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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
ZIM
526
Zacks Investment Management
Illinois
$501K
IC
527
IEQ Capital
California
$500K +$53.8K +670 +11%
AA
528
Advisory Alpha
Michigan
$492K
IAA
529
Independent Advisor Alliance
North Carolina
$489K +$150K +1,862 +40%
Rafferty Asset Management
530
Rafferty Asset Management
New York
$488K -$115K -1,430 -18%
TCM
531
Teza Capital Management
Illinois
$485K -$300K -3,734 -37%
SFI
532
Siemens Fonds Invest
Germany
$482K -$17.8K -222 -3%
HWA
533
HCR Wealth Advisors
California
$480K +$1.93K +24 +0.4%
FMAEN1
534
Fund Management at Engine No 1
California
$477K +$75.5K +940 +17%
DT
535
Diversified Trust
Tennessee
$476K -$88.8K -1,106 -15%
CCA
536
Checchi Capital Advisers
California
$468K +$51.1K +636 +13%
IWC
537
Integrated Wealth Concepts
Massachusetts
$467K +$14.6K +182 +3%
LNC
538
Lincoln National Corp
Pennsylvania
$465K -$143K -1,778 -22%
OCG
539
Opus Capital Group
Ohio
$465K
EP
540
Edgestream Partners
New Jersey
$465K +$497K +6,188 New
CA
541
Continuum Advisory
Idaho
$463K -$35K -436 -7%
HCM
542
Hutchinson Capital Management
California
$463K -$803 -10 -0.2%
QCG
543
Quadrant Capital Group
Ohio
$463K +$28.9K +360 +6%
CCM
544
Coldstream Capital Management
Washington
$460K +$93.1K +1,160 +23%
FWM
545
Fingerlakes Wealth Management
New York
$456K +$3.05K +38 +0.6%
FM
546
Freemont Management
Switzerland
$455K +$487K +6,060 New
AWE
547
Avidian Wealth Enterprises
Texas
$454K -$11.7K -146 -2%
MF
548
Manchester Financial
California
$453K +$4.17K +52 +0.9%
SC
549
Searle & Co
Connecticut
$451K
MLA
550
My Legacy Advisors
Oregon
$451K +$67.4K +840 +16%

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.