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SJI

South Jersey Industries, Inc.

Delisted

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

284 hedge funds and large institutions have $3.5B invested in South Jersey Industries, Inc. in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 111 increasing their positions, 85 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $843K

31% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 85

0% more capital invested

Capital invested by funds: $3.48B → $3.5B (+$15.7M)

3% less funds holding

Funds holding: 292284 (-8)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
284
Holders Change
-8
Holders Change %
-2.74%
% of All Funds
4.89%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
29
Increased
111
Reduced
85
Closed
33
Calls
$1.81M
Puts
$843K
Net Calls
+$965K
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$670M -$9.91M -290,712 -1%
State Street
2
State Street
Massachusetts
$521M -$35.9M -1,052,742 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$491M +$10.2M +298,243 +2%
Millennium Management
4
Millennium Management
New York
$87.7M +$50.1M +1,469,678 +127%
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$77.6M -$1.47M -43,214 -2%
SCM
6
Segantii Capital Management
Hong Kong
$72.3M +$6.82M +200,000 +10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$72M +$1.14M +33,511 +2%
Norges Bank
8
Norges Bank
Norway
$71.9M +$19.3M +565,257 +36%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$69.6M +$2.23M +65,341 +3%
Goldman Sachs
10
Goldman Sachs
New York
$63.7M +$12.9M +378,151 +25%
SGCM
11
Sand Grove Capital Management
United Kingdom
$58.9M +$3.49M +102,400 +6%
Morgan Stanley
12
Morgan Stanley
New York
$52.2M +$5.4M +158,314 +11%
WIC
13
Water Island Capital
New York
$51.3M +$1.09M +31,905 +2%
Northern Trust
14
Northern Trust
Illinois
$49M -$127K -3,716 -0.3%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$47.8M -$3.77M -110,473 -7%
Charles Schwab
16
Charles Schwab
California
$43.7M +$2.03M +59,400 +5%
PSAMP
17
P. Schoenfeld Asset Management (PSAM)
New York
$38.7M +$8.29M +243,214 +27%
WP
18
Woodline Partners
California
$35.1M +$11.8M +344,699 +49%
Grantham, Mayo, Van Otterloo & Co (GMO)
19
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$34.5M +$4.6M +134,918 +15%
MAM
20
Melqart Asset Management
United Kingdom
$32.4M -$744K -21,833 -2%
N
21
Nuveen
North Carolina
$32M -$2.44M -71,496 -7%
ORIO
22
Old Republic International (ORI)
Illinois
$27.4M
AA
23
AQR Arbitrage
Connecticut
$27.3M +$2.14M +62,778 +8%
Principal Financial Group
24
Principal Financial Group
Iowa
$25.2M -$3.44K -101 -0%
NAM
25
Nexpoint Asset Management
Texas
$24M -$6.44M -188,791 -21%

SJI Hedge Fund Activity: Q3 2022 in Review

284 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q3 2022, worth a combined $3.5B — up 0.45% from $3.48B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of SJI and 29 opened new positions — a net loss of 4 holders — while 85 trimmed existing stakes and 111 added.

The largest buyer was Millennium Management, adding an estimated $50.1M. The largest seller was Fidelity Investments, cutting an estimated $50.6M.

  • 284 institutional investors held South Jersey Industries, Inc. (SJI) as of Q3 2022, down from 292 in Q2 2022.
  • Funds reported $3.5B of South Jersey Industries, Inc. stock for Q3 2022, up 0.45% quarter-over-quarter.
  • 29 funds opened new South Jersey Industries, Inc. positions in Q3 2022 and 33 closed out, a net change of -4 holders.
  • The largest South Jersey Industries, Inc. buyer in Q3 2022 was Millennium Management, an estimated $50.1M added.
  • The largest South Jersey Industries, Inc. seller in Q3 2022 was Fidelity Investments, an estimated $50.6M sold.

Based on aggregated 13F filings for Q3 2022.