We are live on ! Find out more
SJIV

South Jersey Industries, Inc. Corporate Units

Delisted

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

28 hedge funds and large institutions have $389M invested in South Jersey Industries, Inc. Corporate Units in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

17% more funds holding

Funds holding: 2428 (+4)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

4% more capital invested

Capital invested by funds: $374M → $389M (+$14.7M)

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.45%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
6
Increased
8
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KKRC
1
Kohlberg Kravis Roberts & Co
New York
$48.1M +$48M +700,000 New
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$38M
BlackRock
3
BlackRock
New York
$34.7M -$2.27M -33,040 -6%
AAI
4
Aequim Alternative Investments
California
$34.5M +$4.46M +65,000 +15%
EC
5
Elequin Capital
New York
$27.4M -$29.4M -427,803 -52%
SM
6
Skaana Management
New York
$26.8M +$26.6M +388,292 New
SG Americas Securities
7
SG Americas Securities
New York
$22.8M
WAM
8
Wolverine Asset Management
Illinois
$20.9M -$967K -14,083 -4%
Citadel Advisors
9
Citadel Advisors
Florida
$20.8M -$18.6K -271 -0.1%
Morgan Stanley
10
Morgan Stanley
New York
$20.3M +$12M +175,439 +146%
WAM
11
Weiss Asset Management
Massachusetts
$17.7M -$55.1M -802,381 -76%
Walleye Capital
12
Walleye Capital
New York
$13.8M +$6.86M +100,000 +100%
WAM
13
Warberg Asset Management
Illinois
$10.7M +$9.41M +137,140 +764%
Jane Street
14
Jane Street
New York
$9.29M +$9.24M +134,660 New
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$8.99M +$1.79M +26,109 +25%
VanEck Associates
16
VanEck Associates
New York
$7.31M +$86.5K +1,261 +1%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$6.7M
OFG
18
OTA Financial Group
New York
$6.15M +$2.37M +34,488 +63%
BCM
19
BlueCrest Capital Management
Jersey
$4.86M +$4.83M +70,358 New
ClearBridge Investments
20
ClearBridge Investments
New York
$4.61M
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.73M +$6.86K +100 +0.4%
Wells Fargo
22
Wells Fargo
California
$1.41M -$1.47M -21,446 -51%
Invesco
23
Invesco
Georgia
$352K
VF
24
Virtu Financial
New York
$283K +$282K +4,106 New
Neuberger Berman Group
25
Neuberger Berman Group
New York
$262K

SJIV Hedge Fund Activity: Q4 2022 in Review

28 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in South Jersey Industries, Inc. Corporate Units (SJIV) for Q4 2022, worth a combined $389M — up 3.9% from $374M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SJIV positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Kohlberg Kravis Roberts & Co, opening a new position worth an estimated $48M. The largest seller was Weiss Asset Management, cutting an estimated $55.1M.

  • 28 institutional investors held South Jersey Industries, Inc. Corporate Units (SJIV) as of Q4 2022, up from 24 in Q3 2022.
  • Funds reported $389M of South Jersey Industries, Inc. Corporate Units stock for Q4 2022, up 3.9% quarter-over-quarter.
  • 6 funds opened new South Jersey Industries, Inc. Corporate Units positions in Q4 2022 and 2 closed out, a net change of +4 holders.
  • The largest South Jersey Industries, Inc. Corporate Units buyer in Q4 2022 was Kohlberg Kravis Roberts & Co, an estimated $48M added.
  • The largest South Jersey Industries, Inc. Corporate Units seller in Q4 2022 was Weiss Asset Management, an estimated $55.1M sold.

Based on aggregated 13F filings for Q4 2022.