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SJIV

South Jersey Industries, Inc. Corporate Units

Delisted

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

28 hedge funds and large institutions have $390M invested in South Jersey Industries, Inc. Corporate Units in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

3% less capital invested

Capital invested by funds: $401M → $390M (-$11.5M)

7% less funds holding

Funds holding: 3028 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
2
Increased
10
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1
Weiss Asset Management
Massachusetts
$71.9M +$5.15M +75,000 +8%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52.9M -$8.53M -124,070 -14%
BlackRock
3
BlackRock
New York
$35.8M -$386K -5,612 -1%
EC
4
Elequin Capital
New York
$34.9M +$18.1M +262,904 +106%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$33.9M
AAI
6
Aequim Alternative Investments
California
$29.5M
WAM
7
Wolverine Asset Management
Illinois
$25.4M +$1.06M +15,431 +4%
Citadel Advisors
8
Citadel Advisors
Florida
$20.4M -$69 -1 -0%
Wells Fargo
9
Wells Fargo
California
$19.9M -$2.92M -42,437 -13%
Morgan Stanley
10
Morgan Stanley
New York
$14M +$2.68K +39 +0%
Walleye Capital
11
Walleye Capital
New York
$6.81M
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$6.43M -$142K -2,060 -2%
VanEck Associates
13
VanEck Associates
New York
$6.07M +$918K +13,362 +18%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$5.34M +$392K +5,700 +8%
OFG
15
OTA Financial Group
New York
$5.19M +$4.23M +61,596 +413%
ClearBridge Investments
16
ClearBridge Investments
New York
$4.54M
JP Morgan Chase
17
JP Morgan Chase
New York
$3.54M +$1.87M +27,206 +109%
Ameriprise
18
Ameriprise
Minnesota
$2.89M -$687K -10,000 -19%
ICA
19
Infrastructure Capital Advisors
New York
$2.25M -$18.8M -273,503 -89%
WAM
20
Warberg Asset Management
Illinois
$1.77M +$1.79M +26,037 New
Truist Financial
21
Truist Financial
North Carolina
$1.75M +$1.78M +25,849 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.69M +$10.3K +150 +0.6%
Bank of America
23
Bank of America
North Carolina
$1.38M +$1.32M +19,176 +1,609%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$441K -$4.49M -65,316 -91%
CL
25
CSS LLC
Illinois
$419K

SJIV Hedge Fund Activity: Q2 2022 in Review

28 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. Corporate Units (SJIV) for Q2 2022, worth a combined $390M — down 2.9% from $401M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SJIV and 2 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 10 added.

The largest buyer was Elequin Capital, adding an estimated $18.1M. The largest seller was Infrastructure Capital Advisors, cutting an estimated $18.8M.

  • 28 institutional investors held South Jersey Industries, Inc. Corporate Units (SJIV) as of Q2 2022, down from 30 in Q1 2022.
  • Funds reported $390M of South Jersey Industries, Inc. Corporate Units stock for Q2 2022, down 2.9% quarter-over-quarter.
  • 2 funds opened new South Jersey Industries, Inc. Corporate Units positions in Q2 2022 and 4 closed out, a net change of -2 holders.
  • The largest South Jersey Industries, Inc. Corporate Units buyer in Q2 2022 was Elequin Capital, an estimated $18.1M added.
  • The largest South Jersey Industries, Inc. Corporate Units seller in Q2 2022 was Infrastructure Capital Advisors, an estimated $18.8M sold.

Based on aggregated 13F filings for Q2 2022.