We are live on ! Find out more

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
WS
401
Wedbush Securities
California
$1.2M +$26.4K +368 +3%
ANRIA
402
American National Registered Investment Advisor
Texas
$1.19M -$21.7K -302 -2%
TCM
403
Twin Capital Management
Pennsylvania
$1.18M
AG
404
Algert Global
California
$1.18M +$1.01M +14,018 New
PP
405
Prudential plc
United Kingdom
$1.16M +$988K +13,744 New
RJT
406
Raymond James Trust
Florida
$1.14M +$275K +3,828 +39%
LNWWM
407
Laird Norton Wetherby Wealth Management
California
$1.13M +$65K +904 +7%
BL
408
Balentine LLC
Georgia
$1.13M +$620K +8,630 +179%
SC
409
Sagefield Capital
Texas
$1.13M +$963K +13,400 New
ACI
410
Alpha Cubed Investments
California
$1.12M +$336K +4,678 +54%
VCM
411
Virtue Capital Management
Tennessee
$1.11M +$950K +13,218 New
OGC
412
Oak Grove Capital
New Hampshire
$1.11M
Cerity Partners
413
Cerity Partners
New York
$1.09M +$502K +6,988 +116%
PWM
414
Perigon Wealth Management
California
$1.09M -$257K -3,580 -22%
WT
415
Whittier Trust
California
$1.09M -$24.4K -340 -3%
S
416
SimplyRich
California
$1.08M -$15.7K -218 -2%
AG
417
AIA Group
Hong Kong
$1.07M +$618K +8,602 +209%
DCM
418
Dupont Capital Management
Delaware
$1.06M +$414K +5,764 +84%
CG
419
Caprock Group
Idaho
$1.05M -$6.61K -92 -0.7%
ADL
420
Asset Dedication LLC
California
$1.04M +$854K +11,884 +3,395%
M
421
MOTCO
Texas
$1.03M -$5.91M -82,240 -87%
KCM
422
Kornitzer Capital Management
Kansas
$1.03M
HIA
423
Harbor Investment Advisory
Maryland
$1.02M +$22.1K +308 +3%
SWP
424
Stratos Wealth Partners
Ohio
$1.02M +$123K +1,718 +16%
TT
425
TI-Trust
Illinois
$1.01M

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.