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SJIV

South Jersey Industries, Inc. Corporate Units

Delisted

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

23 hedge funds and large institutions have $253M invested in South Jersey Industries, Inc. Corporate Units in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

12% less capital invested

Capital invested by funds: $287M → $253M (-$33.7M)

15% less funds holding

Funds holding: 2723 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
23
Holders Change
-4
Holders Change %
-14.81%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
8
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$61.3M +$23.5M +450,000 +69%
BlackRock
2
BlackRock
New York
$31.6M +$362K +6,917 +1%
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$27.8M -$10.6M -201,811 -29%
AAI
4
Aequim Alternative Investments
California
$22.3M
WAM
5
Wolverine Asset Management
Illinois
$22.1M -$85.6K -1,636 -0.4%
Ameriprise
6
Ameriprise
Minnesota
$19.4M
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$16.2M
Wells Fargo
8
Wells Fargo
California
$8.48M -$1.07M -20,386 -12%
KKRC
9
Kohlberg Kravis Roberts & Co
New York
$6.97M
Morgan Stanley
10
Morgan Stanley
New York
$6.36M -$1.52M -29,138 -20%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$5.52M +$346K +6,610 +7%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$5.26M +$105K +2,000 +2%
VanEck Associates
13
VanEck Associates
New York
$4.48M +$179K +3,431 +4%
ClearBridge Investments
14
ClearBridge Investments
New York
$3.73M
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$3.06M
VSI
16
Verde Servicos Internacionais
Brazil
$2.79M
JP Morgan Chase
17
JP Morgan Chase
New York
$2.23M
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.35M +$58.8K +1,125 +5%
Bank of America
19
Bank of America
North Carolina
$644K -$256K -4,897 -30%
Invesco
20
Invesco
Georgia
$538K
BCM
21
BlueCrest Capital Management
Jersey
$457K +$71.3K +1,364 +20%
CL
22
CSS LLC
Illinois
$229K +$215K +4,102 New
UBS Group
23
UBS Group
Switzerland
$105K +$98.8K +1,889 New
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52.1K +$392K +7,490 +0.8%
N
25
Nuveen
North Carolina
$43K

SJIV Hedge Fund Activity: Q4 2021 in Review

23 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. Corporate Units (SJIV) for Q4 2021, worth a combined $253M — down 12% from $287M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SJIV and 2 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 8 added.

The largest buyer was Citadel Advisors, adding an estimated $23.5M. The largest seller was Infrastructure Capital Advisors, exiting entirely with an estimated $21.3M sold.

  • 23 institutional investors held South Jersey Industries, Inc. Corporate Units (SJIV) as of Q4 2021, down from 27 in Q3 2021.
  • Funds reported $253M of South Jersey Industries, Inc. Corporate Units stock for Q4 2021, down 12% quarter-over-quarter.
  • 2 funds opened new South Jersey Industries, Inc. Corporate Units positions in Q4 2021 and 6 closed out, a net change of -4 holders.
  • The largest South Jersey Industries, Inc. Corporate Units buyer in Q4 2021 was Citadel Advisors, an estimated $23.5M added.
  • The largest South Jersey Industries, Inc. Corporate Units seller in Q4 2021 was Infrastructure Capital Advisors, an estimated $21.3M sold.

Based on aggregated 13F filings for Q4 2021.