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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
FDCDDQ
576
Federation des caisses Desjardins du Quebec
Quebec, Canada
$407K +$204K +2,540 +88%
WA
577
Wealth Alliance
New York
$404K +$2.25K +28 +0.5%
NCM
578
Neumann Capital Management
California
$402K
SWA
579
Stratos Wealth Advisors
Ohio
$402K +$14K +174 +3%
BSW
580
Buckingham Strategic Wealth
Missouri
$396K +$2.57K +32 +0.6%
CI
581
Conning Inc
Connecticut
$394K -$39.2K -488 -9%
GG
582
Gofen & Glossberg
Illinois
$394K
WA1
583
Wimmer Associates 1
California
$393K
DGAM
584
Desjardins Global Asset Management
Quebec, Canada
$389K -$305K -3,794 -42%
AF
585
Allworth Financial
California
$389K +$41.1K +512 +11%
PWAG
586
Polaris Wealth Advisory Group
California
$388K
RWA
587
Redhawk Wealth Advisors
Minnesota
$387K -$46.6K -580 -10%
S
588
SignatureFD
Georgia
$386K +$67.3K +838 +20%
LS
589
Livforsakringsbolaget Skandia
Sweden
$385K -$145K -1,800 -26%
LHEI
590
Leo H. Evart Inc
California
$385K
CWM
591
Cornerstone Wealth Management
Missouri
$384K +$32.3K +402 +9%
BCM
592
BTR Capital Management
California
$383K
WAM
593
Weatherly Asset Management
California
$383K
PTC
594
Private Trust Company
Ohio
$381K -$1.61K -20 -0.4%
CFGS
595
Concourse Financial Group Securities
Alabama
$376K +$31.8K +396 +9%
IF
596
Intrua Financial
Texas
$372K -$14.6K -182 -4%
AIA
597
AIMZ Investment Advisors
California
$369K
SPC
598
Sigma Planning Corp
Michigan
$368K -$228K -2,840 -37%
PMA
599
Prudent Man Advisors
Illinois
$367K -$5.46K -68 -1%
MHR
600
Matthew Hamilton Rosenberg
$367K +$4.34K +54 +1%

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.