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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
SWA
576
Stratos Wealth Advisors
Ohio
$435K +$9.05K +126 +2%
PWAG
577
Polaris Wealth Advisory Group
California
$433K -$13.8K -192 -4%
IF
578
Intrua Financial
Texas
$432K +$8.19K +114 +2%
LHEI
579
Leo H. Evart Inc
California
$431K
GAM
580
Gotham Asset Management
New York
$430K +$132K +1,830 +56%
WAM
581
Weatherly Asset Management
California
$429K -$10.8K -150 -3%
BCM
582
BTR Capital Management
California
$428K
PTC
583
Private Trust Company
Ohio
$428K +$4.6K +64 +1%
AL
584
Aspiriant LLC
California
$427K -$37.9K -528 -9%
CRWM
585
Castle Rock Wealth Management
California
$426K
AC
586
ASB Consultores
Florida
$425K -$14.8K -206 -4%
CCA
587
Checchi Capital Advisers
California
$422K +$25.3K +352 +8%
FIA
588
Foundations Investment Advisors
Arizona
$420K -$9.92K -138 -3%
Brown Advisory
589
Brown Advisory
Maryland
$420K -$3.02K -42 -0.8%
TC
590
Toews Corporation
New Jersey
$420K +$359K +5,000 New
SIAG
591
Safeguard Investment Advisory Group
California
$419K -$53.9K -750 -13%
QI
592
Qtron Investments
Massachusetts
$418K +$357K +4,970 New
CCM
593
Coldstream Capital Management
Washington
$417K -$2.87K -40 -0.8%
PMA
594
Prudent Man Advisors
Illinois
$416K -$20K -278 -5%
SWMP
595
Signature Wealth Management Partners
New Jersey
$414K
AIA
596
AIMZ Investment Advisors
California
$413K
SIM
597
Sentry Investment Management
Wisconsin
$412K -$109K -1,516 -24%
PAM
598
Premier Asset Management
Illinois
$409K -$143K -1,990 -29%
BFEC
599
Benjamin F. Edwards & Company
Missouri
$407K -$31.2K -434 -8%
MMM
600
Mendel Money Management
Illinois
$406K +$347K +4,832 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.