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Sempra
SRE

Overview Fund Activity

948 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, 343 increasing their positions, 266 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
948
Holders Change
+69
Holders Change %
+7.85%
% of All Funds
15%
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
343
Reduced
266
Closed
76
Calls
$194M
Puts
$102M
Net Calls
+$91.3M
Net Calls Change
+$14.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.14B
2
Capital International Investors
Capital International Investors
California
$3.45B
3
State Street
State Street
Massachusetts
$3.13B
4
CIA
ClearBridge Investments (Australia)
Australia
$130M
5
Deutsche Bank
Deutsche Bank
Germany
$1.32B

Top Sellers

1
ZP
Zimmer Partners
New York
$45.1M
2
Citadel Advisors
Citadel Advisors
Florida
$2.11M
3
Franklin Resources
Franklin Resources
California
$1.32B
4
MAM
Magellan Asset Management
Australia
$414M
5
Prudential Financial
Prudential Financial
New Jersey
$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
426
RBA Wealth Management
California
$994K -$81.4K -968 -8%
CW
427
CreativeOne Wealth
Kansas
$991K -$13.6K -162 -1%
CT
428
Chicago Trust
Illinois
$990K +$99K +1,178 +11%
AWM
429
Axxcess Wealth Management
California
$989K +$351K +4,174 +55%
EF
430
Empirical Finance
Pennsylvania
$985K +$113K +1,350 +13%
Los Angeles Capital Management
431
Los Angeles Capital Management
California
$984K +$250K +2,970 +34%
ISWM
432
Independent Solutions Wealth Management
New York
$973K +$322K +3,836 +50%
YWP
433
YorkBridge Wealth Partners
New York
$951K -$63.9K -760 -6%
TI
434
Tidal Investments
Wisconsin
$948K +$282K +3,360 +42%
CI
435
Cigna Investments
Connecticut
$946K -$269K -3,210 -22%
SMC
436
Smith, Moore & Co
Missouri
$942K – – –
GSEP
437
Golden State Equity Partners
California
$938K +$26.2K +312 +3%
NP
438
Ninepoint Partners
Ontario, Canada
$936K +$936K +11,134 New
CA
439
Cetera Advisors
Colorado
$924K +$28.7K +342 +3%
ZB
440
Zions Bancorporation
Utah
$913K +$214K +2,550 +31%
FFS
441
Founders Financial Securities
Maryland
$901K +$68.8K +818 +8%
TPA
442
Trivium Point Advisory
Connecticut
$895K +$243K +2,894 +37%
IA
443
IndexIQ Advisors
New York
$894K +$4.87K +58 +0.5%
VRS
444
Virginia Retirement Systems
Virginia
$891K +$891K +10,600 New
KPWS
445
Kestra Private Wealth Services
Texas
$888K +$396K +4,714 +81%
FAP
446
Financial Advisory Partners
Florida
$887K -$3.7K -44 -0.4%
MBTD
447
Mechanics Bank - Trust Department
California
$883K – – –
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$882K +$148K +1,764 +20%
WWG
449
West Wealth Group
California
$872K +$7.06K +84 +0.8%
IRF
450
IBM Retirement Fund
New York
$857K -$35.6K -424 -4%
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