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SJI

South Jersey Industries, Inc.

Delisted

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

250 hedge funds and large institutions have $2.69B invested in South Jersey Industries, Inc. in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 87 increasing their positions, 79 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

22% more capital invested

Capital invested by funds: $2.21B → $2.69B (+$485M)

10% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 79

9% more funds holding

Funds holding: 230250 (+20)

39% less call options, than puts

Call options by funds: $3.42M | Put options by funds: $5.66M

Holders
250
Holders Change
+20
Holders Change %
+8.7%
% of All Funds
3.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
50
Increased
87
Reduced
79
Closed
27
Calls
$3.42M
Puts
$5.66M
Net Calls
-$2.23M
Net Calls Change
+$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$523M +$50M +2,103,134 +12%
State Street
2
State Street
Massachusetts
$377M -$169M -7,114,487 -33%
Vanguard Group
3
Vanguard Group
Pennsylvania
$337M +$4.65M +195,626 +2%
Macquarie Group
4
Macquarie Group
Australia
$134M -$293K -12,340 -0.2%
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$68.6M -$3.73M -156,821 -6%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$50.1M -$3.39M -142,727 -7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$48M +$329K +13,854 +0.8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$46.1M -$44.2K -1,859 -0.1%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$46.1M -$19M -799,348 -31%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$43.5M +$10.2M +428,940 +35%
WHG
11
Westwood Holdings Group
Texas
$41.2M +$12.3M +519,649 +49%
American Century Companies
12
American Century Companies
Missouri
$41.1M +$5.02M +211,127 +15%
Goldman Sachs
13
Goldman Sachs
New York
$41M +$27.9M +1,173,695 +296%
BC
14
Brookfield Corp
Ontario, Canada
$39.7M +$36.1M +1,518,200 New
DPIM
15
Duff & Phelps Investment Management
Illinois
$39.2M
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$36.5M -$7.48M -314,566 -18%
Northern Trust
17
Northern Trust
Illinois
$36M -$659K -27,734 -2%
Ameriprise
18
Ameriprise
Minnesota
$33.6M +$1.99M +83,744 +7%
Invesco
19
Invesco
Georgia
$33.3M +$1.48M +62,123 +5%
Morgan Stanley
20
Morgan Stanley
New York
$28.9M +$6.32M +266,001 +32%
Charles Schwab
21
Charles Schwab
California
$28.7M +$1.02M +43,034 +4%
N
22
Nuveen
North Carolina
$26.4M +$485K +20,420 +2%
Principal Financial Group
23
Principal Financial Group
Iowa
$24.1M -$2.73M -114,874 -11%
ORIO
24
Old Republic International (ORI)
Illinois
$22.2M
Millennium Management
25
Millennium Management
New York
$21.1M +$11.5M +483,014 +149%

SJI Hedge Fund Activity: Q4 2021 in Review

250 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q4 2021, worth a combined $2.69B — up 22% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SJI positions and 27 closed out — a net gain of 23 holders — while 87 added to existing stakes and 79 trimmed.

The largest buyer was BlackRock, adding an estimated $50M. The largest seller was State Street, cutting an estimated $169M.

  • 250 institutional investors held South Jersey Industries, Inc. (SJI) as of Q4 2021, up from 230 in Q3 2021.
  • Funds reported $2.69B of South Jersey Industries, Inc. stock for Q4 2021, up 22% quarter-over-quarter.
  • 50 funds opened new South Jersey Industries, Inc. positions in Q4 2021 and 27 closed out, a net change of +23 holders.
  • The largest South Jersey Industries, Inc. buyer in Q4 2021 was BlackRock, an estimated $50M added.
  • The largest South Jersey Industries, Inc. seller in Q4 2021 was State Street, an estimated $169M sold.

Based on aggregated 13F filings for Q4 2021.