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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
UAML
601
US Asset Management LLC
Pennsylvania
$403K
MOS
602
MGO One Seven
Ohio
$403K +$7.33K +102 +2%
MHR
603
Matthew Hamilton Rosenberg
$398K
CWM
604
Cornerstone Wealth Management
Missouri
$396K +$15.8K +220 +5%
AF
605
Allworth Financial
California
$392K +$17.8K +248 +6%
FNBT
606
FineMark National Bank & Trust
Florida
$391K -$18.1K -252 -5%
IAA
607
Independent Advisor Alliance
North Carolina
$391K +$334K +4,646 New
OAM
608
Oak Asset Management
California
$390K -$47.4K -660 -12%
CFB
609
Cullen/Frost Bankers
Texas
$390K
CFGS
610
Concourse Financial Group Securities
Alabama
$390K +$84.4K +1,174 +34%
CAG
611
Csenge Advisory Group
Florida
$390K +$333K +4,638 New
ABC
612
Associated Banc-Corp
Wisconsin
$387K -$2.01K -28 -0.6%
M
613
Mirova
France
$387K -$287 -4 -0.1%
CFG
614
Cooper Financial Group
California
$387K +$4.89K +68 +2%
NIMI
615
Natixis Investment Managers International
France
$387K +$331K +4,606 New
MAA
616
Mraz Amerine & Associates
California
$386K
PCM
617
Pointe Capital Management
Michigan
$384K +$7.33K +102 +2%
WP
618
WealthSource Partners
California
$380K +$19.7K +274 +6%
MHIC
619
Marble Harbor Investment Counsel
Massachusetts
$378K
NSIM
620
North Star Investment Management
Illinois
$362K
S
621
SignatureFD
Georgia
$361K +$54.6K +760 +22%
DC
622
Davenport & Co
Virginia
$359K +$307K +4,276 New
IDBONY
623
Israel Discount Bank of New York
New York
$355K
MW
624
Marcum Wealth
Ohio
$352K +$301K +4,192 New
OFG
625
Omega Financial Group
California
$351K -$28.7K -400 -9%

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.