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SJI

South Jersey Industries, Inc.

Delisted

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

307 hedge funds and large institutions have $3.8B invested in South Jersey Industries, Inc. in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 105 increasing their positions, 98 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more funds holding in top 10

Funds holding in top 10: 613 (+7)

107% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 27

9% more capital invested

Capital invested by funds: $3.5B → $3.8B (+$298M)

8% more funds holding

Funds holding: 284307 (+23)

7% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 98

64% less call options, than puts

Call options by funds: $3.53M | Put options by funds: $9.77M

Holders
307
Holders Change
+23
Holders Change %
+8.1%
% of All Funds
4.93%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.21%
New
56
Increased
105
Reduced
98
Closed
27
Calls
$3.53M
Puts
$9.77M
Net Calls
-$6.24M
Net Calls Change
-$7.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$730M +$16.8M +484,963 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$525M +$3.02M +87,530 +0.6%
State Street
3
State Street
Massachusetts
$521M -$26.5M -767,664 -5%
Norges Bank
4
Norges Bank
Norway
$89.3M +$12.5M +362,216 +17%
Millennium Management
5
Millennium Management
New York
$88.6M -$4.54M -131,432 -5%
SGCM
6
Sand Grove Capital Management
United Kingdom
$82.5M +$19.3M +559,356 +32%
HI
7
HBK Investments
Texas
$81.9M +$79.6M +2,305,000 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$78.5M +$1.82M +52,646 +2%
SCM
9
Segantii Capital Management
Hong Kong
$60.4M -$16M -463,200 -21%
Goldman Sachs
10
Goldman Sachs
New York
$58.6M -$8.94M -258,779 -14%
WIC
11
Water Island Capital
New York
$55.3M +$771K +22,323 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$55.1M -$18.4M -531,982 -26%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$53M -$28.7M -831,504 -36%
Northern Trust
14
Northern Trust
Illinois
$52.7M +$593K +17,170 +1%
MAM
15
Melqart Asset Management
United Kingdom
$50.5M +$15.6M +451,887 +47%
Charles Schwab
16
Charles Schwab
California
$46.2M -$211K -6,110 -0.5%
Morgan Stanley
17
Morgan Stanley
New York
$45.1M -$10M -290,430 -19%
PSAMP
18
P. Schoenfeld Asset Management (PSAM)
New York
$44M +$2.75M +79,731 +7%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$38.2M +$22.7M +657,629 +158%
BCM
20
Beryl Capital Management
California
$36.1M +$35.1M +1,015,830 New
KC
21
Kryger Capital
United Kingdom
$34.2M +$33.3M +963,640 New
GF
22
Gabelli Funds
New York
$33M +$9.97M +288,549 +45%
N
23
Nuveen
North Carolina
$31.7M -$2.32M -67,234 -7%
ORIO
24
Old Republic International (ORI)
Illinois
$29.2M
AA
25
AQR Arbitrage
Connecticut
$27.9M -$1.05M -30,313 -4%

SJI Hedge Fund Activity: Q4 2022 in Review

307 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJI) for Q4 2022, worth a combined $3.8B — up 8.5% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SJI positions and 27 closed out — a net gain of 29 holders — while 105 added to existing stakes and 98 trimmed.

The largest buyer was HBK Investments, opening a new position worth an estimated $79.6M. The largest seller was Diamond Hill Capital Management, cutting an estimated $28.7M.

  • 307 institutional investors held South Jersey Industries, Inc. (SJI) as of Q4 2022, up from 284 in Q3 2022.
  • Funds reported $3.8B of South Jersey Industries, Inc. stock for Q4 2022, up 8.5% quarter-over-quarter.
  • 56 funds opened new South Jersey Industries, Inc. positions in Q4 2022 and 27 closed out, a net change of +29 holders.
  • The largest South Jersey Industries, Inc. buyer in Q4 2022 was HBK Investments, an estimated $79.6M added.
  • The largest South Jersey Industries, Inc. seller in Q4 2022 was Diamond Hill Capital Management, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2022.