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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 %
CIC
551
Carnegie Investment Counsel
Ohio
$471K -$15.1K -196 -3%
CFG
552
Cooper Financial Group
California
$470K +$74.5K +964 +19%
AWE
553
Avidian Wealth Enterprises
Texas
$468K +$618 +8 +0.1%
CA
554
Continuum Advisory
Idaho
$465K +$2.32K +30 +0.5%
MF
555
Manchester Financial
California
$465K – – –
GFS
556
GYL Financial Synergies
Connecticut
$464K +$234K +3,034 +102%
SF
557
Synovus Financial
Georgia
$464K +$18.7K +242 +4%
SC
558
Searle & Co
Connecticut
$464K – – –
OCG
559
Opus Capital Group
Ohio
$460K -$18.5K -240 -4%
AU
560
Algebris (UK)
United Kingdom
$459K +$459K +5,956 New
WA1
561
Wimmer Associates 1
California
$454K +$46.4K +600 +11%
ESCM
562
Echo Street Capital Management
New York
$453K +$453K +5,860 New
HBT
563
Heartland Bank & Trust
Illinois
$453K +$453K +5,858 New
FP
564
Financial Perspectives
Minnesota
$450K +$3.4K +44 +0.8%
BJL
565
Brighton Jones LLC
Washington
$448K -$75.3K -974 -14%
CCA
566
Checchi Capital Advisers
California
$447K +$4.95K +64 +1%
RWA
567
Redhawk Wealth Advisors
Minnesota
$445K +$3.09K +40 +0.7%
PFA
568
Petra Financial Advisors
Colorado
$443K +$443K +5,732 New
FWM
569
Fingerlakes Wealth Management
New York
$442K -$11.4K -148 -3%
KLC
570
Knowledge Leaders Capital
Colorado
$441K -$618 -8 -0.1%
WA
571
Wealth Alliance
New York
$441K -$3.4K -44 -0.8%
QCM
572
Quantinno Capital Management
New York
$437K +$437K +5,660 New
SC
573
Sepio Capital
Utah
$436K +$309 +4 +0.1%
FB
574
Fulton Bank
Pennsylvania
$436K -$46.2K -598 -10%
IAG
575
Ipsen Advisor Group
Arkansas
$435K +$435K +5,628 New
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