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SJIV

South Jersey Industries, Inc. Corporate Units

Delisted

SJIV was delisted on the 16th of February, 2023.

27 hedge funds and large institutions have $303M invested in South Jersey Industries, Inc. Corporate Units in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

2% more capital invested

Capital invested by funds: $296M → $303M (+$6.46M)

27% less funds holding

Funds holding: 3727 (-10)

48% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 21

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
27
Holders Change
-10
Holders Change %
-27.03%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
10
Reduced
5
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.4M +$26.6M +480,000 +118%
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$38.7M +$16.6M +300,000 +75%
Citadel Advisors
3
Citadel Advisors
Florida
$24.9M +$11.1M +200,000 +80%
SCM
4
Shaolin Capital Management
Florida
$24.8M +$2.77M +50,000 +13%
WAM
5
Wolverine Asset Management
Illinois
$23.7M -$40K -721 -0.2%
BlackRock
6
BlackRock
New York
$20.8M +$20.7M +372,516 New
AAI
7
Aequim Alternative Investments
California
$19.5M +$19.4M +350,000 New
Ameriprise
8
Ameriprise
Minnesota
$16.8M +$144K +2,600 +0.9%
ICA
9
Infrastructure Capital Advisors
New York
$15.6M +$10.3M +186,343 +199%
Wells Fargo
10
Wells Fargo
California
$14.9M +$14.8M +265,851 +53,170%
Two Sigma Investments
11
Two Sigma Investments
New York
$11.2M +$11.1M +200,000 New
CL
12
CSS LLC
Illinois
$5.4M +$4.57M +82,284 +547%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$4.98M +$44.4K +800 +0.9%
Bank of America
14
Bank of America
North Carolina
$4.16M -$10.6M -191,115 -72%
JP Morgan Chase
15
JP Morgan Chase
New York
$4.05M +$4.02M +72,500 New
VanEck Associates
16
VanEck Associates
New York
$3.78M +$211K +3,810 +6%
ClearBridge Investments
17
ClearBridge Investments
New York
$3.73M +$3.71M +66,897 New
ICM
18
III Capital Management
Florida
$3.32M
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$3.04M +$3.05M +55,000 New
VSI
20
Verde Servicos Internacionais
Brazil
$2.78M -$2.77M -50,000 Closed
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$1.85M +$1.84M +33,094 New
Morgan Stanley
22
Morgan Stanley
New York
$1.71M +$1.73M +31,146 New
KKRC
23
Kohlberg Kravis Roberts & Co
New York
$1.4M -$1.39M -25,000 Closed
RJFSA
24
Raymond James Financial Services Advisors
Florida
$790K +$785K +14,150 New
Millennium Management
25
Millennium Management
New York
$737K -$29.8M -536,693 -98%

SJIV Hedge Fund Activity: Q2 2021 in Review

27 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. Corporate Units (SJIV) for Q2 2021, worth a combined $303M — up 2.2% from $296M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of SJIV and 11 opened new positions — a net loss of 10 holders — while 5 trimmed existing stakes and 10 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $26.6M. The largest seller was Millennium Management, cutting an estimated $29.8M.

  • 27 institutional investors held South Jersey Industries, Inc. Corporate Units (SJIV) as of Q2 2021, down from 37 in Q1 2021.
  • Funds reported $303M of South Jersey Industries, Inc. Corporate Units stock for Q2 2021, up 2.2% quarter-over-quarter.
  • 11 funds opened new South Jersey Industries, Inc. Corporate Units positions in Q2 2021 and 21 closed out, a net change of -10 holders.
  • The largest South Jersey Industries, Inc. Corporate Units buyer in Q2 2021 was Manulife (Manufacturers Life Insurance), an estimated $26.6M added.
  • The largest South Jersey Industries, Inc. Corporate Units seller in Q2 2021 was Millennium Management, an estimated $29.8M sold.

Based on aggregated 13F filings for Q2 2021.