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SJIV

South Jersey Industries, Inc. Corporate Units
SJIV

Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
27
Holders Change
–
Holders Change %
0%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
12
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$16.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$10.7M
3
BlackRock
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
Florida
-$24.8M
2
CL
CSS LLC
Illinois
-$5.4M
3
Wells Fargo
Wells Fargo
California
-$5.04M
4
ICM
III Capital Management
Florida
-$3.32M
5
Bank of America
Bank of America
North Carolina
-$3.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.6M +$1.88M +35,000 +4%
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$33.5M – – –
Citadel Advisors
3
Citadel Advisors
Florida
$31.1M +$10.7M +200,000 +44%
BlackRock
4
BlackRock
New York
$27.1M +$10M +186,826 +50%
ICA
5
Infrastructure Capital Advisors
New York
$21.3M +$7.47M +139,057 +50%
AAI
6
Aequim Alternative Investments
California
$19.4M +$2.68M +50,000 +14%
WAM
7
Wolverine Asset Management
Illinois
$19M -$1.65M -30,778 -7%
Ameriprise
8
Ameriprise
Minnesota
$16.7M +$2.28M +42,500 +14%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$14.9M +$16.1M +300,000 New
Two Sigma Investments
10
Two Sigma Investments
New York
$8.72M -$1.07M -20,000 -10%
Wells Fargo
11
Wells Fargo
California
$8.35M -$5.04M -93,930 -35%
Morgan Stanley
12
Morgan Stanley
New York
$6.82M +$6.02M +112,043 +360%
KKRC
13
Kohlberg Kravis Roberts & Co
New York
$6.05M +$6.71M +125,000 New
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$4.47M +$3.18M +59,297 +179%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$4.47M +$161K +3,000 +3%
VanEck Associates
16
VanEck Associates
New York
$3.72M +$489K +9,107 +13%
ClearBridge Investments
17
ClearBridge Investments
New York
$3.24M – – –
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$2.63M – – –
VSI
19
Verde Servicos Internacionais
Brazil
$2.41M – – –
Millennium Management
20
Millennium Management
New York
$2.41M +$1.99M +36,997 +278%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.94M -$1.74M -32,500 -45%
CS
22
Credit Suisse
Switzerland
$1.21M +$1.34M +25,000 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.12M +$478K +8,899 +63%
Bank of America
24
Bank of America
North Carolina
$797K -$3.12M -58,147 -78%
Invesco
25
Invesco
Georgia
$467K – – –
1
2

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.