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SJI

South Jersey Industries, Inc.

Delisted

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

302 hedge funds and large institutions have $3.5B invested in South Jersey Industries, Inc. in 2022 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 77 increasing their positions, 95 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 39

30% more capital invested

Capital invested by funds: $2.69B → $3.5B (+$806M)

21% more funds holding

Funds holding: 250302 (+52)

19% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 95

55% less call options, than puts

Call options by funds: $1.92M | Put options by funds: $4.3M

Holders
302
Holders Change
+52
Holders Change %
+20.8%
% of All Funds
4.76%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
94
Increased
77
Reduced
95
Closed
39
Calls
$1.92M
Puts
$4.3M
Net Calls
-$2.38M
Net Calls Change
-$146K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$655M +$126M +4,381,771 +30%
BlackRock
2
BlackRock
New York
$613M -$65.5M -2,272,353 -11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$466M +$17.1M +592,162 +5%
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$89.5M -$1.03M -35,618 -1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$66.9M +$521K +18,048 +0.9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$65.4M +$1.61M +55,941 +3%
Millennium Management
7
Millennium Management
New York
$60.2M +$27M +934,396 +116%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$53.1M -$6.63M -229,980 -13%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$51M +$2.26M +78,399 +6%
SCM
10
Segantii Capital Management
Hong Kong
$50.1M +$41.8M +1,450,000 New
Goldman Sachs
11
Goldman Sachs
New York
$50M -$3.56M -123,458 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
12
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$48.9M +$40.9M +1,416,725 New
Ameriprise
13
Ameriprise
Minnesota
$47.4M +$2.43M +84,156 +7%
Northern Trust
14
Northern Trust
Illinois
$46.3M -$1.07M -36,948 -3%
SGCM
15
Sand Grove Capital Management
United Kingdom
$45.5M +$38M +1,317,768 New
WIC
16
Water Island Capital
New York
$40.9M +$34.1M +1,182,861 New
Charles Schwab
17
Charles Schwab
California
$39.7M +$1.53M +53,183 +5%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$38M -$16.3M -565,128 -34%
Norges Bank
19
Norges Bank
Norway
$35.3M +$9.02M +312,713 +44%
N
20
Nuveen
North Carolina
$34.4M +$82.4K +2,858 +0.3%
Morgan Stanley
21
Morgan Stanley
New York
$30.5M -$6.49M -225,011 -20%
Principal Financial Group
22
Principal Financial Group
Iowa
$29.8M -$1.72M -59,554 -6%
ORIO
23
Old Republic International (ORI)
Illinois
$28.3M -$894K -31,000 -4%
American Century Companies
24
American Century Companies
Missouri
$23.1M -$26.2M -906,669 -58%
Legal & General Group
25
Legal & General Group
United Kingdom
$22.8M -$134K -4,635 -0.7%

SJI Hedge Fund Activity: Q1 2022 in Review

302 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q1 2022, worth a combined $3.5B — up 30% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new SJI positions and 39 closed out — a net gain of 55 holders — while 77 added to existing stakes and 95 trimmed.

The largest buyer was State Street, adding an estimated $126M. The largest seller was BlackRock, cutting an estimated $65.5M.

  • 302 institutional investors held South Jersey Industries, Inc. (SJI) as of Q1 2022, up from 250 in Q4 2021.
  • Funds reported $3.5B of South Jersey Industries, Inc. stock for Q1 2022, up 30% quarter-over-quarter.
  • 94 funds opened new South Jersey Industries, Inc. positions in Q1 2022 and 39 closed out, a net change of +55 holders.
  • The largest South Jersey Industries, Inc. buyer in Q1 2022 was State Street, an estimated $126M added.
  • The largest South Jersey Industries, Inc. seller in Q1 2022 was BlackRock, an estimated $65.5M sold.

Based on aggregated 13F filings for Q1 2022.