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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 %
CSI
576
Cross Staff Investments
New York
$433K – – –
CF
577
Centaurus Financial
California
$432K +$92.1K +1,192 +27%
IAN
578
Integrated Advisors Network
Texas
$432K +$22.7K +294 +6%
XT
579
XTX Topco
Cayman Islands
$431K +$128K +1,662 +42%
FFG
580
Frisch Financial Group
New York
$431K +$3.4K +44 +0.8%
FDCDDQ
581
Federation des caisses Desjardins du Quebec
Quebec, Canada
$428K +$24.3K +314 +6%
FRM
582
Fox Run Management
Connecticut
$427K +$427K +5,528 New
AP
583
Appleton Partners
Massachusetts
$427K -$7.74K -100 -2%
VW
584
Vance Wealth
California
$426K – – –
BFEC
585
Benjamin F. Edwards & Company
Missouri
$426K +$23.8K +308 +6%
DPI
586
Diversified Portfolios Inc
Michigan
$426K – – –
EWA
587
Etesian Wealth Advisors
Oregon
$423K +$423K +5,480 New
SPIA
588
Steward Partners Investment Advisory
New York
$422K -$36.2K -468 -8%
ICG
589
InterOcean Capital Group
Tennessee
$420K – – –
PWAG
590
Polaris Wealth Advisory Group
California
$418K – – –
CFB
591
Cullen/Frost Bankers
Texas
$415K +$27K +350 +7%
FWIA
592
Fort Washington Investment Advisors
Ohio
$414K -$9.57K -124 -2%
Lido Advisors
593
Lido Advisors
California
$413K +$152K +1,968 +58%
NCM
594
Neumann Capital Management
California
$413K -$155 -2 -0%
BSW
595
Buckingham Strategic Wealth
Missouri
$410K +$4.02K +52 +1%
SFI
596
Siemens Fonds Invest
Germany
$406K -$64.4K -834 -14%
GG
597
Gofen & Glossberg
Illinois
$406K – – –
ACM
598
Acrisure Capital Management
Texas
$405K +$405K +5,246 New
NA
599
NewEdge Advisors
Louisiana
$404K +$64.5K +1,136 +19%
VEA
600
Virtus ETF Advisers
New York
$400K -$1.25M -16,170 -76%
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