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956 hedge funds and large institutions have $40.9B invested in Sempra in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 352 increasing their positions, 302 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more call options, than puts

Call options by funds: $113M | Put options by funds: $41M

24% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 83

17% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 302

0% more funds holding

Funds holding: 953956 (+3)

2.44% less ownership

Funds ownership: 176.43%173.99% (-2.4%)

12% less capital invested

Capital invested by funds: $46.5B → $40.9B (-$5.59B)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
956
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
16.11%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
103
Increased
352
Reduced
302
Closed
83
Calls
$113M
Puts
$41M
Net Calls
+$72M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
B
426
Bailard
California
$978K +$402K +5,010 +63%
OGC
427
Oak Grove Capital
New Hampshire
$977K -$16.1K -200 -2%
RWM
428
RBA Wealth Management
California
$973K +$90.4K +1,126 +10%
S
429
SimplyRich
California
$968K
PWM
430
Perigon Wealth Management
California
$960K -$12.8K -160 -1%
EF
431
Empirical Finance
Pennsylvania
$933K +$56.4K +702 +6%
PAS
432
Park Avenue Securities
New York
$924K +$32K +398 +3%
HIA
433
Harbor Investment Advisory
Maryland
$923K +$9.96K +124 +1%
KCM
434
Kornitzer Capital Management
Kansas
$917K
ISWM
435
Independent Solutions Wealth Management
New York
$917K +$50.9K +634 +5%
CA
436
Cetera Advisors
Colorado
$906K +$85.4K +1,064 +10%
TT
437
TI-Trust
Illinois
$905K
IFG
438
Independent Financial Group
California
$897K
PBF
439
Petix & Botte Financial
California
$895K -$957K -11,916 -50%
YWP
440
YorkBridge Wealth Partners
New York
$888K +$40.5K +504 +4%
Carson Wealth (CWM LLC)
441
Carson Wealth (CWM LLC)
Nebraska
$878K +$95.7K +1,192 +11%
EAM
442
Erste Asset Management
Austria
$870K +$115K +1,434 +14%
CW
443
CreativeOne Wealth
Kansas
$863K -$25.1K -312 -3%
Los Angeles Capital Management
444
Los Angeles Capital Management
California
$858K -$22K -274 -2%
DA
445
Duality Advisers
Florida
$846K +$904K +11,262 New
NP
446
Ninepoint Partners
Ontario, Canada
$837K
SMC
447
Smith, Moore & Co
Missouri
$834K -$8.03K -100 -0.9%
OSAM
448
O'Shaughnessy Asset Management
Connecticut
$833K +$145K +1,804 +19%
RA
449
Rational Advisors
New York
$825K +$882K +10,982 New
TC
450
TownSquare Capital
Utah
$824K +$193K +2,402 +28%

SRE Hedge Fund Activity: Q2 2022 in Review

956 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q2 2022, worth a combined $40.9B — down 12% from $46.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SRE positions and 83 closed out — a net gain of 20 holders — while 352 added to existing stakes and 302 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $219M. The largest seller was Franklin Resources, cutting an estimated $523M.

  • 956 institutional investors held Sempra (SRE) as of Q2 2022, up from 953 in Q1 2022.
  • Funds reported $40.9B of Sempra stock for Q2 2022, down 12% quarter-over-quarter.
  • 103 funds opened new Sempra positions in Q2 2022 and 83 closed out, a net change of +20 holders.
  • The largest Sempra buyer in Q2 2022 was JP Morgan Chase, an estimated $219M added.
  • The largest Sempra seller in Q2 2022 was Franklin Resources, an estimated $523M sold.

Based on aggregated 13F filings for Q2 2022.