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953 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, 346 increasing their positions, 268 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 76

89% more call options, than puts

Call options by funds: $194M | Put options by funds: $102M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

30% more capital invested

Capital invested by funds: $35.9B → $46.5B (+$10.6B)

29% more repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 268

8% more funds holding

Funds holding: 884953 (+69)

6.05% more ownership

Funds ownership: 170.37%176.43% (+6.1%)

Holders
953
Holders Change
+69
Holders Change %
+7.81%
% of All Funds
15.03%
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
346
Reduced
268
Closed
76
Calls
$194M
Puts
$102M
Net Calls
+$91.3M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$289M -$14.5M -201,302 -5%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$288M -$4.1M -56,990 -2%
Cohen & Steers
28
Cohen & Steers
New York
$275M +$78.1M +1,087,078 +50%
Charles Schwab
29
Charles Schwab
California
$265M +$7.23M +100,674 +3%
UBS AM
30
UBS AM
Illinois
$258M +$9.89M +137,598 +5%
BG
31
Bahl & Gaynor
Ohio
$250M -$60.9M -847,744 -22%
BC
32
Brookfield Corp
Ontario, Canada
$245M +$48.6M +675,902 +30%
Swiss National Bank
33
Swiss National Bank
Switzerland
$233M +$24.3M +338,600 +14%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$221M +$58.6M +815,712 +45%
EVM
35
Eaton Vance Management
Massachusetts
$210M +$69.4M +965,788 +63%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$204M +$4.89M +68,034 +3%
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$192M +$898K +12,492 +0.6%
DPIM
38
Duff & Phelps Investment Management
Illinois
$177M -$13.2M -183,872 -8%
CI Investments Inc
39
CI Investments Inc
Ontario, Canada
$173M +$6.27M +87,276 +4%
PPA
40
Parametric Portfolio Associates
Washington
$159M +$9.6M +133,656 +8%
Wells Fargo
41
Wells Fargo
California
$149M +$16.1M +223,786 +14%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$149M -$1.66M -23,118 -1%
EIP
43
Energy Income Partners
Connecticut
$146M -$12.5M -174,052 -9%
PG
44
Pendal Group
Australia
$135M +$5.33M +74,132 +5%
Victory Capital Management
45
Victory Capital Management
Texas
$135M +$15.8M +219,990 +15%
Principal Financial Group
46
Principal Financial Group
Iowa
$134M -$8.49M -118,080 -7%
MBA
47
Maple-Brown Abbott
Australia
$132M -$67.3M -935,894 -37%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$131M +$11.7M +162,682 +12%
CIA
49
ClearBridge Investments (Australia)
Australia
$130M +$111M +1,549,162 New
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$124M +$18.8M +261,000 +22%

SRE Hedge Fund Activity: Q1 2022 in Review

953 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q1 2022, worth a combined $46.5B — up 30% from $35.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new SRE positions and 76 closed out — a net gain of 81 holders — while 346 added to existing stakes and 268 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $774M. The largest seller was Zimmer Partners, cutting an estimated $194M.

  • 953 institutional investors held Sempra (SRE) as of Q1 2022, up from 884 in Q4 2021.
  • Funds reported $46.5B of Sempra stock for Q1 2022, up 30% quarter-over-quarter.
  • 157 funds opened new Sempra positions in Q1 2022 and 76 closed out, a net change of +81 holders.
  • The largest Sempra buyer in Q1 2022 was T. Rowe Price Associates, an estimated $774M added.
  • The largest Sempra seller in Q1 2022 was Zimmer Partners, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2022.