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SJIV

South Jersey Industries, Inc. Corporate Units

Delisted

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

24 hedge funds and large institutions have $374M invested in South Jersey Industries, Inc. Corporate Units in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $390M → $374M (-$15.8M)

14% less funds holding

Funds holding: 2824 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
24
Holders Change
-4
Holders Change %
-14.29%
% of All Funds
0.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
1
Increased
9
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1
Weiss Asset Management
Massachusetts
$70.6M
EC
2
Elequin Capital
New York
$54.9M +$21.4M +314,103 +61%
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$36.6M +$3.41M +50,000 +10%
BlackRock
4
BlackRock
New York
$35.6M +$549K +8,040 +2%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.1M -$20.2M -296,360 -38%
AAI
6
Aequim Alternative Investments
California
$29M
SG Americas Securities
7
SG Americas Securities
New York
$22M +$22.5M +330,000 New
WAM
8
Wolverine Asset Management
Illinois
$21.1M -$3.91M -57,251 -15%
Citadel Advisors
9
Citadel Advisors
Florida
$20.1M +$16K +235 +0.1%
Morgan Stanley
10
Morgan Stanley
New York
$8.01M -$5.87M -86,040 -42%
VanEck Associates
11
VanEck Associates
New York
$6.97M +$1.04M +15,241 +17%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$6.94M +$641K +9,397 +10%
Walleye Capital
13
Walleye Capital
New York
$6.7M
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$6.52M +$1.3M +19,000 +24%
ClearBridge Investments
15
ClearBridge Investments
New York
$4.45M
OFG
16
OTA Financial Group
New York
$3.64M -$1.49M -21,862 -29%
Wells Fargo
17
Wells Fargo
California
$2.79M -$17.2M -251,935 -86%
Bank of America
18
Bank of America
North Carolina
$2.25M +$919K +13,461 +66%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.67M +$10.2K +150 +0.6%
WAM
20
Warberg Asset Management
Illinois
$1.2M -$551K -8,077 -31%
Invesco
21
Invesco
Georgia
$339K
Neuberger Berman Group
22
Neuberger Berman Group
New York
$253K -$184K -2,700 -42%
JP Morgan Chase
23
JP Morgan Chase
New York
$167K -$3.39M -49,696 -95%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$7K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2K

SJIV Hedge Fund Activity: Q3 2022 in Review

24 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. Corporate Units (SJIV) for Q3 2022, worth a combined $374M — down 4% from $390M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SJIV and 1 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 9 added.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $22.5M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $20.2M.

  • 24 institutional investors held South Jersey Industries, Inc. Corporate Units (SJIV) as of Q3 2022, down from 28 in Q2 2022.
  • Funds reported $374M of South Jersey Industries, Inc. Corporate Units stock for Q3 2022, down 4% quarter-over-quarter.
  • 1 fund opened new South Jersey Industries, Inc. Corporate Units positions in Q3 2022 and 5 closed out, a net change of -4 holders.
  • The largest South Jersey Industries, Inc. Corporate Units buyer in Q3 2022 was SG Americas Securities, an estimated $22.5M added.
  • The largest South Jersey Industries, Inc. Corporate Units seller in Q3 2022 was Manulife (Manufacturers Life Insurance), an estimated $20.2M sold.

Based on aggregated 13F filings for Q3 2022.