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1,004 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, 391 increasing their positions, 303 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 69

29% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 303

4% more funds holding

Funds holding: 9611,004 (+43)

3% more capital invested

Capital invested by funds: $41B → $42B (+$1.05B)

8% less call options, than puts

Call options by funds: $59.7M | Put options by funds: $65.2M

1.79% less ownership

Funds ownership: 174.39%172.6% (-1.8%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
1,004
Holders Change
+43
Holders Change %
+4.47%
% of All Funds
16.14%
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
391
Reduced
303
Closed
69
Calls
$59.7M
Puts
$65.2M
Net Calls
-$5.48M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
476
Axxcess Wealth Management
California
$746K -$416K -5,380 -36%
FAP
477
Financial Advisory Partners
Florida
$742K -$7.74K -100 -1%
CK
478
Cohen Klingenstein
New York
$742K
WPA
479
West Paces Advisors
Georgia
$736K -$5.88K -76 -0.8%
S
480
Seeyond
France
$735K -$640K -8,274 -47%
IG
481
ING Group
Netherlands
$731K -$6.97M -90,036 -90%
QI
482
Qtron Investments
Massachusetts
$729K
KWM
483
Kingsview Wealth Management
Oregon
$714K -$39.5K -510 -5%
BAM
484
Belpointe Asset Management
Nevada
$713K +$402K +5,194 +129%
OWP
485
Obermeyer Wealth Partners
Colorado
$712K +$54.5K +704 +8%
RJT
486
Raymond James Trust
Florida
$710K +$1.7K +22 +0.2%
AWM
487
Apollon Wealth Management
South Carolina
$709K -$14.9K -192 -2%
RA
488
Rational Advisors
New York
$702K -$262K -3,380 -27%
PA
489
Parallel Advisors
California
$695K +$19.5K +252 +3%
FFA
490
First Foundation Advisors
California
$694K -$15.2K -196 -2%
TI
491
Tidal Investments
Wisconsin
$686K -$162K -2,090 -19%
FMTC
492
Farmers & Merchants Trust Company
California
$684K
ABLA
493
Alan B. Lancz & Associates
Ohio
$684K
CCM
494
Cohen Capital Management
California
$680K
SIC
495
Salem Investment Counselors
North Carolina
$676K
IA
496
IFP Advisors
Florida
$674K +$1.01M +13,000 +275%
GVAG
497
Great Valley Advisor Group
Delaware
$674K +$52.6K +680 +8%
MLA
498
My Legacy Advisors
Oregon
$672K +$140K +1,804 +26%
GP
499
Greenline Partners
New York
$671K -$2.19M -28,282 -76%
BWA
500
BDO Wealth Advisors
Florida
$668K +$50.1K +648 +8%

SRE Hedge Fund Activity: Q4 2022 in Review

1,004 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q4 2022, worth a combined $42B — up 2.6% from $41B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new SRE positions and 69 closed out — a net gain of 69 holders — while 391 added to existing stakes and 303 trimmed.

The largest buyer was Capital International Investors, adding an estimated $670M. The largest seller was T. Rowe Price Associates, cutting an estimated $659M.

  • 1,004 institutional investors held Sempra (SRE) as of Q4 2022, up from 961 in Q3 2022.
  • Funds reported $42B of Sempra stock for Q4 2022, up 2.6% quarter-over-quarter.
  • 138 funds opened new Sempra positions in Q4 2022 and 69 closed out, a net change of +69 holders.
  • The largest Sempra buyer in Q4 2022 was Capital International Investors, an estimated $670M added.
  • The largest Sempra seller in Q4 2022 was T. Rowe Price Associates, an estimated $659M sold.

Based on aggregated 13F filings for Q4 2022.