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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
JWM
451
Jackson Wealth Management
Florida
$811K -$1.35M -16,774 -61%
WWG
452
West Wealth Group
California
$785K +$5.46K +68 +0.7%
MBTD
453
Mechanics Bank - Trust Department
California
$782K -$8.03K -100 -1%
KPWS
454
Kestra Private Wealth Services
Texas
$781K -$13.8K -172 -2%
AIM
455
Aigen Investment Management
New York
$778K +$831K +10,350 New
TPA
456
Trivium Point Advisory
Connecticut
$777K -$8.99K -112 -1%
AFWM
457
AMJ Financial Wealth Management
Virginia
$765K -$4.61M -57,428 -85%
MAM
458
Meeder Asset Management
Ohio
$761K +$128K +1,598 +19%
DAS
459
Dynamic Advisor Solutions
Arizona
$756K +$22.2K +276 +3%
ZB
460
Zions Bancorporation
Utah
$748K -$71.8K -894 -8%
FFS
461
Founders Financial Securities
Maryland
$747K -$62.5K -778 -7%
FMWA
462
Forvis Mazars Wealth Advisors
Missouri
$740K +$464K +5,774 +142%
RJT
463
Raymond James Trust
Florida
$724K -$315K -3,922 -29%
WPA
464
West Paces Advisors
Georgia
$722K +$3.21K +40 +0.4%
CK
465
Cohen Klingenstein
New York
$721K
PS
466
Presima Securities
Quebec, Canada
$721K
TWM
467
Titus Wealth Management
California
$719K +$52.7K +656 +7%
FAP
468
Financial Advisory Partners
Florida
$717K -$81.1K -1,010 -10%
MGP
469
Metis Global Partners
California
$713K -$48.5K -604 -6%
Skandinaviska Enskilda Banken (SEB)
470
Skandinaviska Enskilda Banken (SEB)
Sweden
$712K +$761K +9,474 New
QI
471
Qtron Investments
Massachusetts
$709K +$359K +4,466 +90%
ABLA
472
Alan B. Lancz & Associates
Ohio
$705K
SS
473
Simplicity Solutions
Minnesota
$698K +$32K +398 +4%
CCG
474
Cypress Capital Group
Florida
$694K +$173K +2,154 +30%
CIBC World Market
475
CIBC World Market
Ontario, Canada
$682K -$17.7K -220 -2%

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.