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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
APP
526
Alpha Paradigm Partners
Illinois
$542K +$342K +4,760 +282%
DHGWA
527
Dixon Hughes Goodman Wealth Advisors
North Carolina
$540K +$10.2K +142 +2%
NW
528
NewEdge Wealth
Pennsylvania
$537K +$210K +2,924 +84%
PP
529
Palladium Partners
Virginia
$535K -$14.8K -206 -3%
HWA
530
HCR Wealth Advisors
California
$535K +$2.16K +30 +0.5%
CA
531
Continuum Advisory
Idaho
$532K +$474K +6,592 New
SIG
532
Stonegate Investment Group
Alabama
$528K -$53.3K -742 -11%
FB
533
Fulton Bank
Pennsylvania
$527K +$5.03K +70 +1%
CAM
534
Cresset Asset Management
Illinois
$527K +$20.1K +280 +5%
IMRF
535
Illinois Municipal Retirement Fund
Illinois
$526K
OCG
536
Opus Capital Group
Ohio
$520K
AWE
537
Avidian Wealth Enterprises
Texas
$520K +$20K +278 +5%
HCM
538
Hutchinson Capital Management
California
$519K +$431 +6 +0.1%
OIA
539
OneDigital Investment Advisors
Kansas
$514K +$25.2K +350 +6%
FWM
540
Fingerlakes Wealth Management
New York
$507K +$4.31K +60 +1%
IWC
541
Integrated Wealth Concepts
Massachusetts
$507K +$6.75K +94 +2%
KC
542
Kepos Capital
New York
$506K -$257K -3,580 -37%
CPIG
543
Chicago Partners Investment Group
Illinois
$506K +$27.6K +384 +7%
SC
544
Searle & Co
Connecticut
$504K
MF
545
Manchester Financial
California
$503K +$28K +390 +7%
IC
546
IEQ Capital
California
$503K +$73.3K +1,020 +21%
LCM
547
Laurion Capital Management
New York
$501K +$429K +5,964 New
WI
548
Wintrust Investments
Illinois
$494K
QCG
549
Quadrant Capital Group
Ohio
$488K +$42.7K +594 +11%
CSS
550
Cubist Systematic Strategies
Connecticut
$484K -$12.8M -178,350 -97%

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.