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956 hedge funds and large institutions have $40.9B invested in Sempra in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 352 increasing their positions, 302 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more call options, than puts

Call options by funds: $113M | Put options by funds: $41M

24% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 83

17% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 302

0% more funds holding

Funds holding: 953956 (+3)

2.44% less ownership

Funds ownership: 176.43%173.99% (-2.4%)

12% less capital invested

Capital invested by funds: $46.5B → $40.9B (-$5.59B)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
956
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
16.11%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
103
Increased
352
Reduced
302
Closed
83
Calls
$113M
Puts
$41M
Net Calls
+$72M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DY
251
Dowling & Yahnke
California
$4.02M -$6.42K -80 -0.1%
IWP
252
Icon Wealth Partners
Texas
$4M +$41.4K +516 +1%
RBA
253
Richard Bernstein Advisors
New York
$3.97M
MA
254
MUFG Americas
New York
$3.96M -$59.6K -742 -1%
WAM
255
Werlinich Asset Management
Connecticut
$3.91M
CWM
256
CCG Wealth Management
California
$3.88M
X
257
Xponance
Pennsylvania
$3.81M -$2.88M -35,920 -41%
EMPI
258
Elo Mutual Pension Insurance
Finland
$3.74M -$37.6K -468 -0.9%
EWA
259
EP Wealth Advisors
California
$3.71M -$60.5K -754 -2%
CC
260
Cipher Capital
New York
$3.69M +$3.94M +49,068 New
AT
261
Arden Trust
Delaware
$3.65M -$436K -5,430 -10%
MSRPS
262
Maryland State Retirement & Pension System
Maryland
$3.64M -$81.7K -1,018 -2%
PPW
263
Parcion Private Wealth
Washington
$3.62M +$12.2K +152 +0.3%
KA
264
Kintegral Advisory
New York
$3.57M +$80.8K +1,006 +2%
Federated Hermes
265
Federated Hermes
Pennsylvania
$3.55M -$1.77M -22,030 -32%
KRS
266
Kentucky Retirement Systems
Kentucky
$3.5M +$477K +5,944 +15%
Baird Financial Group
267
Baird Financial Group
Wisconsin
$3.48M +$551K +6,868 +17%
CT
268
Coastline Trust
Rhode Island
$3.47M
FC
269
FORA Capital
Florida
$3.44M +$3.68M +45,816 New
AC
270
Allstate Corporation
Illinois
$3.38M -$1.81M -22,558 -33%
NB
271
Norinchukin Bank
Japan
$3.35M -$1.2M -14,918 -25%
LMIM
272
Lockheed Martin Investment Management
Maryland
$3.31M -$1.35M -16,800 -28%
FFWA
273
FRG Family Wealth Advisors
Washington
$3.29M
SMDAM
274
Sumitomo Mitsui DS Asset Management
Japan
$3.27M +$162K +2,016 +5%
SFA
275
Sequoia Financial Advisors
Ohio
$3.26M -$130K -1,614 -4%

SRE Hedge Fund Activity: Q2 2022 in Review

956 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q2 2022, worth a combined $40.9B — down 12% from $46.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SRE positions and 83 closed out — a net gain of 20 holders — while 352 added to existing stakes and 302 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $219M. The largest seller was Franklin Resources, cutting an estimated $523M.

  • 956 institutional investors held Sempra (SRE) as of Q2 2022, up from 953 in Q1 2022.
  • Funds reported $40.9B of Sempra stock for Q2 2022, down 12% quarter-over-quarter.
  • 103 funds opened new Sempra positions in Q2 2022 and 83 closed out, a net change of +20 holders.
  • The largest Sempra buyer in Q2 2022 was JP Morgan Chase, an estimated $219M added.
  • The largest Sempra seller in Q2 2022 was Franklin Resources, an estimated $523M sold.

Based on aggregated 13F filings for Q2 2022.