South Jersey Industries, Inc. Corporate Units
SJIV
SJIV was delisted on the 16th of February, 2023.
24 hedge funds and large institutions have $374M invested in South Jersey Industries, Inc. Corporate Units in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 5 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less capital invested
Capital invested by funds: $390M → $374M (-$15.8M)
14% less funds holding
Funds holding: 28 → 24 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$22.5M |
| 2 |
EC
Elequin Capital
New York
|
+$21.4M |
| 3 |
D.E. Shaw & Co
New York
|
+$3.41M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.3M |
| 5 |
VanEck Associates
New York
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$20.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$17.2M |
| 3 |
Morgan Stanley
New York
|
-$5.87M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$3.91M |
| 5 |
JP Morgan Chase
New York
|
-$3.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Ameriprise
Minneapolis,
Minnesota
| – | -$2.89M | -42,500 | Closed |
|
|
ICA
27
Infrastructure Capital Advisors
New York
| – | -$2.25M | -33,352 | Closed |
|
28
Truist Financial
Charlotte,
North Carolina
| – | -$1.75M | -25,849 | Closed |
|
|
CL
29
CSS LLC
Chicago,
Illinois
| – | -$419K | -6,167 | Closed |
|
30
UBS Group
Zurich,
Switzerland
| – | -$53K | -774 | Closed |
|
SJIV Hedge Fund Activity: Q3 2022 in Review
24 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. Corporate Units (SJIV) for Q3 2022, worth a combined $374M — down 4% from $390M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SJIV and 1 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 9 added.
The largest buyer was SG Americas Securities, opening a new position worth an estimated $22.5M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $20.2M.
- 24 institutional investors held South Jersey Industries, Inc. Corporate Units (SJIV) as of Q3 2022, down from 28 in Q2 2022.
- Funds reported $374M of South Jersey Industries, Inc. Corporate Units stock for Q3 2022, down 4% quarter-over-quarter.
- 1 fund opened new South Jersey Industries, Inc. Corporate Units positions in Q3 2022 and 5 closed out, a net change of -4 holders.
- The largest South Jersey Industries, Inc. Corporate Units buyer in Q3 2022 was SG Americas Securities, an estimated $22.5M added.
- The largest South Jersey Industries, Inc. Corporate Units seller in Q3 2022 was Manulife (Manufacturers Life Insurance), an estimated $20.2M sold.
Based on aggregated 13F filings for Q3 2022.