South Jersey Industries, Inc. Corporate Units
SJIV
SJIV was delisted on the 16th of February, 2023.
27 hedge funds and large institutions have $287M invested in South Jersey Industries, Inc. Corporate Units in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
0% more funds holding
Funds holding: 27 → 27 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
5% less capital invested
Capital invested by funds: $303M → $287M (-$16M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$16.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$10.7M |
| 3 |
BlackRock
New York
|
+$10M |
| 4 |
ICA
Infrastructure Capital Advisors
New York
|
+$7.47M |
| 5 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
+$6.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Shaolin Capital Management
Miami,
Florida
|
-$24.8M |
| 2 |
CL
CSS LLC
Chicago,
Illinois
|
-$5.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$5.04M |
| 4 |
ICM
III Capital Management
Boca Raton,
Florida
|
-$3.32M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
26
BlueCrest Capital Management
St Helier,
Jersey
| $331K | +$367K | +6,831 | New |
|
|
N
27
Nuveen
Charlotte,
North Carolina
| $38K | – | – | – |
|
28
Qube Research & Technologies (QRT)
London,
United Kingdom
| $5K | +$5.37K | +100 | New |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | – | – | – |
|
|
SCM
30
Shaolin Capital Management
Miami,
Florida
| – | -$24.8M | -450,000 | Closed |
|
|
CL
31
CSS LLC
Chicago,
Illinois
| – | -$5.4M | -97,330 | Closed |
|
|
ICM
32
III Capital Management
Boca Raton,
Florida
| – | -$3.32M | -60,000 | Closed |
|
33
Walleye Capital
New York
| – | -$3.33K | -60,000 | Closed |
|
34
UBS Group
Zurich,
Switzerland
| – | -$77K | -1,377 | Closed |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| – | -$2.85K | -53 | -95% |
|
SJIV Hedge Fund Activity: Q3 2021 in Review
27 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. Corporate Units (SJIV) for Q3 2021, worth a combined $287M — down 5.3% from $303M a quarter earlier.
Fund positioning in SJIV was balanced in Q3 2021: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 6 trimmed.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $16.1M. The largest seller was Shaolin Capital Management, exiting entirely with an estimated $24.8M sold.
- 27 institutional investors held South Jersey Industries, Inc. Corporate Units (SJIV) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $287M of South Jersey Industries, Inc. Corporate Units stock for Q3 2021, down 5.3% quarter-over-quarter.
- 5 funds opened new South Jersey Industries, Inc. Corporate Units positions in Q3 2021 and 5 closed out, a net change of 0 holders.
- The largest South Jersey Industries, Inc. Corporate Units buyer in Q3 2021 was Bank of Montreal, an estimated $16.1M added.
- The largest South Jersey Industries, Inc. Corporate Units seller in Q3 2021 was Shaolin Capital Management, an estimated $24.8M sold.
Based on aggregated 13F filings for Q3 2021.