South Jersey Industries, Inc. Corporate Units
SJIV
SJIV was delisted on the 16th of February, 2023.
30 hedge funds and large institutions have $401M invested in South Jersey Industries, Inc. Corporate Units in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
59% more capital invested
Capital invested by funds: $253M → $401M (+$148M)
30% more funds holding
Funds holding: 23 → 30 (+7)
42% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$59.4M |
| 2 |
ICA
Infrastructure Capital Advisors
New York
|
+$18.6M |
| 3 |
EC
Elequin Capital
New York
|
+$15M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$11.1M |
| 5 |
Walleye Capital
New York
|
+$6.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$48.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$17.8M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$16.2M |
| 4 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
-$6.97M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.24M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Jane Street
New York
| $218K | +$190K | +3,142 | New |
|
27
Bank of America
Charlotte,
North Carolina
| $83K | -$626K | -10,351 | -90% |
|
28
UBS Group
Zurich,
Switzerland
| $55K | -$66.3K | -1,096 | -58% |
|
|
N
29
Nuveen
Charlotte,
North Carolina
| $54K | – | – | – |
|
30
Qube Research & Technologies (QRT)
London,
United Kingdom
| $7K | +$6.05K | +100 | New |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K | – | – | – |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| $4K | +$3.57K | +59 | New |
|
|
33
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$16.2M | -300,000 | Closed |
|
|
KKRC
34
Kohlberg Kravis Roberts & Co
New York
| – | -$6.97M | -125,000 | Closed |
|
SJIV Hedge Fund Activity: Q1 2022 in Review
30 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. Corporate Units (SJIV) for Q1 2022, worth a combined $401M — up 59% from $253M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SJIV positions and 2 closed out — a net gain of 7 holders — while 7 added to existing stakes and 12 trimmed.
The largest buyer was Weiss Asset Management, opening a new position worth an estimated $59.4M. The largest seller was Citadel Advisors, cutting an estimated $48.3M.
- 30 institutional investors held South Jersey Industries, Inc. Corporate Units (SJIV) as of Q1 2022, up from 23 in Q4 2021.
- Funds reported $401M of South Jersey Industries, Inc. Corporate Units stock for Q1 2022, up 59% quarter-over-quarter.
- 9 funds opened new South Jersey Industries, Inc. Corporate Units positions in Q1 2022 and 2 closed out, a net change of +7 holders.
- The largest South Jersey Industries, Inc. Corporate Units buyer in Q1 2022 was Weiss Asset Management, an estimated $59.4M added.
- The largest South Jersey Industries, Inc. Corporate Units seller in Q1 2022 was Citadel Advisors, an estimated $48.3M sold.
Based on aggregated 13F filings for Q1 2022.