We are live on ! Find out more

1,004 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, 391 increasing their positions, 303 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 69

29% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 303

4% more funds holding

Funds holding: 9611,004 (+43)

3% more capital invested

Capital invested by funds: $41B → $42B (+$1.05B)

8% less call options, than puts

Call options by funds: $59.7M | Put options by funds: $65.2M

1.79% less ownership

Funds ownership: 174.39%172.6% (-1.8%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
1,004
Holders Change
+43
Holders Change %
+4.47%
% of All Funds
16.14%
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
391
Reduced
303
Closed
69
Calls
$59.7M
Puts
$65.2M
Net Calls
-$5.48M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
426
O'Shaughnessy Asset Management
Connecticut
$1.08M -$365K -4,720 -25%
Carson Wealth (CWM LLC)
427
Carson Wealth (CWM LLC)
Nebraska
$1.06M +$83.6K +1,080 +9%
TC
428
TownSquare Capital
Utah
$1.06M +$98K +1,266 +10%
WT
429
Whittier Trust
California
$1.06M
BCV
430
Banque Cantonale Vaudoise
Switzerland
$1.05M -$3.56K -46 -0.3%
YWP
431
YorkBridge Wealth Partners
New York
$1.05M +$52.5K +678 +5%
LNWWM
432
Laird Norton Wetherby Wealth Management
California
$1.04M -$40.7K -526 -4%
WI
433
Wintrust Investments
Illinois
$1.03M +$351K +4,542 +52%
IC
434
IEQ Capital
California
$1.03M +$97.2K +1,256 +10%
ZB
435
Zions Bancorporation
Utah
$1.03M +$245K +3,160 +31%
OGC
436
Oak Grove Capital
New Hampshire
$1.02M +$15.5K +200 +2%
BPA
437
Beacon Pointe Advisors
California
$1.01M +$533K +6,892 +112%
CT
438
Chicago Trust
Illinois
$1M
S
439
SimplyRich
California
$996K
MAS
440
Meeder Advisory Services
Ohio
$991K +$992K +12,820 New
HIA
441
Harbor Investment Advisory
Maryland
$987K -$5.73K -74 -0.6%
CCM
442
Cullen Capital Management
New York
$982K -$958K -12,386 -49%
MFS
443
Mirabella Financial Services
United Kingdom
$979K +$37.5K +484 +4%
FTDI
444
First Trust Direct Indexing
Massachusetts
$976K +$298K +3,850 +44%
KCM
445
Kornitzer Capital Management
Kansas
$943K +$464 +6 +0%
RWM
446
RBA Wealth Management
California
$939K -$51.7K -668 -5%
TT
447
TI-Trust
Illinois
$930K
SW
448
SVB Wealth
Massachusetts
$926K +$376K +4,858 +68%
FFM
449
Fullerton Fund Management
Singapore
$905K +$907K +11,716 New
FFS
450
Founders Financial Securities
Maryland
$902K +$103K +1,332 +13%

SRE Hedge Fund Activity: Q4 2022 in Review

1,004 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q4 2022, worth a combined $42B — up 2.6% from $41B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new SRE positions and 69 closed out — a net gain of 69 holders — while 391 added to existing stakes and 303 trimmed.

The largest buyer was Capital International Investors, adding an estimated $670M. The largest seller was T. Rowe Price Associates, cutting an estimated $659M.

  • 1,004 institutional investors held Sempra (SRE) as of Q4 2022, up from 961 in Q3 2022.
  • Funds reported $42B of Sempra stock for Q4 2022, up 2.6% quarter-over-quarter.
  • 138 funds opened new Sempra positions in Q4 2022 and 69 closed out, a net change of +69 holders.
  • The largest Sempra buyer in Q4 2022 was Capital International Investors, an estimated $670M added.
  • The largest Sempra seller in Q4 2022 was T. Rowe Price Associates, an estimated $659M sold.

Based on aggregated 13F filings for Q4 2022.