texas
$47.2M +$8.43M +356,333 +21%
Point72 Asset Management
10
Point72 Asset Management
Connecticut
$45.3M +$45.9M +1,938,560 +2,960%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$43.8M -$809K -34,200 -2%
Millennium Management
12
Millennium Management
New York
$40.7M +$41.5M +1,751,684 +3,387%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$36.7M +$2.82M +118,970 +8%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$35.7M +$1.55M +65,488 +4%
DPIM
15
Duff & Phelps Investment Management
Illinois
$33.9M
American Century Companies
16
American Century Companies
Missouri
$31.9M +$33.5M +1,413,367 New
Invesco
17
Invesco
Georgia
$31M -$11.1M -468,392 -25%
Northern Trust
18
Northern Trust
Illinois
$27.4M -$1.01M -42,544 -3%
ORIO
19
Old Republic International (ORI)
Illinois
$27M
Norges Bank
20
Norges Bank
Norway
$23.7M -$2.06M -86,834 -8%
Fidelity International
21
Fidelity International
Bermuda
$22.5M +$4.89M +206,759 +26%
N
22
Nuveen
North Carolina
$21M +$8.81M +372,194 +67%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$20.7M +$2.21M +93,343 +11%
Ameriprise
24
Ameriprise
Minnesota
$20.7M +$2.85M +120,582 +15%
Principal Financial Group
25
Principal Financial Group
Iowa
$20.4M +$398K +16,815 +2%

SJI Hedge Fund Activity: Q1 2021 in Review

244 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q1 2021, worth a combined $2.33B — up 20% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SJI positions and 24 closed out — a net gain of 37 holders — while 79 added to existing stakes and 70 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $53.5M. The largest seller was Barclays, cutting an estimated $38.3M.

  • 244 institutional investors held South Jersey Industries, Inc. (SJI) as of Q1 2021, up from 209 in Q4 2020.
  • Funds reported $2.33B of South Jersey Industries, Inc. stock for Q1 2021, up 20% quarter-over-quarter.
  • 61 funds opened new South Jersey Industries, Inc. positions in Q1 2021 and 24 closed out, a net change of +37 holders.
  • The largest South Jersey Industries, Inc. buyer in Q1 2021 was Zimmer Partners, an estimated $53.5M added.
  • The largest South Jersey Industries, Inc. seller in Q1 2021 was Barclays, an estimated $38.3M sold.

Based on aggregated 13F filings for Q1 2021.