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SJIV

South Jersey Industries, Inc. Corporate Units

Delisted

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

30 hedge funds and large institutions have $401M invested in South Jersey Industries, Inc. Corporate Units in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

59% more capital invested

Capital invested by funds: $253M → $401M (+$148M)

30% more funds holding

Funds holding: 2330 (+7)

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
30
Holders Change
+7
Holders Change %
+30.43%
% of All Funds
0.47%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
7
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1
Weiss Asset Management
Massachusetts
$68.3M +$59.4M +982,942 New
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63M -$1.67M -27,650 -3%
BlackRock
3
BlackRock
New York
$37.1M -$2.02M -33,379 -6%
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$34.8M
AAI
5
Aequim Alternative Investments
California
$30.2M +$2.12M +35,000 +9%
WAM
6
Wolverine Asset Management
Illinois
$25M -$2.24M -37,069 -9%
Wells Fargo
7
Wells Fargo
California
$23.4M +$11.1M +184,222 +121%
ICA
8
Infrastructure Capital Advisors
New York
$21.3M +$18.6M +306,855 New
Citadel Advisors
9
Citadel Advisors
Florida
$21M -$48.3M -799,407 -73%
EC
10
Elequin Capital
New York
$17.3M +$15M +248,004 New
Morgan Stanley
11
Morgan Stanley
New York
$14.3M +$5.57M +92,035 +81%
Walleye Capital
12
Walleye Capital
New York
$6.99M +$6.05M +100,000 New
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$6.73M -$130K -2,150 -2%
VanEck Associates
14
VanEck Associates
New York
$5.29M -$258K -4,261 -5%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$5.09M +$1.09M +18,000 +33%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$4.99M -$1.36M -22,484 -24%
ClearBridge Investments
17
ClearBridge Investments
New York
$4.65M -$4.96K -82 -0.1%
Ameriprise
18
Ameriprise
Minnesota
$3.64M -$17.8M -295,100 -85%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.74M -$907K -15,000 -38%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.72M +$31.7K +525 +2%
BCM
21
BlueCrest Capital Management
Jersey
$1.72M +$998K +16,506 +201%
OFG
22
OTA Financial Group
New York
$1.03M +$901K +14,899 New
Invesco
23
Invesco
Georgia
$671K
VF
24
Virtu Financial
New York
$519K +$451K +7,464 New
CL
25
CSS LLC
Illinois
$429K +$125K +2,065 +50%

SJIV Hedge Fund Activity: Q1 2022 in Review

30 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. Corporate Units (SJIV) for Q1 2022, worth a combined $401M — up 59% from $253M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SJIV positions and 2 closed out — a net gain of 7 holders — while 7 added to existing stakes and 12 trimmed.

The largest buyer was Weiss Asset Management, opening a new position worth an estimated $59.4M. The largest seller was Citadel Advisors, cutting an estimated $48.3M.

  • 30 institutional investors held South Jersey Industries, Inc. Corporate Units (SJIV) as of Q1 2022, up from 23 in Q4 2021.
  • Funds reported $401M of South Jersey Industries, Inc. Corporate Units stock for Q1 2022, up 59% quarter-over-quarter.
  • 9 funds opened new South Jersey Industries, Inc. Corporate Units positions in Q1 2022 and 2 closed out, a net change of +7 holders.
  • The largest South Jersey Industries, Inc. Corporate Units buyer in Q1 2022 was Weiss Asset Management, an estimated $59.4M added.
  • The largest South Jersey Industries, Inc. Corporate Units seller in Q1 2022 was Citadel Advisors, an estimated $48.3M sold.

Based on aggregated 13F filings for Q1 2022.