We are live on ! Find out more

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
OFG
626
Omega Financial Group
California
$313K
CGL
627
Clarius Group LLC
Washington
$308K +$18.6K +232 +6%
MCM
628
MAI Capital Management
Ohio
$307K +$18.5K +230 +6%
CAG
629
Crestwood Advisors Group
Massachusetts
$306K -$1.45K -18 -0.4%
CAM
630
Cresset Asset Management
Illinois
$305K -$171K -2,124 -34%
PFO
631
Pathstone Family Office
New Jersey
$304K +$132K +1,638 +68%
RIL
632
Rothschild Investment LLC
Illinois
$304K
IWA
633
Intercontinental Wealth Advisors
Texas
$302K
ZCA
634
Zeke Capital Advisors
Pennsylvania
$301K -$161 -2 -0.1%
KIM
635
Karpus Investment Management
New York
$301K
PIM
636
Perpetual Investment Management
Australia
$301K
PL
637
Plancorp LLC
Missouri
$300K +$1.12K +14 +0.4%
CAGAS
638
Capital Advisory Group Advisory Services
Minnesota
$294K
DWMG
639
DB Wealth Management Group
California
$294K
VBWMG
640
Von Berge Wealth Management Group
California
$294K
CPSAC
641
Chas P. Smith & Associates (CPS)
Florida
$294K +$642 +8 +0.2%
HWM
642
HB Wealth Management
Georgia
$294K +$63.9K +796 +26%
ECM
643
Evergreen Capital Management
Washington
$292K -$218K -2,710 -41%
SCM
644
Shelton Capital Management
Colorado
$291K
RSWM
645
Robertson Stephens Wealth Management
California
$290K
WJWM
646
Williams Jones Wealth Management
New York
$289K +$309K +3,848 New
HGERS
647
Householder Group Estate & Retirement Specialist
Arizona
$287K -$1.93K -24 -0.6%
CC
648
Corton Capital
Ontario, Canada
$286K +$82.2K +1,024 +37%
SEC
649
Seven Eight Capital
New York
$286K +$305K +3,804 New
OCM
650
One Capital Management
California
$284K

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.