South Jersey Industries, Inc. Corporate Units
SJIV
SJIV was delisted on the 16th of February, 2023.
28 hedge funds and large institutions have $389M invested in South Jersey Industries, Inc. Corporate Units in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
17% more funds holding
Funds holding: 24 → 28 (+4)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
4% more capital invested
Capital invested by funds: $374M → $389M (+$14.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
+$48M |
| 2 |
SM
Skaana Management
Brooklyn,
New York
|
+$26.6M |
| 3 |
Morgan Stanley
New York
|
+$12M |
| 4 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
+$9.41M |
| 5 |
Jane Street
New York
|
+$9.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$55.1M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$32.1M |
| 3 |
EC
Elequin Capital
New York
|
-$29.4M |
| 4 |
BlackRock
New York
|
-$2.27M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
JP Morgan Chase
New York
| $138K | -$35K | -510 | -20% |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $31K | – | – | – |
|
|
AF
28
Allworth Financial
Folsom,
California
| $13.8K | +$13.7K | +200 | New |
|
29
Qube Research & Technologies (QRT)
London,
United Kingdom
| $6.9K | – | – | – |
|
|
30
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$32.1M | -479,910 | Closed |
|
|
31
Bank of America
Charlotte,
North Carolina
| – | -$2.25M | -33,829 | Closed |
|
SJIV Hedge Fund Activity: Q4 2022 in Review
28 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. Corporate Units (SJIV) for Q4 2022, worth a combined $389M — up 3.9% from $374M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SJIV positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was Kohlberg Kravis Roberts & Co, opening a new position worth an estimated $48M. The largest seller was Weiss Asset Management, cutting an estimated $55.1M.
- 28 institutional investors held South Jersey Industries, Inc. Corporate Units (SJIV) as of Q4 2022, up from 24 in Q3 2022.
- Funds reported $389M of South Jersey Industries, Inc. Corporate Units stock for Q4 2022, up 3.9% quarter-over-quarter.
- 6 funds opened new South Jersey Industries, Inc. Corporate Units positions in Q4 2022 and 2 closed out, a net change of +4 holders.
- The largest South Jersey Industries, Inc. Corporate Units buyer in Q4 2022 was Kohlberg Kravis Roberts & Co, an estimated $48M added.
- The largest South Jersey Industries, Inc. Corporate Units seller in Q4 2022 was Weiss Asset Management, an estimated $55.1M sold.
Based on aggregated 13F filings for Q4 2022.