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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
CI
551
Conning Inc
Connecticut
$482K -$38.4K -534 -9%
FP
552
Financial Perspectives
Minnesota
$482K
RWA
553
Redhawk Wealth Advisors
Minnesota
$482K +$48.4K +674 +13%
SC
554
Sepio Capital
Utah
$472K
DPI
555
Diversified Portfolios Inc
Michigan
$471K -$4.17K -58 -1%
CSI
556
Cross Staff Investments
New York
$471K
VW
557
Vance Wealth
California
$471K
VF
558
Virtu Financial
New York
$471K +$402K +5,600 New
AP
559
Appleton Partners
Massachusetts
$464K +$397K +5,520 New
CWS
560
Cypress Wealth Services
California
$461K +$1.29K +18 +0.3%
FFG
561
Frisch Financial Group
New York
$458K +$3.16K +44 +0.8%
GVAG
562
Great Valley Advisor Group
Delaware
$456K -$18.1K -252 -4%
CL
563
Choreo LLC
Illinois
$454K -$862 -12 -0.2%
FMAEN1
564
Fund Management at Engine No 1
California
$454K +$388K +5,406 New
CWS
565
Confluence Wealth Services
Pennsylvania
$453K -$719 -10 -0.2%
XT
566
XTX Topco
Cayman Islands
$453K +$388K +5,394 New
BA
567
Bridgewater Advisors
New York
$452K -$862 -12 -0.2%
NCM
568
Neumann Capital Management
California
$450K
WA
569
Wealth Alliance
New York
$450K +$57.2K +796 +17%
BRWA
570
B. Riley Wealth Advisors
Florida
$448K +$16.8K +234 +5%
GG
571
Gofen & Glossberg
Illinois
$441K -$65.1K -906 -15%
BSW
572
Buckingham Strategic Wealth
Missouri
$440K +$431 +6 +0.1%
WA1
573
Wimmer Associates 1
California
$440K +$2.87K +40 +0.8%
MLA
574
My Legacy Advisors
Oregon
$440K +$376K +5,238 New
KFA
575
Krane Funds Advisors
New York
$436K +$373K +5,184 New

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.