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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.97B
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$122M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$167M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$824M
5
State Street
State Street
Massachusetts
$2.8B
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
401
Asset Dedication LLC
California
$1.26M +$134K +1,744 +12%
VF
402
Virtu Financial
New York
$1.26M +$1.26M +16,270 New
EF
403
Empirical Finance
Pennsylvania
$1.25M +$101K +1,302 +9%
CA
404
Cetera Advisors
Colorado
$1.25M +$247K +3,198 +25%
TPCW
405
TD Private Client Wealth
New York
$1.24M -$1.08K -14 -0.1%
TA
406
Tiedemann Advisors
New York
$1.24M +$5.61K +72 +0.5%
V
407
Veritable
Delaware
$1.24M +$46.8K +606 +4%
DWM
408
Defined Wealth Management
Oregon
$1.23M – – –
PWM
409
Perigon Wealth Management
California
$1.23M +$335K +4,338 +38%
BBVA
410
Banco Bilbao Vizcaya Argentaria
Spain
$1.21M +$54.2K +702 +5%
SLI
411
Sumitomo Life Insurance
Japan
$1.18M -$20.2K -262 -2%
SIA
412
Strategic Investment Advisors
Michigan
$1.18M -$3.09K -40 -0.3%
SMWM
413
Silvia McColl Wealth Management
California
$1.18M +$1.18M +15,208 New
TCM
414
Teza Capital Management
Illinois
$1.17M -$2.96M -38,246 -72%
B
415
Bailard
California
$1.16M +$163K +2,108 +16%
GAM
416
Gotham Asset Management
New York
$1.14M +$518K +6,698 +84%
EAM
417
Erste Asset Management
Austria
$1.14M +$140K +1,800 +14%
Voloridge Investment Management
418
Voloridge Investment Management
Florida
$1.14M -$14.4M -185,802 -93%
TRCT
419
Tower Research Capital (TRC)
New York
$1.13M -$3.55M -45,952 -76%
GI
420
Gradient Investments
Minnesota
$1.13M +$1.55K +20 +0.1%
SCA
421
Snowden Capital Advisors
New York
$1.1M -$22.3K -288 -2%
UB
422
UMB Bank
Missouri
$1.1M – – –
OSAM
423
O'Shaughnessy Asset Management
Connecticut
$1.08M -$365K -4,720 -25%
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$1.06M +$83.5K +1,080 +9%
TC
425
TownSquare Capital
Utah
$1.06M +$97.8K +1,266 +10%
15 16
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