South Jersey Industries Inc (SJI) Ownership

36.10 ↑0.01 (0.03%)

As of January 31, 2023, 4:53pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of South Jersey Industries Inc (SJI), owning a total of 20.5 million shares. Combined, the top 26 institutional holders of SJI own 68.88% of the company with a total of 84.3 million shares.

In the latest ownership report on December 31st 2022, the top 26 institutional holders increased their combined ownership of SJI by 1.9 million shares. 11 institutions bought 5,231,969 total additional shares and increased their ownership by an average of 45.93%. However 9 institutions sold 3,315,141 total shares and decreased their ownership by an average of 14.2%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of South Jersey Industries increased by a net total of 1,916,828 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	16.770%	2.419%	20,536,847	484,963	2022-12-31
Vanguard Group Inc	12.057%	0.596%	14,765,478	87,530	2022-12-31
State Street Corporation	11.985%	-4.970%	14,677,719	-767,664	2022-12-31
NORGES BANK	2.051%	254.166%	2,512,245	1,802,904	2022-12-31
Millennium Management LLC	2.036%	-5.008%	2,492,810	-131,432	2022-12-31
Sand Grove Capital Management LLP	1.897%	31.717%	2,322,946	559,356	2022-12-31
Geode Capital Management, LLC	1.803%	2.442%	2,208,528	52,646	2022-12-31
Segantii Capital Management Ltd	1.388%	-21.413%	1,700,000	-463,200	2022-12-31
Goldman Sachs Group Inc	1.346%	-13.569%	1,648,370	-258,779	2022-12-31
Water Island Capital LLC	1.272%	1.454%	1,557,579	22,323	2022-12-31
Bank of New York Mellon Corp	1.265%	-25.559%	1,549,412	-531,982	2022-12-31
Diamond Hill Capital Management Inc	1.218%	-35.792%	1,491,642	-831,504	2022-12-31
Northern Trust Corp	1.210%	1.172%	1,482,160	17,170	2022-12-31
Melqart Asset Management (UK) Ltd.	1.161%	46.609%	1,421,409	451,887	2022-12-31
Dimensional Fund Advisors, Inc.	1.139%	-2.382%	1,394,943	-34,040	2022-12-31
Charles Schwab Investment Management Inc	1.062%	-0.468%	1,300,031	-6,110	2022-12-31
Morgan Stanley - Brokerage Accounts	1.038%	-18.605%	1,270,591	-290,430	2022-12-31
P Schoenfeld Asset Mgmt LP(NY)	1.011%	6.884%	1,237,945	79,731	2022-12-31
Balyasny Asset Management LLC	0.877%	157.737%	1,074,544	657,629	2022-12-31
Beryl Capital Management LLC	0.830%	0.000%	1,015,830	1,015,830	2022-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	16.770%	2.419%	20,536,847	484,963	2022-12-31
Vanguard Group Inc	12.057%	0.596%	14,765,478	87,530	2022-12-31
State Street Corporation	11.985%	-4.970%	14,677,719	-767,664	2022-12-31
NORGES BANK	2.051%	254.166%	2,512,245	1,802,904	2022-12-31
Millennium Management LLC	2.036%	-5.008%	2,492,810	-131,432	2022-12-31
Sand Grove Capital Management LLP	1.897%	31.717%	2,322,946	559,356	2022-12-31
Geode Capital Management, LLC	1.803%	2.442%	2,208,528	52,646	2022-12-31
Segantii Capital Management Ltd	1.388%	-21.413%	1,700,000	-463,200	2022-12-31
Goldman Sachs Group Inc	1.346%	-13.569%	1,648,370	-258,779	2022-12-31
Water Island Capital LLC	1.272%	1.454%	1,557,579	22,323	2022-12-31
Bank of New York Mellon Corp	1.265%	-25.559%	1,549,412	-531,982	2022-12-31
FMR Inc	1.225%	-2.375%	1,500,159	-36,494	2022-06-30
Diamond Hill Capital Management Inc	1.218%	-35.792%	1,491,642	-831,504	2022-12-31
Northern Trust Corp	1.210%	1.172%	1,482,160	17,170	2022-12-31
Melqart Asset Management (UK) Ltd.	1.161%	46.609%	1,421,409	451,887	2022-12-31
Dimensional Fund Advisors, Inc.	1.139%	-2.382%	1,394,943	-34,040	2022-12-31
Charles Schwab Investment Management Inc	1.062%	-0.468%	1,300,031	-6,110	2022-12-31
Morgan Stanley - Brokerage Accounts	1.038%	-18.605%	1,270,591	-290,430	2022-12-31
Ameriprise Financial Inc	1.011%	-9.730%	1,238,381	-133,483	2022-06-30
P Schoenfeld Asset Mgmt LP(NY)	1.011%	6.884%	1,237,945	79,731	2022-12-31
Balyasny Asset Management LLC	0.877%	157.737%	1,074,544	657,629	2022-12-31
Woodline Partners LP	0.858%	48.838%	1,050,500	344,699	2022-09-30
Grantham, Mayo, Van Otterloo & Co., LLC	0.842%	15.053%	1,031,192	134,918	2022-09-30
Beryl Capital Management LLC	0.830%	0.000%	1,015,830	1,015,830	2022-12-31
Nuveen Asset Management, LLC	0.783%	-6.941%	958,491	-71,496	2022-09-30
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS	0.742%	0.000%	908,084	908,084	2022-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of South Jersey Industries Inc (SJI), owning a total of 9.1 million shares. Combined, the top 49 mutual fund holders of SJI own 49.35% of the company with a total of 60.4 million shares.

In the latest ownership report on January 31st 2023, the top 49 fund holders increased their combined ownership of SJI by 480 thousand shares. 10 funds bought 151,606 total additional shares and increased their ownership by an average of 2.05%. However 6 funds sold 631,741 total shares and decreased their ownership by an average of 14.08%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding South Jersey Industries decreased by a net total of -480,135 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	7.418%	0.000%	9,084,631	0	2023-01-31
SPDR® S&P Dividend ETF	6.951%	-0.025%	8,513,023	-2,094	2023-01-31
Vanguard Total Stock Mkt Idx Inv	3.047%	0.564%	3,731,427	20,920	2023-01-31
Vanguard Small Cap Index	2.591%	0.548%	3,172,703	17,292	2023-01-31
iShares Russell 2000 ETF	2.228%	0.000%	2,728,142	0	2023-01-31
Vanguard Small Cap Value Index Inv	1.820%	0.920%	2,228,238	20,304	2023-01-31
SPDR® S&P US Dividend Aristocrats ETFDis	1.397%	1.258%	1,710,601	21,255	2023-01-31
Vanguard Extended Market Index Investor	1.325%	-0.032%	1,622,105	-516	2023-01-31
iShares S&P Small-Cap 600 Growth ETF	1.103%	0.000%	1,350,777	0	2023-01-31
iShares Russell 2000 Value ETF	1.011%	0.000%	1,238,279	0	2023-01-31
SPDR® S&P Global Div Aristocrats ETF	0.741%	3.269%	907,687	28,736	2023-01-31
Diamond Hill Small-Mid Cap Equity	0.576%	-30.100%	705,756	-303,911	2023-01-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.540%	0.000%	661,753	0	2023-01-31
Fidelity® Extended Market Index	0.504%	1.774%	616,745	10,748	2023-01-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.502%	0.952%	614,907	5,800	2023-01-31
SPDR® S&P 600 Small Cap Growth ETF	0.492%	0.324%	602,108	1,946	2023-01-31
Principal SmallCap S&P 600 Idx SP	0.476%	0.000%	582,850	0	2023-01-31
Diamond Hill Small-Mid Cap I	0.461%	-29.958%	563,900	-241,192	2023-01-31
Vanguard High Dividend Yield ETF	0.440%	-0.851%	538,390	-4,623	2023-01-31
State St Russell Sm Cap® Indx NL Cl C	0.377%	0.000%	462,185	0	2023-01-31
Vanguard Russell 2000 ETF	0.264%	3.250%	322,942	10,165	2023-01-31
DFA US Small Cap I	0.211%	-23.515%	258,277	-79,405	2023-01-31
Fidelity® Total Market Index	0.166%	7.671%	202,686	14,440	2023-01-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	7.418%	0.000%	9,084,631	0	2023-01-31
SPDR® S&P Dividend ETF	6.951%	-0.025%	8,513,023	-2,094	2023-01-31
Vanguard Total Stock Mkt Idx Inv	3.047%	0.564%	3,731,427	20,920	2023-01-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.030%	2.034%	3,710,507	73,961	2022-12-31
Vanguard Small Cap Index	2.591%	0.548%	3,172,703	17,292	2023-01-31
iShares Russell 2000 ETF	2.228%	0.000%	2,728,142	0	2023-01-31
Vanguard Small Cap Value Index Inv	1.820%	0.920%	2,228,238	20,304	2023-01-31
iShares S&P Small-Cap 600 Value ETF	1.443%	0.443%	1,767,593	7,792	2022-11-30
SPDR® S&P US Dividend Aristocrats ETFDis	1.397%	1.258%	1,710,601	21,255	2023-01-31
Delaware Sm-Cap Val Eq	1.333%	0.000%	1,632,000	0	2022-03-31
Vanguard Extended Market Index Investor	1.325%	-0.032%	1,622,105	-516	2023-01-31
iShares S&P Small-Cap 600 Growth ETF	1.103%	0.000%	1,350,777	0	2023-01-31
iShares Russell 2000 Value ETF	1.011%	0.000%	1,238,279	0	2023-01-31
Vanguard Tax-Managed Small Cap Adm	0.940%	0.130%	1,151,473	1,500	2022-12-31
Arbitrage R	0.845%	3.125%	1,034,649	31,352	2022-11-30
SPDR® S&P 600 Small Cap Value ETF	0.825%	0.000%	1,009,766	0	2022-11-30
Fidelity® Small Cap Index	0.801%	1.518%	981,081	14,668	2022-12-31
SPDR® S&P Global Div Aristocrats ETF	0.741%	3.269%	907,687	28,736	2023-01-31
Vanguard Utilities ETF	0.647%	0.113%	792,137	894	2022-12-31
Diamond Hill Small-Mid Cap Equity	0.576%	-30.100%	705,756	-303,911	2023-01-31
NexPoint Merger Arbitrage Z	0.569%	-20.861%	696,156	-183,511	2022-09-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.540%	0.000%	661,753	0	2023-01-31
Fidelity® Extended Market Index	0.504%	1.774%	616,745	10,748	2023-01-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.502%	0.952%	614,907	5,800	2023-01-31
SPDR® S&P 600 Small Cap Growth ETF	0.492%	0.324%	602,108	1,946	2023-01-31
Principal SmallCap S&P 600 Idx SP	0.476%	0.000%	582,850	0	2023-01-31
Diamond Hill Small-Mid Cap I	0.461%	-29.958%	563,900	-241,192	2023-01-31
Vanguard High Dividend Yield ETF	0.440%	-0.851%	538,390	-4,623	2023-01-31
State St Russell Sm Cap® Indx NL Cl C	0.377%	0.000%	462,185	0	2023-01-31
Columbia Small Cap Index Inst	0.370%	-2.528%	452,637	-11,738	2022-12-31
TIAA-CREF Quant Small-Cap Equity Instl	0.325%	0.000%	397,467	0	2022-12-31
NT R2000 Value Index Fund - NL	0.312%	-1.008%	381,951	-3,889	2022-12-31
FPA Queens Road Small Cap Value	0.309%	0.000%	377,898	0	2022-12-31
GAMCO Intl SICAV Merger Arbtrg I (USD)	0.286%	0.000%	350,704	350,704	2022-06-30
NT R2000 Index Fund - NL	0.285%	-1.068%	348,493	-3,761	2022-12-31
GMO Implementation	0.268%	-35.556%	328,363	-181,169	2022-08-31
JNL Small Cap Index I	0.266%	-0.783%	325,472	-2,569	2022-12-31
Vanguard Russell 2000 ETF	0.264%	3.250%	322,942	10,165	2023-01-31
Man GLG Event Driven Alternative IN USD	0.262%	-13.043%	321,138	-48,168	2022-11-30
Macquarie US Small Cap Core Equity	0.254%	-48.596%	310,618	-293,647	2022-09-30
NT R2000 Index Fund - DC - NL - 2	0.218%	1.770%	267,132	4,645	2022-12-31
BlackRock Extended Mkt Composite	0.215%	0.746%	262,706	1,945	2022-12-31
DFA US Small Cap I	0.211%	-23.515%	258,277	-79,405	2023-01-31
NT R2000 Value Index Fund - L	0.192%	1.409%	234,858	3,264	2022-12-31
Northern Trust Russell 2000 Value Index	0.192%	1.409%	234,858	3,264	2022-12-31
BlackRock Extended Equity Market K	0.187%	1.466%	228,416	3,301	2022-12-31
ProShares Russell 2000 Dividend Growers	0.180%	-9.339%	220,475	-22,711	2022-07-31
Fidelity® Total Market Index	0.166%	7.671%	202,686	14,440	2023-01-31
Russell 2000 Index Non-Lendable Fund E	0.161%	0.700%	197,225	1,371	2022-12-31