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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
Baird Financial Group
376
Baird Financial Group
Wisconsin
$1.54M -$1.46M -18,830 -49%
NMIMC
377
Northwestern Mutual Investment Management Company
Wisconsin
$1.52M -$282K -3,644 -16%
UH
378
Unigestion Holding
Switzerland
$1.52M -$772K -9,972 -34%
PAS
379
Park Avenue Securities
New York
$1.51M +$109K +1,406 +8%
OPS
380
Orion Portfolio Solutions
Nebraska
$1.51M +$158K +2,042 +12%
BCM
381
Bayesian Capital Management
New York
$1.5M +$1.02M +13,138 +210%
VWM
382
Venturi Wealth Management
Texas
$1.5M -$31.9K -412 -2%
BOSSRA
383
B.O.S.S. Retirement Advisors
Utah
$1.47M +$1.47M +19,030 New
API
384
Advisor Partners II
California
$1.46M +$119K +1,542 +9%
BRWA
385
B. Riley Wealth Advisors
Florida
$1.46M -$236K -3,054 -14%
AG
386
AIA Group
Hong Kong
$1.45M +$526K +6,804 +57%
MGP
387
Metis Global Partners
California
$1.44M +$724K +9,354 +100%
SSB
388
Sandy Spring Bank
Maryland
$1.43M -$7.74K -100 -0.5%
SYBT
389
Stock Yards Bank & Trust
Kentucky
$1.42M +$102K +1,322 +8%
OTPPB
390
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.4M -$3.37M -43,550 -71%
JWM
391
Jeppson Wealth Management
California
$1.39M +$101K +1,300 +8%
TYCC
392
Texas Yale Capital Corp
Florida
$1.39M -$2.94K -38 -0.2%
EM
393
ELCO Management
New York
$1.38M -$29.4K -380 -2%
ONB
394
Old National Bancorp
Indiana
$1.37M -$90.5K -1,170 -6%
SG Americas Securities
395
SG Americas Securities
New York
$1.35M -$9.6K -124 -0.7%
MA
396
Mutual Advisors
Nebraska
$1.35M -$20.1K -260 -1%
CA
397
CSM Advisors
Pennsylvania
$1.34M
Assenagon Asset Management
398
Assenagon Asset Management
Luxembourg
$1.34M -$87.4K -1,130 -6%
CG
399
Caprock Group
Idaho
$1.3M +$31.3K +404 +2%
VCP
400
Verus Capital Partners
Arizona
$1.3M

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.