South Jersey Industries Inc
SJIDelisted Feb 1, 2023- Industry
- Natural Gas Distribution
- SEC CIK
- 0000091928
South Jersey Industries Inc was delisted on Feb 1, 2023; its insiders filed their last Form 4 on Feb 1, 2023; 307 institutions reported holding it in 13F filings for Q4 2022, worth $3.86B in total; no superinvestor held it.
13F holders, Q1 2022
Institutional positions in South Jersey Industries Inc as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 301
- +54 vs. Q4 2021
- Shares held
- 104.2M
- +893.9K (+0.9%) vs. Q4 2021
- Total value
- $3.60B
- +$908.8M (+33.7%) vs. Q4 2021
- New holders
- 94
- 78 more added
- Sold out
- 40
- 93 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SJI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 1 | $31 |
| Q1 2023 | 2 | $53.7K |
| Q4 2022 | 307 | $3.86B |
| Q3 2022 | 284 | $3.50B |
| Q2 2022 | 294 | $3.55B |
| Q1 2022 | 301 | $3.60B |
| Q4 2021 | 250 | $2.69B |
| Q3 2021 | 231 | $2.21B |
| Q2 2021 | 218 | $2.76B |
| Q1 2021 | 244 | $2.33B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding South Jersey Industries Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 19 | $1.00K | 0.00% | +9+90.0% | Added |
| Global Retirement Partners, LLC | 22 | $1.00K | 0.00% | +22 | New |
| Disciplined Investments, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Cordant, Inc. | 30 | $1.00K | 0.00% | +30 | New |
| JFS Wealth Advisors, LLC | 58 | $2.00K | 0.00% | +36+163.6% | Added |
| TCWP LLC | 82 | $2.00K | 0.00% | +82 | New |
| PFG Private Wealth Management, LLC | 99 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 128 | $4.00K | 0.00% | −134−51.1% | Reduced |
| Parallel Advisors, LLC | 113 | $4.00K | 0.00% | −86−43.2% | Reduced |
| Rosenberg Matthew Hamilton | 116 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 132 | $4.60K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 135 | $5.00K | 0.00% | +135 | New |
| Bessemer Group Inc | 167 | $6.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 160 | $6.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 212 | $7.00K | 0.00% | +188+783.3% | Added |
| American Portfolios Advisors | 220 | $7.60K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 287 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 283 | $10.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 311 | $11.0K | 0.00% | +311 | New |
| PEAK6 Investments LLC | 363 | $13.0K | 0.00% | +363 | New |
| Ellis Investment Partners, LLC | 400 | $13.0K | 0.00% | +400 | New |
| Anchor Investment Management, LLC | 400 | $13.8K | 0.00% | −400−50.0% | Reduced |
| TSFG, LLC | 408 | $14.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 406 | $14.0K | 0.00% | +143+54.4% | Added |
| Private Capital Group, LLC | 436 | $15.0K | 0.00% | −97−18.2% | Reduced |
| Riverview Trust Co | 440 | $15.0K | 0.01% | +440 | New |
| Herold Advisors, Inc. | 500 | $17.3K | 0.01% | +500 | New |
| Duncker Streett & Co Inc | 510 | $18.0K | 0.00% | −510−50.0% | Reduced |
| Huntington National Bank | 567 | $20.0K | 0.00% | +400+239.5% | Added |
| Clear Street Markets LLC | 600 | $21.0K | 0.01% | +600 | New |
| Stonebridge Capital Advisors LLC | 750 | $26.0K | 0.00% | −250−25.0% | Reduced |
| San Luis Wealth Advisors LLC | 991 | $26.0K | 0.01% | +991 | New |
| Money Concepts Capital Corp | 800 | $28.0K | 0.00% | +800 | New |
| USA Financial Portformulas Corp | 860 | $30.0K | 0.03% | +860 | New |
| Lindbrook Capital, LLC | 930 | $32.0K | 0.00% | +106+12.9% | Added |
| Steward Partners Investment Advisory, LLC | 970 | $34.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,110 | $38.4K | 0.00% | +1,110 | New |
| Quadrant Capital Group LLC | 1,210 | $42.0K | 0.01% | +76+6.7% | Added |
| C M Bidwell & Associates Ltd | 1,230 | $42.0K | 0.03% | +1,230 | New |
| Signaturefd, LLC | 1,302 | $45.0K | 0.00% | +430+49.3% | Added |
| Harbor Investment Advisory, LLC | 1,423 | $49.0K | 0.01% | −1,163−45.0% | Reduced |
| Versant Capital Management, Inc | 1,563 | $54.0K | 0.02% | −115−6.9% | Reduced |
| Cutler Group LP | 1,580 | $54.0K | 0.01% | +1,524+2,721.4% | Added |
| Proequities, Inc. | 1,580 | $55.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,728 | $60.0K | 0.01% | −106−5.8% | Reduced |
| Meeder Asset Management Inc | 1,822 | $63.0K | 0.00% | +1,822 | New |
| Pinnacle Financial Partners Inc | 1,892 | $65.0K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 2,000 | $69.0K | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,000 | $69.0K | 0.10% | +2,000 | New |
| Sutton Wealth Advisors Inc. | 2,000 | $69.1K | 0.02% | −20−1.0% | Reduced |
| Salem Investment Counselors Inc | 2,040 | $70.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,429 | $84.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 3,300 | $114.0K | 0.08% | −500−13.2% | Reduced |
| Group One Trading, L.P. | 3,842 | $133.0K | 0.00% | −4,996−56.5% | Reduced |
| Captrust Financial Advisors | 4,961 | $173.0K | 0.00% | +2,095+73.1% | Added |
| Prospera Financial Services Inc | 5,716 | $197.0K | 0.01% | +5,716 | New |
| Tower Research Capital LLC (TRC) | 5,719 | $198.0K | 0.00% | −19,094−77.0% | Reduced |
| Mackenzie Financial Corp | 5,818 | $201.0K | 0.00% | +5,818 | New |
| First Heartland Consultants, Inc. | 5,885 | $203.0K | 0.03% | −27,262−82.2% | Reduced |
| Vivaldi Asset Management, LLC | 5,861 | $203.0K | 0.02% | +5,861 | New |
| CSS LLC | 6,000 | $207.0K | 0.01% | +6,000 | New |
| Metropolitan Life Insurance Co | 6,251 | $216.0K | 0.01% | −19,310−75.5% | Reduced |
| CWM, LLC | 6,342 | $219.0K | 0.00% | +142+2.3% | Added |
| Great Valley Advisor Group, Inc. | 6,329 | $219.0K | 0.01% | +6,329 | New |
| Titus Wealth Management | 6,376 | $220.0K | 0.10% | +6,376 | New |
| Meridian Wealth Partners, LLC | 6,375 | $220.0K | 0.05% | +6,375 | New |
| STRS Ohio | 6,400 | $221.0K | 0.00% | +6,400 | New |
| Oppenheimer & Co Inc | 6,490 | $225.0K | 0.00% | +6,490 | New |
| Private Portfolio Partners LLC | 6,618 | $228.7K | 0.06% | −5,758−46.5% | Reduced |
| Shelton Capital Management | 6,618 | $229.0K | 0.01% | +6,618 | New |
| Steel Peak Wealth Management LLC | 6,661 | $230.0K | 0.01% | +6,661 | New |
| High Net Worth Advisory Group LLC | 6,747 | $233.0K | 0.08% | 00.0% | Unchanged |
| Creative Planning | 7,146 | $247.0K | 0.00% | +7,146 | New |
| Simplex Trading, LLC | 7,242 | $250.0K | 0.01% | +7,242 | New |
| Eaton Vance Management | 7,299 | $252.0K | 0.00% | −62−0.8% | Reduced |
| Henshaw Capital LLC | 7,359 | $254.3K | 0.01% | −5,940−44.7% | Reduced |
| Los Angeles Capital Management LLC | 7,391 | $255.0K | 0.00% | −3,180−30.1% | Reduced |
| Occudo Quantitative Strategies LP | 7,405 | $256.0K | 0.02% | +7,405 | New |
| Advisor Partners LLC | 7,543 | $261.0K | 0.02% | +7,543 | New |
| Bailard, Inc. | 7,900 | $273.0K | 0.01% | 00.0% | Unchanged |
| Telemetry Investments, L.L.C. | 8,000 | $276.0K | 0.44% | +8,000 | New |
| Private Advisor Group, LLC | 8,041 | $278.0K | 0.00% | +8,041 | New |
| SG Americas Securities, LLC | 8,075 | $279.0K | 0.00% | −89,428−91.7% | Reduced |
| Gsa Capital Partners LLP | 8,126 | $281.0K | 0.04% | −25,070−75.5% | Reduced |
| Virtue Capital Management, LLC | 8,306 | $287.0K | 0.05% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 8,322 | $287.0K | 0.00% | +8,322 | New |
| Pictet Asset Management SA | 8,499 | $294.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 8,748 | $302.0K | 0.00% | +495+6.0% | Added |
| Gamco Investors, Inc. Et Al | 8,900 | $307.0K | 0.00% | +8,900 | New |
| CWM Advisors, LLC | 8,908 | $308.0K | 0.04% | −3,006−25.2% | Reduced |
| Fifth Third Bancorp | 9,092 | $314.0K | 0.00% | +46+0.5% | Added |
| Ellevest, Inc. | 9,226 | $319.0K | 0.03% | +4,202+83.6% | Added |
| Crossmark Global Holdings, Inc. | 9,260 | $320.0K | 0.01% | +200+2.2% | Added |
| BLB&B Advisors, LLC | 9,564 | $330.0K | 0.02% | −9,050−48.6% | Reduced |
| Paloma Partners Management Co | 9,640 | $333.0K | 0.03% | +9,640 | New |
| Financial Architects, Inc | 9,995 | $345.0K | 0.05% | −130−1.3% | Reduced |
| K2 Principal Fund, L.P. | 10,000 | $345.0K | 0.06% | +10,000 | New |