We are live on ! Find out more

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
MAM
476
Meeder Asset Management
Ohio
$717K +$165K +2,298 +37%
ABLA
477
Alan B. Lancz & Associates
Ohio
$715K
OWP
478
Obermeyer Wealth Partners
Colorado
$715K
WTC
479
WhitTier Trust Company
Nevada
$702K +$8.77K +122 +1%
PA
480
Parallel Advisors
California
$697K +$24.9K +346 +4%
AIP
481
Ameritas Investment Partners
Nebraska
$695K -$16.1K -224 -3%
ARMT
482
Amica Retiree Medical Trust
Rhode Island
$695K
AAS
483
Avantax Advisory Services
Texas
$692K -$7.47K -104 -1%
FTDI
484
First Trust Direct Indexing
Massachusetts
$690K +$2.87K +40 +0.5%
GT
485
Greenleaf Trust
Michigan
$682K +$132K +1,830 +29%
SIC
486
Salem Investment Counselors
North Carolina
$679K
Verition Fund Management
487
Verition Fund Management
Connecticut
$678K -$8.69M -120,930 -94%
VIA
488
Vident Investment Advisory
Georgia
$677K -$121K -1,678 -17%
APA
489
American Portfolios Advisors
New York
$675K +$41.1K +572 +8%
B
490
Bailard
California
$673K +$94.4K +1,314 +20%
LNC
491
Lincoln National Corp
Pennsylvania
$670K +$573K +7,972 New
Rafferty Asset Management
492
Rafferty Asset Management
New York
$666K -$545K -7,584 -49%
GHAM
493
Gilman Hill Asset Management
Connecticut
$666K
SPC
494
Sigma Planning Corp
Michigan
$650K -$5.75K -80 -1%
AWA
495
Aaron Wealth Advisors
Illinois
$641K +$15.5M +215,528 New
DT
496
Diversified Trust
Tennessee
$626K +$276K +3,844 +107%
SPIA
497
Steward Partners Investment Advisory
New York
$620K +$15.4K +214 +3%
OPA
498
Old Port Advisors
Maine
$618K
HMS
499
Hanseatic Management Services
New Mexico
$615K +$526K +7,320 New
AWM
500
Apollon Wealth Management
South Carolina
$611K +$30.6K +426 +6%

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.