We are live on ! Find out more

1,004 hedge funds and large institutions have $42B invested in Sempra in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 391 increasing their positions, 303 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 69

29% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 303

4% more funds holding

Funds holding: 9611,004 (+43)

3% more capital invested

Capital invested by funds: $41B → $42B (+$1.05B)

8% less call options, than puts

Call options by funds: $59.7M | Put options by funds: $65.2M

1.79% less ownership

Funds ownership: 174.39%172.6% (-1.8%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
1,004
Holders Change
+43
Holders Change %
+4.47%
% of All Funds
16.14%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
138
Increased
391
Reduced
303
Closed
69
Calls
$59.7M
Puts
$65.2M
Net Calls
-$5.48M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$3.09M +$148K +1,908 +5%
CGH
302
Crossmark Global Holdings
Texas
$3.07M +$164K +2,122 +6%
SAMC
303
Spectrum Asset Management (California)
California
$3.06M +$2.63K +34 +0.1%
MML Investors Services
304
MML Investors Services
Massachusetts
$3.05M +$402K +5,200 +15%
CGIM
305
Capital Group Investment Management
Singapore
$2.97M +$2.98M +38,454 New
LMIM
306
Lockheed Martin Investment Management
Maryland
$2.97M +$124K +1,600 +4%
BOTW
307
Bank of the West
California
$2.94M +$115K +1,488 +4%
William Blair & Company
308
William Blair & Company
Illinois
$2.93M -$36.5K -472 -1%
M&T Bank
309
M&T Bank
New York
$2.84M +$137K +1,774 +5%
EGM
310
Engineers Gate Manager
New York
$2.81M +$520K +6,714 +23%
TAF
311
Tredje AP-fonden
Sweden
$2.75M +$731K +9,450 +36%
WAM
312
Wakefield Asset Management
Colorado
$2.75M -$2.01K -26 -0.1%
MLICM
313
Metropolitan Life Insurance Company (MetLife)
New York
$2.74M -$151K -1,950 -5%
GT
314
Glenmede Trust
Pennsylvania
$2.69M -$68.1K -880 -2%
KAS
315
Kestra Advisory Services
Texas
$2.63M +$256K +3,304 +11%
DILIC
316
Dai-ichi Life Insurance Company
Japan
$2.55M -$511K -6,600 -17%
FAM
317
Fred Alger Management
New York
$2.5M +$313K +4,044 +14%
BCI
318
Brinker Capital Investments
Pennsylvania
$2.48M -$50.1K -648 -2%
ASN
319
Advisory Services Network
Georgia
$2.44M -$387K -5,002 -14%
FIA
320
Foundations Investment Advisors
Arizona
$2.4M +$1.65M +21,302 +219%
QC
321
Quaero Capital
Switzerland
$2.37M +$1.46M +18,900 +160%
TCM
322
Twin Capital Management
Pennsylvania
$2.37M -$2.32K -30 -0.1%
Cetera Investment Advisers
323
Cetera Investment Advisers
Illinois
$2.36M +$1.39M +17,954 +143%
CLOS
324
Compagnie Lombard Odier SCmA
Switzerland
$2.35M +$518K +6,690 +28%
AWS
325
Atria Wealth Solutions
New York
$2.34M +$40.2K +520 +2%

SRE Hedge Fund Activity: Q4 2022 in Review

1,004 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q4 2022, worth a combined $42B — up 2.6% from $41B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new SRE positions and 69 closed out — a net gain of 69 holders — while 391 added to existing stakes and 303 trimmed.

The largest buyer was Capital International Investors, adding an estimated $670M. The largest seller was T. Rowe Price Associates, cutting an estimated $659M.

  • 1,004 institutional investors held Sempra (SRE) as of Q4 2022, up from 961 in Q3 2022.
  • Funds reported $42B of Sempra stock for Q4 2022, up 2.6% quarter-over-quarter.
  • 138 funds opened new Sempra positions in Q4 2022 and 69 closed out, a net change of +69 holders.
  • The largest Sempra buyer in Q4 2022 was Capital International Investors, an estimated $670M added.
  • The largest Sempra seller in Q4 2022 was T. Rowe Price Associates, an estimated $659M sold.

Based on aggregated 13F filings for Q4 2022.