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SJIU

South Jersey Industries, Inc.

Delisted

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

22 hedge funds and large institutions have $180M invested in South Jersey Industries, Inc. in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

4% more capital invested

Capital invested by funds: $173M → $180M (+$6.62M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less funds holding

Funds holding: 2522 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
22
Holders Change
-3
Holders Change %
-12%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
8
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$60.8M -$10.5M -283,260 -14%
CAM
2
Camden Asset Management
California
$56.2M +$4.72M +126,771 +9%
Franklin Resources
3
Franklin Resources
California
$22M
BlackRock
4
BlackRock
New York
$10.6M -$1.79M -48,028 -14%
Bank of America
5
Bank of America
North Carolina
$6.11M +$3.89M +104,611 +157%
PSC
6
Piper Sandler & Co
Minnesota
$5.29M
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$3.68M
Calamos Advisors
8
Calamos Advisors
Illinois
$3.57M
WAM
9
Wolverine Asset Management
Illinois
$2.81M +$1.25M +33,451 +78%
CCM
10
Cutler Capital Management
Massachusetts
$2.76M
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$1.73M
LTI
12
Laffer Tengler Investments
Tennessee
$1.21M -$25.2K -677 -2%
MA
13
MUFG Americas
New York
$1.13M +$714K +19,183 +160%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$688K
Wells Fargo
15
Wells Fargo
California
$388K +$108K +2,910 +37%
Morgan Stanley
16
Morgan Stanley
New York
$344K +$16.8K +452 +5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$257K +$12.9K +347 +5%
Millennium Management
18
Millennium Management
New York
$255K +$258K +6,945 New
MSE
19
MUFG Securities EMEA
United Kingdom
$109K
UBS Group
20
UBS Group
Switzerland
$42K +$1.3K +35 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$23K
Osaic Holdings
22
Osaic Holdings
Arizona
$19K
TFS
23
TrustCore Financial Services
Tennessee
$19K
TRCT
24
Tower Research Capital (TRC)
New York
$7K -$3.76K -101 -35%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7.82K +210 New

SJIU Hedge Fund Activity: Q4 2020 in Review

22 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. (SJIU) for Q4 2020, worth a combined $180M — up 3.8% from $173M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SJIU and 2 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 8 added.

The largest buyer was Camden Asset Management, adding an estimated $4.72M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $10.5M.

  • 22 institutional investors held South Jersey Industries, Inc. (SJIU) as of Q4 2020, down from 25 in Q3 2020.
  • Funds reported $180M of South Jersey Industries, Inc. stock for Q4 2020, up 3.8% quarter-over-quarter.
  • 2 funds opened new South Jersey Industries, Inc. positions in Q4 2020 and 5 closed out, a net change of -3 holders.
  • The largest South Jersey Industries, Inc. buyer in Q4 2020 was Camden Asset Management, an estimated $4.72M added.
  • The largest South Jersey Industries, Inc. seller in Q4 2020 was Manulife (Manufacturers Life Insurance), an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2020.