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Sempra
SRE

Overview Fund Activity

999 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, 389 increasing their positions, 300 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+43
Holders Change %
+4.5%
% of All Funds
16.12%
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
389
Reduced
300
Closed
69
Calls
$59.7M
Puts
$65.2M
Net Calls
-$5.48M
Net Calls Change
+$1.53M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$3.56B
2
AWA
Arete Wealth Advisors
Illinois
$226M
3
ATN
AMF Tjänstepension
Sweden
$210M
4
Morgan Stanley
Morgan Stanley
New York
$762M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$484M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.97B
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$122M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$167M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$824M
5
State Street
State Street
Massachusetts
$2.8B
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
451
Ninepoint Partners
Ontario, Canada
$860K – – –
TPA
452
Trivium Point Advisory
Connecticut
$858K +$25.3K +328 +3%
O
453
Ossiam
France
$853K -$1.37M -17,722 -62%
CW
454
CreativeOne Wealth
Kansas
$847K -$4.94K -64 -0.6%
WC
455
Whitney & Co
New York
$831K -$118K -1,530 -12%
TMAM
456
Tokio Marine Asset Management
Japan
$826K +$74K +958 +10%
MWM
457
Marion Wealth Management
Pennsylvania
$825K +$116K +1,500 +16%
AAS
458
Avantax Advisory Services
Texas
$824K +$773 +10 +0.1%
WWG
459
West Wealth Group
California
$820K +$6.49K +84 +0.8%
WTC
460
WhitTier Trust Company
Nevada
$816K +$54.1K +700 +7%
Financial Engines Advisors
461
Financial Engines Advisors
California
$816K +$816K +10,476 New
GT
462
Greenleaf Trust
Michigan
$808K +$86.1K +1,114 +12%
BA
463
Bellwether Advisors
Nebraska
$804K +$804K +10,410 New
MBTD
464
Mechanics Bank - Trust Department
California
$788K -$3.86K -50 -0.5%
BFG
465
Bleakley Financial Group
New Jersey
$788K +$788K +10,194 New
AFWM
466
AMJ Financial Wealth Management
Virginia
$787K – – –
WP
467
Westmount Partners
California
$780K +$780K +10,098 New
CCG
468
Cypress Capital Group
Florida
$777K +$276K +3,570 +55%
SMC
469
Smith, Moore & Co
Missouri
$767K -$9.27K -120 -1%
FMWA
470
Forvis Mazars Wealth Advisors
Missouri
$766K – – –
KPWS
471
Kestra Private Wealth Services
Texas
$765K -$34.8K -450 -4%
TC
472
Toews Corporation
New Jersey
$757K -$309K -4,000 -29%
AWM
473
Axxcess Wealth Management
California
$746K -$416K -5,380 -36%
FAP
474
Financial Advisory Partners
Florida
$742K -$7.73K -100 -1%
CK
475
Cohen Klingenstein
New York
$742K – – –
17 18
19
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