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SJIU

South Jersey Industries, Inc.

Delisted

SJIU was delisted on the 14th of April, 2021.

27 hedge funds and large institutions have $321M invested in South Jersey Industries, Inc. in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

15% more capital invested

Capital invested by funds: $280M → $321M (+$40.8M)

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1
Camden Asset Management
California
$69.2M +$3.24M +59,000 +5%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.8M +$7.23M +131,500 +18%
Allianz Asset Management
3
Allianz Asset Management
Germany
$30.8M
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$26.3M +$146K +2,652 +0.6%
Franklin Resources
5
Franklin Resources
California
$25.4M +$3.02M +55,000 +14%
Wells Fargo
6
Wells Fargo
California
$24.2M -$448K -8,158 -2%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$21.3M -$1.11M -20,241 -5%
OCM
8
Oaktree Capital Management
California
$16.8M +$16.5M +300,000 New
Invesco
9
Invesco
Georgia
$11.2M -$824K -15,000 -7%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$7.84M
OTC
11
Opera Trading Capital
France
$7.58M -$1.37M -25,000 -16%
Bank of America
12
Bank of America
North Carolina
$5.6M +$521K +9,473 +10%
Calamos Advisors
13
Calamos Advisors
Illinois
$5.58M
GF
14
Gabelli Funds
New York
$4.11M
MA
15
MUFG Americas
New York
$3.26M +$3.17M +57,755 New
ES
16
Equitec Specialists
Illinois
$2.4M -$2M -36,326 -46%
WAM
17
Wolverine Asset Management
Illinois
$2.35M -$79.9K -1,453 -3%
AA
18
AQR Arbitrage
Connecticut
$2.32M
CL
19
CSS LLC
Illinois
$1.98M +$1.92M +35,000 New
LTI
20
Laffer Tengler Investments
Tennessee
$1.82M +$20.7K +377 +1%
SIM
21
SSI Investment Management
California
$839K
TD Asset Management
22
TD Asset Management
Ontario, Canada
$656K +$146K +2,652 +30%
TA
23
Teton Advisors
New York
$543K +$275K +5,000 +106%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$505K +$497K +9,050 New
Barclays
25
Barclays
United Kingdom
$280K

SJIU Hedge Fund Activity: Q3 2018 in Review

27 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJIU) for Q3 2018, worth a combined $321M — up 15% from $280M a quarter earlier.

Fund positioning in SJIU was balanced in Q3 2018: 6 funds opened new positions, 6 closed out, 8 added to existing stakes and 6 trimmed.

The largest buyer was Oaktree Capital Management, opening a new position worth an estimated $16.5M. The largest seller was Advent Capital Management, exiting entirely with an estimated $11M sold.

  • 27 institutional investors held South Jersey Industries, Inc. (SJIU) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $321M of South Jersey Industries, Inc. stock for Q3 2018, up 15% quarter-over-quarter.
  • 6 funds opened new South Jersey Industries, Inc. positions in Q3 2018 and 6 closed out, a net change of 0 holders.
  • The largest South Jersey Industries, Inc. buyer in Q3 2018 was Oaktree Capital Management, an estimated $16.5M added.
  • The largest South Jersey Industries, Inc. seller in Q3 2018 was Advent Capital Management, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2018.