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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
CC
476
Centiva Capital
New York
$669K +$715K +8,906 New
WG
477
Winton Group
United Kingdom
$668K -$1.64M -20,458 -70%
FMTC
478
Farmers & Merchants Trust Company
California
$665K -$20.6K -256 -3%
CCM
479
Cohen Capital Management
California
$661K
GT
480
Greenleaf Trust
Michigan
$661K +$55.2K +688 +8%
FTDI
481
First Trust Direct Indexing
Massachusetts
$657K +$42.9K +534 +7%
FFA
482
First Foundation Advisors
California
$654K -$49.8K -620 -7%
MWM
483
Marion Wealth Management
Pennsylvania
$653K +$173K +2,154 +33%
BWA
484
BDO Wealth Advisors
Florida
$647K -$16.4K -204 -2%
TCA
485
Transcend Capital Advisors
New Jersey
$645K -$32K -398 -4%
SI
486
Stephens Inc
Arkansas
$644K -$65K -810 -9%
WTC
487
WhitTier Trust Company
Nevada
$642K +$16.7K +208 +2%
OWP
488
Obermeyer Wealth Partners
Colorado
$639K
DTL
489
Dynamic Technology Lab
Singapore
$638K +$682K +8,494 New
AAS
490
Avantax Advisory Services
Texas
$636K +$18.3K +228 +3%
TMAM
491
Tokio Marine Asset Management
Japan
$632K +$108K +1,342 +19%
GHAM
492
Gilman Hill Asset Management
Connecticut
$620K +$26.8K +334 +4%
TF
493
TIAA FSB
Florida
$619K +$661K +8,238 New
Bessemer Group
494
Bessemer Group
New Jersey
$617K +$93K +1,158 +16%
CI
495
Cigna Investments
Connecticut
$610K -$252K -3,142 -28%
SIC
496
Salem Investment Counselors
North Carolina
$607K
PA
497
Parallel Advisors
California
$606K -$19.3K -240 -3%
AIP
498
Ameritas Investment Partners
Nebraska
$600K -$22.5K -280 -3%
AWM
499
Apollon Wealth Management
South Carolina
$596K +$52.8K +658 +9%
SIG
500
Stonegate Investment Group
Alabama
$592K +$129K +1,604 +26%

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.