We are live on ! Find out more

953 hedge funds and large institutions have $46.5B invested in Sempra in 2022 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 346 increasing their positions, 268 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 76

89% more call options, than puts

Call options by funds: $194M | Put options by funds: $102M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

30% more capital invested

Capital invested by funds: $35.9B → $46.5B (+$10.6B)

29% more repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 268

8% more funds holding

Funds holding: 884953 (+69)

6.05% more ownership

Funds ownership: 170.37%176.43% (+6.1%)

Holders
953
Holders Change
+69
Holders Change %
+7.81%
% of All Funds
15.03%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
157
Increased
346
Reduced
268
Closed
76
Calls
$194M
Puts
$102M
Net Calls
+$91.3M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Shell Asset Management
Netherlands
$5.71M +$1.23M +17,122 +34%
AFWM
227
AMJ Financial Wealth Management
Virginia
$5.68M +$4.86M +67,616 New
AC
228
Allstate Corporation
Illinois
$5.67M -$513K -7,136 -10%
AMI
229
Amica Mutual Insurance
Rhode Island
$5.61M -$253K -3,514 -5%
CB
230
Commerce Bank
Missouri
$5.54M -$701K -9,754 -13%
CCM
231
Covington Capital Management
California
$5.51M
KeyBank National Association
232
KeyBank National Association
Ohio
$5.31M -$222K -3,090 -5%
AIM
233
Achmea Investment Management
Netherlands
$5.15M +$4.4M +61,300 New
BNP Paribas Asset Management
234
BNP Paribas Asset Management
France
$5.11M -$15.2M -210,846 -78%
LMIM
235
Lockheed Martin Investment Management
Maryland
$5.11M -$790K -11,000 -15%
HIMCH
236
Hartford Investment Management Co (HIMCO)
Connecticut
$5.09M -$300K -4,170 -6%
NB
237
Norinchukin Bank
Japan
$5M +$330K +4,588 +8%
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$4.82M +$2.32M +32,280 +131%
Schroder Investment Management Group
239
Schroder Investment Management Group
United Kingdom
$4.79M +$1.09M +15,212 +36%
CAN
240
Cetera Advisor Networks
California
$4.61M +$232K +3,222 +6%
AT
241
Arden Trust
Delaware
$4.54M +$833K +11,590 +27%
DY
242
Dowling & Yahnke
California
$4.5M +$86.2K +1,200 +2%
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$4.49M -$92.8K -1,292 -2%
MA
244
MUFG Americas
New York
$4.49M +$5.03K +70 +0.1%
RBA
245
Richard Bernstein Advisors
New York
$4.44M +$3.79M +52,800 New
IWP
246
Icon Wealth Partners
Texas
$4.43M +$331K +4,600 +10%
WAM
247
Werlinich Asset Management
Connecticut
$4.37M
CWM
248
CCG Wealth Management
California
$4.34M
OPERF
249
Oregon Public Employees Retirement Fund
Oregon
$4.32M -$32.5K -452 -0.9%
EI
250
Ethic Inc
New York
$4.24M +$168K +2,340 +5%

SRE Hedge Fund Activity: Q1 2022 in Review

953 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q1 2022, worth a combined $46.5B — up 30% from $35.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new SRE positions and 76 closed out — a net gain of 81 holders — while 346 added to existing stakes and 268 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $774M. The largest seller was Zimmer Partners, cutting an estimated $194M.

  • 953 institutional investors held Sempra (SRE) as of Q1 2022, up from 884 in Q4 2021.
  • Funds reported $46.5B of Sempra stock for Q1 2022, up 30% quarter-over-quarter.
  • 157 funds opened new Sempra positions in Q1 2022 and 76 closed out, a net change of +81 holders.
  • The largest Sempra buyer in Q1 2022 was T. Rowe Price Associates, an estimated $774M added.
  • The largest Sempra seller in Q1 2022 was Zimmer Partners, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2022.