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SJI

South Jersey Industries, Inc.

Delisted

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

230 hedge funds and large institutions have $2.21B invested in South Jersey Industries, Inc. in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

22% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 74

6% more funds holding

Funds holding: 218230 (+12)

20% less capital invested

Capital invested by funds: $2.76B → $2.21B (-$550M)

64% less call options, than puts

Call options by funds: $2.26M | Put options by funds: $6.27M

Holders
230
Holders Change
+12
Holders Change %
+5.5%
% of All Funds
4.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
90
Reduced
74
Closed
18
Calls
$2.26M
Puts
$6.27M
Net Calls
-$4.01M
Net Calls Change
-$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$464M -$57.5M -2,336,411 -10%
BlackRock
2
BlackRock
New York
$381M +$3.55M +144,102 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$270M +$3.83M +155,320 +1%
Macquarie Group
4
Macquarie Group
Australia
$109M +$347K +14,099 +0.3%
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$59.1M +$314K +12,739 +0.5%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$54.5M +$2.6M +105,521 +4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$43.8M +$741K +30,080 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$38.7M -$1.02M -41,533 -2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$37.6M -$13.9M -565,616 -24%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$36.4M +$511K +20,757 +1%
DPIM
11
Duff & Phelps Investment Management
Illinois
$31.9M
Northern Trust
12
Northern Trust
Illinois
$29.9M -$576K -23,376 -2%
American Century Companies
13
American Century Companies
Missouri
$29M +$2.8M +113,845 +9%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$26.3M +$952K +38,659 +3%
Invesco
15
Invesco
Georgia
$25.8M +$782K +31,741 +3%
Ameriprise
16
Ameriprise
Minnesota
$25.6M +$186K +7,559 +0.6%
WHG
17
Westwood Holdings Group
Texas
$22.5M +$1.13M +46,033 +5%
Charles Schwab
18
Charles Schwab
California
$22.4M +$1.14M +46,437 +5%
Principal Financial Group
19
Principal Financial Group
Iowa
$22M -$616K -25,012 -2%
N
20
Nuveen
North Carolina
$21M +$3.41M +138,337 +16%
Norges Bank
21
Norges Bank
Norway
$19M -$952K -38,658 -4%
ORIO
22
Old Republic International (ORI)
Illinois
$18.1M -$8.49M -344,500 -29%
Morgan Stanley
23
Morgan Stanley
New York
$17.9M +$2.17M +88,036 +12%
DRZID
24
DePrince Race & Zollo Inc (DRZ)
Florida
$16.9M +$5.17M +209,917 +36%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$13.9M -$3.01M -122,011 -16%

SJI Hedge Fund Activity: Q3 2021 in Review

230 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q3 2021, worth a combined $2.21B — down 20% from $2.76B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SJI positions and 18 closed out — a net gain of 15 holders — while 90 added to existing stakes and 74 trimmed.

The largest buyer was Coann Capital, opening a new position worth an estimated $5.64M. The largest seller was State Street, cutting an estimated $57.5M.

  • 230 institutional investors held South Jersey Industries, Inc. (SJI) as of Q3 2021, up from 218 in Q2 2021.
  • Funds reported $2.21B of South Jersey Industries, Inc. stock for Q3 2021, down 20% quarter-over-quarter.
  • 33 funds opened new South Jersey Industries, Inc. positions in Q3 2021 and 18 closed out, a net change of +15 holders.
  • The largest South Jersey Industries, Inc. buyer in Q3 2021 was Coann Capital, an estimated $5.64M added.
  • The largest South Jersey Industries, Inc. seller in Q3 2021 was State Street, an estimated $57.5M sold.

Based on aggregated 13F filings for Q3 2021.