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, Q3 2022
Institutional positions in South Jersey Industries Inc as of Sep 30, 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
- 284
- −6 vs. Q2 2022
- Shares held
- 104.6M
- +1.03M (+1.0%) vs. Q2 2022
- Total value
- $3.50B
- −$52.0M (−1.5%) vs. Q2 2022
- New holders
- 28
- 111 more added
- Sold out
- 34
- 85 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding South Jersey Industries Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pathstone Family Office, LLC | 8,920 | $298.4K | 0.01% | +1,095+14.0% | Added |
| Pictet Asset Management SA | 8,789 | $294.0K | 0.00% | +1,168+15.3% | Added |
| Virtue Capital Management, LLC | 8,457 | $283.0K | 0.04% | +76+0.9% | Added |
| Advisor Partners II, LLC | 8,255 | $276.0K | 0.02% | +8,255 | New |
| Mackenzie Financial Corp | 8,040 | $269.0K | 0.00% | −351−4.2% | Reduced |
| Brookstone Capital Management | 7,925 | $268.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,931 | $265.0K | 0.00% | +1,809+29.5% | Added |
| Private Advisor Group, LLC | 7,712 | $258.0K | 0.00% | −66−0.8% | Reduced |
| Shelton Capital Management | 7,646 | $256.0K | 0.01% | +1,028+15.5% | Added |
| CWM Advisors, LLC | 7,551 | $252.0K | 0.04% | −89−1.2% | Reduced |
| Cubist Systematic Strategies, LLC | 7,518 | $251.0K | 0.00% | −8,592−53.3% | Reduced |
| Envestnet Asset Management Inc | 7,512 | $251.0K | 0.00% | −4,949−39.7% | Reduced |
| Metropolitan Life Insurance Co | 7,405 | $247.5K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 6,911 | $231.0K | 0.00% | +247+3.7% | Added |
| High Net Worth Advisory Group LLC | 6,747 | $225.0K | 0.10% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 6,439 | $215.0K | 0.03% | +6,439 | New |
| Meridian Wealth Partners, LLC | 6,375 | $213.0K | 0.05% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 6,368 | $212.8K | 0.06% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 6,293 | $210.0K | 0.01% | +6,293 | New |
| Kestra Advisory Services, LLC | 6,158 | $206.0K | 0.00% | +6,158 | New |
| Oppenheimer & Co Inc | 6,050 | $203.0K | 0.00% | −300−4.7% | Reduced |
| CSS LLC | 6,000 | $201.0K | 0.01% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 6,000 | $201.0K | 0.17% | 00.0% | Unchanged |
| Hartline Investment Corp | 6,000 | $201.0K | 0.17% | +6,000 | New |
| Quadrant Capital Group LLC | 3,582 | $120.0K | 0.02% | +1,689+89.2% | Added |
| Rockefeller Capital Management L.P. | 3,582 | $119.0K | 0.00% | −30,773−89.6% | Reduced |
| Cutler Group LP | 2,810 | $93.0K | 0.01% | +110+4.1% | Added |
| Meeder Asset Management Inc | 2,749 | $92.0K | 0.01% | +1,075+64.2% | Added |
| AdvisorNet Financial, Inc | 2,474 | $83.0K | 0.01% | +23+0.9% | Added |
| Group One Trading, L.P. | 2,444 | $82.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,400 | $80.0K | 0.08% | −500−17.2% | Reduced |
| Salem Investment Counselors Inc | 2,040 | $69.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,014 | $67.3K | 0.03% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 2,000 | $67.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,892 | $63.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,637 | $55.0K | 0.05% | +1,312+403.7% | Added |
| Proequities, Inc. | 1,580 | $53.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,581 | $53.0K | 0.02% | +18+1.2% | Added |
| Wipfli Financial Advisors LLC, | 1,591 | $53.0K | 0.00% | +1,591 | New |
| FourThought Financial, LLC | 1,420 | $47.0K | 0.01% | −53−3.6% | Reduced |
| Nomura Asset Management Co Ltd | 1,110 | $37.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,048 | $35.0K | 0.00% | −74−6.6% | Reduced |
| Lindbrook Capital, LLC | 1,009 | $34.0K | 0.01% | +14+1.4% | Added |
| CWM, LLC | 771 | $26.0K | 0.00% | +517+203.5% | Added |
| Stonebridge Capital Advisors LLC | 750 | $25.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 604 | $20.0K | 0.00% | −1,656−73.3% | Reduced |
| Harbour Investments, Inc. | 550 | $19.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 558 | $19.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 554 | $19.0K | 0.00% | +134+31.9% | Added |
| Private Trust Co NA | 514 | $17.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 510 | $17.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 533 | $17.0K | 0.00% | +533 | New |
| Cary Street Partners Asset Management LLC | 510 | $17.0K | 0.00% | +510 | New |
| Riverview Trust Co | 440 | $15.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 408 | $14.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 400 | $13.4K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 407 | $13.0K | 0.00% | +4+1.0% | Added |
| Parkside Financial Bank & Trust | 283 | $9.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 269 | $9.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 220 | $7.35K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 200 | $7.00K | 0.01% | +200 | New |
| Huntington National Bank | 167 | $6.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 135 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 160 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 121 | $4.00K | 0.00% | −46−27.5% | Reduced |
| Rosenberg Matthew Hamilton | 116 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 130 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 99 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 99 | $3.00K | 0.00% | +40+67.8% | Added |
| Global Retirement Partners, LLC | 80 | $3.00K | 0.00% | +58+263.6% | Added |
| Farmers & Merchants Investments Inc | 83 | $3.00K | 0.00% | +83 | New |
| JFS Wealth Advisors, LLC | 74 | $2.00K | 0.00% | −14−15.9% | Reduced |
| Parallel Advisors, LLC | 71 | $2.00K | 0.00% | −6−7.8% | Reduced |
| TCI Wealth Advisors, Inc. | 47 | $2.00K | 0.00% | +47 | New |
| Moisand Fitzgerald Tamayo, LLC | 59 | $2.00K | 0.00% | +59 | New |
| Disciplined Investments, LLC | 18 | $1.00K | 0.00% | −1−5.3% | Reduced |
| Schubert & Co | 37 | $1.00K | 0.00% | +2+5.7% | Added |
| Allworth Financial LP | 25 | $1.00K | 0.00% | +25 | New |
| SRS Capital Advisors, Inc. | 29 | $1.00K | 0.00% | +29 | New |
| First Horizon Advisors, Inc. | 34 | $1.00K | 0.00% | +34 | New |
| Glassman Wealth Services | 7 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $0 | 0.00% | +20 | New |
| IFP Advisors, Inc | 16 | – | – | 00.0% | Unchanged |
| Berry Street Capital Management LLP | 0 | $0 | 0.00% | −225,000−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −210,543−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −183,355−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −71,300−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −70,004−100.0% | Sold out |
| DLD Asset Management, LP | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −49,602−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −26,111−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −24,310−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −23,200−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −18,708−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −17,885−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −17,468−100.0% | Sold out |
| Hightower 6M Holding, LLC | 0 | $0 | 0.00% | −16,352−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −12,715−100.0% | Sold out |