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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
FRM
551
Fox Run Management
Connecticut
$446K +$477K +5,942 New
SPIA
552
Steward Partners Investment Advisory
New York
$445K -$117K -1,452 -20%
BPA
553
Beacon Pointe Advisors
California
$444K -$686K -8,540 -59%
OIA
554
OneDigital Investment Advisors
Kansas
$442K -$19.3K -240 -4%
6F
555
626 Financial
Michigan
$441K -$68.7K -856 -13%
FB
556
Fulton Bank
Pennsylvania
$439K -$34.7K -432 -7%
Luther King Capital Management (LKCM)
557
Luther King Capital Management (LKCM)
Texas
$437K +$466K +5,810 New
FP
558
Financial Perspectives
Minnesota
$431K
CWS
559
Confluence Wealth Services
Pennsylvania
$429K -$12K -150 -3%
GAM
560
Gotham Asset Management
New York
$425K +$43K +536 +10%
SC
561
Sepio Capital
Utah
$422K
BRWA
562
B. Riley Wealth Advisors
Florida
$422K +$23.3K +290 +5%
CSI
563
Cross Staff Investments
New York
$421K
FIA
564
Foundations Investment Advisors
Arizona
$421K +$64.6K +804 +16%
SIAG
565
Safeguard Investment Advisory Group
California
$419K
FWIA
566
Fort Washington Investment Advisors
Ohio
$418K -$1.34M -16,700 -75%
APP
567
Avantax Planning Partners
Iowa
$418K +$447K +5,562 New
AP
568
Appleton Partners
Massachusetts
$415K
DPI
569
Diversified Portfolios Inc
Michigan
$414K -$7.55K -94 -2%
VW
570
Vance Wealth
California
$414K -$6.75K -84 -2%
FFG
571
Frisch Financial Group
New York
$413K +$2.89K +36 +0.7%
HAG
572
HighPoint Advisor Group
Illinois
$411K +$448K +5,576 New
ICG
573
InterOcean Capital Group
Tennessee
$408K +$436K +5,434 New
BA
574
Bridgewater Advisors
New York
$407K +$3.21K +40 +0.7%
BFEC
575
Benjamin F. Edwards & Company
Missouri
$407K +$45.8K +570 +12%

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.