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Sempra
SRE

Overview Fund Activity

999 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, 389 increasing their positions, 300 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+43
Holders Change %
+4.5%
% of All Funds
16.12%
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
389
Reduced
300
Closed
69
Calls
$59.7M
Puts
$65.2M
Net Calls
-$5.48M
Net Calls Change
+$1.53M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$3.56B
2
AWA
2
Arete Wealth Advisors
Illinois
$226M
3
ATN
3
AMF Tjänstepension
Sweden
$210M
4
Morgan Stanley
4
Morgan Stanley
New York
$762M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$484M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.97B
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$122M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$167M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$824M
5
State Street
5
State Street
Massachusetts
$2.8B
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
326
Epoch Investment Partners
New York
$2.25M – – –
LWAC
327
Laurel Wealth Advisors (California)
California
$2.24M -$76.8K -994 -3%
AAM
328
AR Asset Management
California
$2.24M – – –
MNBTD
329
Moody National Bank Trust Division
Texas
$2.24M +$24K +310 +1%
CTA
330
Colonial Trust Advisors
South Carolina
$2.24M -$51.8K -670 -2%
DADC
331
D.A. Davidson & Co
Montana
$2.24M +$77.5K +1,002 +4%
CFG
332
Citizens Financial Group
Rhode Island
$2.24M -$311 -4 -0%
UCFA
333
United Capital Financial Advisors
Texas
$2.21M +$158K +2,048 +8%
Cambridge Investment Research Advisors
334
Cambridge Investment Research Advisors
Iowa
$2.2M -$1.27M -16,422 -37%
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
$2.19M -$889K -11,510 -29%
AI
336
Atria Investments
North Carolina
$2.17M -$58.9K -762 -3%
VI
337
Vestcor Inc
New Brunswick, Canada
$2.16M +$923K +11,952 +75%
MF
338
Magnetar Financial
Illinois
$2.16M +$2.16M +27,938 New
WHRC
339
W.H. Reaves & Co
New Jersey
$2.13M -$39M -505,274 -95%
CTC
340
Central Trust Company
Missouri
$2.11M +$6.95K +90 +0.3%
H
341
HoyleCohen
California
$2.11M -$2.94K -38 -0.1%
JWM
342
Jackson Wealth Management
Florida
$2.06M -$105K -1,354 -5%
FLPIM
343
F.L. Putnam Investment Management
Massachusetts
$2.06M +$400K +5,182 +24%
SWP
344
Stratos Wealth Partners
Ohio
$2.03M +$591K +7,652 +41%
DTL
345
Dynamic Technology Lab
Singapore
$2M +$369K +4,772 +23%
CB
346
Community Bank
New York
$1.95M -$15.5K -200 -0.8%
PFO
347
Pathstone Family Office
New Jersey
$1.94M +$529K +8,900 +37%
JFG
348
Jefferies Financial Group
New York
$1.93M +$1.93M +25,010 New
FHB
349
First Hawaiian Bank
Hawaii
$1.93M -$125K -1,612 -6%
MA
350
MKT Advisors
California
$1.92M -$27.4K -338 -1%
12 13
14
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