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Sempra
SRE

Overview Fund Activity

948 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, 343 increasing their positions, 266 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
948
Holders Change
+69
Holders Change %
+7.85%
% of All Funds
15%
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
343
Reduced
266
Closed
76
Calls
$194M
Puts
$102M
Net Calls
+$91.3M
Net Calls Change
+$14.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$905M
2
Capital International Investors
Capital International Investors
California
+$235M
3
State Street
State Street
Massachusetts
+$131M
4
CIA
ClearBridge Investments (Australia)
Australia
+$130M
5
Deutsche Bank
Deutsche Bank
Germany
+$125M

Top Sellers

1
ZP
Zimmer Partners
New York
-$227M
2
Citadel Advisors
Citadel Advisors
Florida
-$138M
3
Franklin Resources
Franklin Resources
California
-$124M
4
MAM
Magellan Asset Management
Australia
-$100M
5
Prudential Financial
Prudential Financial
New Jersey
-$79.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LHEI
576
Leo H. Evart Inc
California
$431K – – –
GAM
577
Gotham Asset Management
New York
$430K +$154K +1,830 +56%
WAM
578
Weatherly Asset Management
California
$429K -$12.6K -150 -3%
BCM
579
BTR Capital Management
California
$428K – – –
PTC
580
Private Trust Company
Ohio
$428K +$5.38K +64 +1%
AL
581
Aspiriant LLC
California
$427K -$44.4K -528 -9%
CRWM
582
Castle Rock Wealth Management
California
$426K – – –
AC
583
ASB Consultores
Florida
$425K -$17.3K -206 -4%
CCA
584
Checchi Capital Advisers
California
$422K +$29.6K +352 +8%
FIA
585
Foundations Investment Advisors
Arizona
$420K -$11.8K -138 -3%
Brown Advisory
586
Brown Advisory
Maryland
$420K -$3.53K -42 -0.8%
TC
587
Toews Corporation
New Jersey
$420K +$420K +5,000 New
SIAG
588
Safeguard Investment Advisory Group
California
$419K -$62.9K -750 -13%
QI
589
Qtron Investments
Massachusetts
$418K +$418K +4,970 New
CCM
590
Coldstream Capital Management
Washington
$417K -$3.36K -40 -0.8%
PMA
591
Prudent Man Advisors
Illinois
$416K -$23.3K -278 -5%
SWMP
592
Signature Wealth Management Partners
New Jersey
$414K – – –
AIA
593
AIMZ Investment Advisors
California
$413K – – –
SIM
594
Sentry Investment Management
Wisconsin
$412K -$128K -1,516 -24%
PAM
595
Premier Asset Management
Illinois
$409K -$167K -1,990 -29%
BFEC
596
Benjamin F. Edwards & Company
Missouri
$407K -$36.5K -434 -8%
MMM
597
Mendel Money Management
Illinois
$406K +$406K +4,832 New
UAML
598
US Asset Management LLC
Pennsylvania
$403K – – –
MOS
599
MGO One Seven
Ohio
$403K +$8.58K +102 +2%
MHR
600
Matthew Hamilton Rosenberg
$398K – – –
22 23
24
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