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SJI

South Jersey Industries, Inc.

Delisted

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

218 hedge funds and large institutions have $2.76B invested in South Jersey Industries, Inc. in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 61 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 61

18% more capital invested

Capital invested by funds: $2.33B → $2.76B (+$427M)

11% less funds holding

Funds holding: 244218 (-26)

41% less call options, than puts

Call options by funds: $2.81M | Put options by funds: $4.79M

52% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 50

Holders
218
Holders Change
-26
Holders Change %
-10.66%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
105
Reduced
61
Closed
50
Calls
$2.81M
Puts
$4.79M
Net Calls
-$1.98M
Net Calls Change
-$893K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$626M +$279M +10,825,662 +83%
BlackRock
2
BlackRock
New York
$460M +$34.1M +1,322,083 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$325M +$33.3M +1,291,792 +11%
Macquarie Group
4
Macquarie Group
Australia
$133M -$7.06M -274,050 -5%
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$71.8M -$11M -427,173 -13%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$63.8M +$1.06M +41,225 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$60.5M -$32.2M -1,248,090 -35%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$52.7M +$2.38M +92,314 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$48.3M +$6.2M +240,523 +15%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$43.9M +$2.88M +111,601 +7%
DPIM
11
Duff & Phelps Investment Management
Illinois
$38.9M
Northern Trust
12
Northern Trust
Illinois
$37M +$5.57M +216,041 +18%
American Century Companies
13
American Century Companies
Missouri
$32.4M -$4.21M -163,486 -12%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$31M +$11.3M +439,287 +58%
Ameriprise
15
Ameriprise
Minnesota
$31M +$7.24M +280,848 +31%
ORIO
16
Old Republic International (ORI)
Illinois
$31M
Invesco
17
Invesco
Georgia
$30.6M -$4.91M -190,579 -14%
Principal Financial Group
18
Principal Financial Group
Iowa
$27.5M +$4.04M +156,934 +17%
WHG
19
Westwood Holdings Group
Texas
$26.3M -$27.7M -1,075,262 -51%
Charles Schwab
20
Charles Schwab
California
$26.1M +$2.72M +105,493 +12%
Norges Bank
21
Norges Bank
Norway
$24.2M -$3.02M -117,079 -11%
Fidelity International
22
Fidelity International
Bermuda
$24.1M -$1.73M -66,973 -7%
N
23
Nuveen
North Carolina
$22M -$2.07M -80,233 -9%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$20.1M -$3.66M -142,205 -15%
Morgan Stanley
25
Morgan Stanley
New York
$19.5M -$3.51M -136,377 -15%

SJI Hedge Fund Activity: Q2 2021 in Review

218 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q2 2021, worth a combined $2.76B — up 18% from $2.33B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of SJI and 24 opened new positions — a net loss of 26 holders — while 61 trimmed existing stakes and 105 added.

The largest buyer was State Street, adding an estimated $279M. The largest seller was Zimmer Partners, exiting entirely with an estimated $51M sold.

  • 218 institutional investors held South Jersey Industries, Inc. (SJI) as of Q2 2021, down from 244 in Q1 2021.
  • Funds reported $2.76B of South Jersey Industries, Inc. stock for Q2 2021, up 18% quarter-over-quarter.
  • 24 funds opened new South Jersey Industries, Inc. positions in Q2 2021 and 50 closed out, a net change of -26 holders.
  • The largest South Jersey Industries, Inc. buyer in Q2 2021 was State Street, an estimated $279M added.
  • The largest South Jersey Industries, Inc. seller in Q2 2021 was Zimmer Partners, an estimated $51M sold.

Based on aggregated 13F filings for Q2 2021.