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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
RFC
301
Regions Financial Corp
Alabama
$2.67M +$4.89K +68 +0.2%
PF
302
Phoenix Financial
Israel
$2.65M +$2.25M +31,300 New
LSA
303
L & S Advisors
California
$2.55M +$2.18M +30,366 New
LWAC
304
Laurel Wealth Advisors (California)
California
$2.53M +$162K +2,248 +8%
ECM
305
Everence Capital Management
Indiana
$2.53M
PA
306
Profund Advisors
Maryland
$2.5M +$161K +2,240 +8%
UH
307
Unigestion Holding
Switzerland
$2.47M +$2.12M +29,452 New
BOTW
308
Bank of the West
California
$2.47M +$110K +1,532 +6%
WG
309
Winton Group
United Kingdom
$2.47M +$2.11M +29,344 New
AAM
310
AR Asset Management
California
$2.44M
CFG
311
Citizens Financial Group
Rhode Island
$2.43M -$11.6K -162 -0.6%
CTA
312
Colonial Trust Advisors
South Carolina
$2.39M -$21.1K -294 -1%
FHB
313
First Hawaiian Bank
Hawaii
$2.38M +$330K +4,594 +19%
NMIMC
314
Northwestern Mutual Investment Management Company
Wisconsin
$2.36M -$265K -3,684 -12%
VPIM
315
Vanguard Personalized Indexing Management
California
$2.35M +$254K +3,532 +14%
H
316
HoyleCohen
California
$2.35M +$259K +3,600 +15%
DADC
317
D.A. Davidson & Co
Montana
$2.33M -$419K -5,832 -17%
JWM
318
Jackson Wealth Management
Florida
$2.32M +$1.98M +27,572 New
N
319
Natixis
France
$2.31M -$8.38M -116,558 -81%
M&T Bank
320
M&T Bank
New York
$2.29M +$149K +2,072 +8%
FT
321
Fiduciary Trust
Massachusetts
$2.28M -$143K -1,984 -7%
CTC
322
Central Trust Company
Missouri
$2.28M -$47.7K -664 -2%
Vontobel Holding
323
Vontobel Holding
Switzerland
$2.28M +$851K +11,848 +77%
PS
324
Pensionfund Sabic
Netherlands
$2.27M -$790K -11,000 -29%
EIP
325
Epoch Investment Partners
New York
$2.27M +$1.94M +26,948 New

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.