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SJI

South Jersey Industries, Inc.

Delisted

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

292 hedge funds and large institutions have $3.48B invested in South Jersey Industries, Inc. in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 111 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

59% more call options, than puts

Call options by funds: $2.65M | Put options by funds: $1.67M

14% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 97

0% less capital invested

Capital invested by funds: $3.5B → $3.48B (-$13.8M)

9% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 45

3% less funds holding

Funds holding: 302292 (-10)

Holders
292
Holders Change
-10
Holders Change %
-3.31%
% of All Funds
4.92%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
41
Increased
111
Reduced
97
Closed
45
Calls
$2.65M
Puts
$1.67M
Net Calls
+$980K
Net Calls Change
+$3.36M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$694M +$89.4M +2,609,613 +15%
State Street
2
State Street
Massachusetts
$568M -$79.2M -2,312,001 -12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$491M +$30.8M +898,679 +7%
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$80.8M -$7.65M -223,339 -9%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$72.5M +$7.88M +230,231 +12%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$68.8M +$2.72M +79,308 +4%
SGCM
7
Sand Grove Capital Management
United Kingdom
$56.7M +$11.8M +343,422 +26%
Norges Bank
8
Norges Bank
Norway
$54.1M +$19.3M +562,718 +55%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$52.6M +$2.13M +62,097 +4%
Goldman Sachs
10
Goldman Sachs
New York
$52.2M +$2.83M +82,711 +6%
WIC
11
Water Island Capital
New York
$51.3M +$11M +320,490 +27%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$51.2M -$1.25M -36,494 -2%
Northern Trust
13
Northern Trust
Illinois
$50.1M +$4.41M +128,750 +10%
Morgan Stanley
14
Morgan Stanley
New York
$47.9M +$17.8M +520,211 +59%
Charles Schwab
15
Charles Schwab
California
$42.6M +$3.31M +96,683 +8%
Ameriprise
16
Ameriprise
Minnesota
$42.3M -$4.57M -133,483 -10%
Millennium Management
17
Millennium Management
New York
$39.4M -$20.1M -587,501 -34%
N
18
Nuveen
North Carolina
$35.2M +$622K +18,171 +2%
MAM
19
Melqart Asset Management
United Kingdom
$33.8M +$33.9M +991,355 New
PSAMP
20
P. Schoenfeld Asset Management (PSAM)
New York
$31.2M +$31.3M +915,000 New
NAM
21
Nexpoint Asset Management
Texas
$31M +$31.1M +908,084 New
Grantham, Mayo, Van Otterloo & Co (GMO)
22
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$30.6M -$17.8M -520,451 -37%
ORIO
23
Old Republic International (ORI)
Illinois
$28M
Principal Financial Group
24
Principal Financial Group
Iowa
$25.8M -$3.63M -105,993 -12%
AA
25
AQR Arbitrage
Connecticut
$25.7M +$3.54M +103,466 +16%

SJI Hedge Fund Activity: Q2 2022 in Review

292 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q2 2022, worth a combined $3.48B — down 0.4% from $3.5B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of SJI and 41 opened new positions — a net loss of 4 holders — while 97 trimmed existing stakes and 111 added.

The largest buyer was BlackRock, adding an estimated $89.4M. The largest seller was Macquarie Group, cutting an estimated $89.9M.

  • 292 institutional investors held South Jersey Industries, Inc. (SJI) as of Q2 2022, down from 302 in Q1 2022.
  • Funds reported $3.48B of South Jersey Industries, Inc. stock for Q2 2022, down 0.4% quarter-over-quarter.
  • 41 funds opened new South Jersey Industries, Inc. positions in Q2 2022 and 45 closed out, a net change of -4 holders.
  • The largest South Jersey Industries, Inc. buyer in Q2 2022 was BlackRock, an estimated $89.4M added.
  • The largest South Jersey Industries, Inc. seller in Q2 2022 was Macquarie Group, an estimated $89.9M sold.

Based on aggregated 13F filings for Q2 2022.