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Sempra
SRE

Overview Fund Activity

999 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, 389 increasing their positions, 300 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+43
Holders Change %
+4.5%
% of All Funds
16.12%
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
389
Reduced
300
Closed
69
Calls
$59.7M
Puts
$65.2M
Net Calls
-$5.48M
Net Calls Change
+$1.53M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$669M
2
AWA
Arete Wealth Advisors
Illinois
+$226M
3
ATN
AMF Tjänstepension
Sweden
+$186M
4
Morgan Stanley
Morgan Stanley
New York
+$152M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$91.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$658M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$248M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$161M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$118M
5
State Street
State Street
Massachusetts
-$63.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
526
Jump Financial
Illinois
$539K +$115K +1,486 +27%
CCM
527
Coldstream Capital Management
Washington
$538K +$538K +6,956 New
CAM
528
Centre Asset Management
New York
$537K -$17K -220 -3%
FMAEN1
529
Fund Management at Engine No 1
California
$535K +$67.5K +874 +14%
OPA
530
Old Port Advisors
Maine
$533K -$5.87K -76 -1%
SIAG
531
Safeguard Investment Advisory Group
California
$531K +$927 +12 +0.2%
LA
532
LVW Advisors
New York
$529K – – –
FBT
533
First Bankers Trust
Kentucky
$525K – – –
4WM
534
44 Wealth Management
Oregon
$524K -$18.7K -242 -3%
SP
535
Symmetry Partners
Connecticut
$522K – – –
ZIM
536
Zacks Investment Management
Illinois
$516K – – –
M
537
Mirova
France
$515K +$411K +5,324 +398%
SFA
538
Sequoia Financial Advisors
Ohio
$507K +$126K +1,634 +33%
AA
539
Advisory Alpha
Michigan
$506K – – –
HWA
540
HCR Wealth Advisors
California
$502K +$2.34K +30 +0.5%
CPIG
541
Chicago Partners Investment Group
Illinois
$499K +$2.67K +34 +0.5%
AWA
542
Aaron Wealth Advisors
Illinois
$497K +$497K +6,428 New
PMA
543
Prudent Man Advisors
Illinois
$493K +$116K +1,494 +31%
IWC
544
Integrated Wealth Concepts
Massachusetts
$489K +$6.03K +78 +1%
DC
545
Davenport & Co
Virginia
$488K +$146K +1,882 +43%
AF
546
Allworth Financial
California
$486K -$4.33K -56 -0.9%
Luther King Capital Management (LKCM)
547
Luther King Capital Management (LKCM)
Texas
$484K +$46.2K +598 +11%
S
548
SignatureFD
Georgia
$482K -$8.81K -114 -2%
SPWG
549
Syntegra Private Wealth Group
Missouri
$480K +$480K +6,214 New
CAG
550
Csenge Advisory Group
Florida
$472K +$125K +1,624 +36%
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