SJIIU — SOUTH JERSEY INDS INC
Reported value held$126.47M
Funds holding (latest)11
Sector—
SJIIU (SOUTH JERSEY INDS INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 11 funds have reported positions historically, with the sum of their latest reported stakes valued at $126.47M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q4 2022 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| D. E. Shaw & Co history | 548.19K | $38.02M | 0.05% | Hold |
| Citadel Advisors history | 300.56K | $20.79M | 0.01% | Hold |
| Morgan Stanley history | 295.52K | $20.34M | 0.00% | Add |
| Wells Fargo & Co history | 20.44K | $1.41M | 0.00% | Reduce |
| Invesco Ltd history | 5.10K | $352.00K | 0.00% | Hold |
| JPMorgan Chase & Co history | 2.00K | $138 | 0.00% | Reduce |
Q3 2022 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| D. E. Shaw & Co history | 548.19K | $36.58M | 0.05% | Add |
| Manulife Financial history | 479.91K | $32.13M | 0.04% | Reduce |
| Citadel Advisors history | 300.83K | $20.08M | 0.01% | Hold |
| Morgan Stanley history | 120.08K | $8.01M | 0.00% | Reduce |
| Wells Fargo & Co history | 41.88K | $2.79M | 0.00% | Reduce |
| Bank of America Corp history | 33.83K | $2.25M | 0.00% | Add |
| Invesco Ltd history | 5.10K | $339.00K | 0.00% | Hold |
| JPMorgan Chase & Co history | 2.51K | $167.00K | 0.00% | Reduce |
Q2 2022 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Manulife Financial history | 776.27K | $52.89M | 0.05% | Reduce |
| D. E. Shaw & Co history | 498.19K | $33.90M | 0.04% | Hold |
| Citadel Advisors history | 300.59K | $20.43M | 0.01% | Hold |
| Wells Fargo & Co history | 293.82K | $19.95M | 0.01% | Reduce |
| Morgan Stanley history | 206.12K | $14.01M | 0.00% | Hold |
| JPMorgan Chase & Co history | 52.21K | $3.54M | 0.00% | Add |
| Bank of America Corp history | 20.37K | $1.38M | 0.00% | Add |
| Invesco Ltd history | 5.10K | $347.00K | 0.00% | Reduce |
| UBS Group AG history | 774 | $53.00K | 0.00% | Reduce |
Q1 2022 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Manulife Financial history | 900.34K | $62.96M | 0.06% | Reduce |
| D. E. Shaw & Co history | 498.19K | $34.76M | 0.04% | Hold |
| Wells Fargo & Co history | 336.26K | $23.38M | 0.01% | Add |
| Citadel Advisors history | 300.59K | $20.97M | 0.01% | Reduce |
| Morgan Stanley history | 206.09K | $14.31M | 0.00% | Add |
| JPMorgan Chase & Co history | 25.00K | $1.74M | 0.00% | Reduce |
| Invesco Ltd history | 9.65K | $671.00K | 0.00% | Hold |
| Bank of America Corp history | 1.19K | $83.00K | 0.00% | Reduce |
| UBS Group AG history | 793 | $55.00K | 0.00% | Reduce |
Q4 2021 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 1.10M | $61.35M | 0.01% | Add |
| Manulife Financial history | 927.99K | $52.10M | 0.04% | Add |
| D. E. Shaw & Co history | 498.19K | $27.79M | 0.03% | Reduce |
| Wells Fargo & Co history | 152.03K | $8.48M | 0.00% | Reduce |
| Morgan Stanley history | 114.05K | $6.36M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 40.00K | $2.23M | 0.00% | Hold |
| Bank of America Corp history | 11.54K | $644.00K | 0.00% | Reduce |
| Invesco Ltd history | 9.65K | $538.00K | 0.00% | Hold |
| UBS Group AG history | 1.89K | $105.00K | 0.00% | New |
Q3 2021 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Manulife Financial history | 920.50K | $44.58M | 0.04% | New |
| D. E. Shaw & Co history | 700.00K | $33.48M | 0.03% | New |
| Citadel Advisors history | 650.00K | $31.06M | 0.01% | New |
| Two Sigma Investments history | 180.00K | $8.72M | 0.02% | New |
| Wells Fargo & Co history | 172.42K | $8.35M | 0.00% | New |
| Morgan Stanley history | 143.19K | $6.82M | 0.00% | New |
| Millennium Management history | 50.30K | $2.41M | 0.00% | New |
| JPMorgan Chase & Co history | 40.00K | $1.94M | 0.00% | New |
| Bank of America Corp history | 16.44K | $797.00K | 0.00% | New |
| Invesco Ltd history | 9.65K | $467.00K | 0.00% | New |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 11 funds)
| Fund | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|
| D. E. Shaw & Co | 548.19K | 548.19K | 498.19K | 498.19K | 498.19K | 700.00K |
| Citadel Advisors | 300.56K | 300.83K | 300.59K | 300.59K | 1.10M | 650.00K |
| Morgan Stanley | 295.52K | 120.08K | 206.12K | 206.09K | 114.05K | 143.19K |
| Wells Fargo & Co | 20.44K | 41.88K | 293.82K | 336.26K | 152.03K | 172.42K |
| Invesco Ltd | 5.10K | 5.10K | 5.10K | 9.65K | 9.65K | 9.65K |
| JPMorgan Chase & Co | 2.00K | 2.51K | 52.21K | 25.00K | 40.00K | 40.00K |
| Two Sigma Investments | — | — | — | — | — | 180.00K |
| Bank of America Corp | — | 33.83K | 20.37K | 1.19K | 11.54K | 16.44K |
| Millennium Management | — | — | — | — | — | 50.30K |
| UBS Group AG | — | — | 774 | 793 | 1.89K | — |
| Manulife Financial | — | 479.91K | 776.27K | 900.34K | 927.99K | 920.50K |