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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
IFG
426
Independent Financial Group
California
$1M +$340K +4,738 +66%
PAS
427
Park Avenue Securities
New York
$1M +$149K +2,080 +21%
CIC
428
Cornercap Investment Counsel
Georgia
$1M +$854K +11,890 New
RWM
429
RBA Wealth Management
California
$994K -$69.6K -968 -8%
CW
430
CreativeOne Wealth
Kansas
$991K -$11.6K -162 -1%
CT
431
Chicago Trust
Illinois
$990K +$84.7K +1,178 +11%
AWM
432
Axxcess Wealth Management
California
$989K +$300K +4,174 +55%
EF
433
Empirical Finance
Pennsylvania
$985K +$97K +1,350 +13%
Los Angeles Capital Management
434
Los Angeles Capital Management
California
$984K +$213K +2,970 +34%
ISWM
435
Independent Solutions Wealth Management
New York
$973K +$276K +3,836 +50%
YWP
436
YorkBridge Wealth Partners
New York
$951K -$54.6K -760 -6%
TI
437
Tidal Investments
Wisconsin
$948K +$241K +3,360 +42%
CI
438
Cigna Investments
Connecticut
$946K -$231K -3,210 -22%
SMC
439
Smith, Moore & Co
Missouri
$942K
GSEP
440
Golden State Equity Partners
California
$938K +$22.4K +312 +3%
NP
441
Ninepoint Partners
Ontario, Canada
$936K +$800K +11,134 New
CA
442
Cetera Advisors
Colorado
$924K +$24.6K +342 +3%
ZB
443
Zions Bancorporation
Utah
$913K +$183K +2,550 +31%
FFS
444
Founders Financial Securities
Maryland
$901K +$58.8K +818 +8%
TPA
445
Trivium Point Advisory
Connecticut
$895K +$208K +2,894 +37%
IA
446
IndexIQ Advisors
New York
$894K +$4.17K +58 +0.5%
VRS
447
Virginia Retirement Systems
Virginia
$891K +$762K +10,600 New
KPWS
448
Kestra Private Wealth Services
Texas
$888K +$339K +4,714 +81%
FAP
449
Financial Advisory Partners
Florida
$887K -$3.16K -44 -0.4%
MBTD
450
Mechanics Bank - Trust Department
California
$883K

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.