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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 %
WP
626
WealthSource Partners
California
$360K -$39.4K -510 -10%
WA
627
Wealthstar Advisors
Texas
$357K – – –
ABC
628
Associated Banc-Corp
Wisconsin
$355K – – –
ACM
629
Aquatic Capital Management
Illinois
$355K +$355K +4,600 New
MAA
630
Mraz Amerine & Associates
California
$355K – – –
CI
631
Conning Inc
Connecticut
$353K -$1.08K -14 -0.3%
CGL
632
Clarius Group LLC
Washington
$348K +$4.33K +56 +1%
MHIC
633
Marble Harbor Investment Counsel
Massachusetts
$348K – – –
OAM
634
Oak Asset Management
California
$347K -$11K -142 -3%
HI
635
Harbour Investments
Wisconsin
$346K -$3.25K -42 -0.9%
DWP
636
Daymark Wealth Partners
Ohio
$342K +$342K +4,424 New
APP
637
Avantax Planning Partners
Iowa
$340K -$4.48K -58 -1%
KTA
638
Keeley-Teton Advisors
Illinois
$339K – – –
SS
639
Simplicity Solutions
Minnesota
$339K +$20.4K +264 +6%
B
640
Bellecapital
Switzerland
$337K +$69.9K +904 +26%
VIA
641
Vident Investment Advisory
Georgia
$335K +$335K +4,336 New
PCM
642
Pointe Capital Management
Michigan
$335K -$22.3K -288 -6%
CRWM
643
Castle Rock Wealth Management
California
$335K – – –
BWP
644
Balboa Wealth Partners
Arizona
$334K -$32.6K -422 -9%
NSIM
645
North Star Investment Management
Illinois
$334K +$1.24K +16 +0.4%
VBWMG
646
Von Berge Wealth Management Group
California
$333K +$162 +2 +0%
Los Angeles Capital Management
647
Los Angeles Capital Management
California
$332K -$594K -7,682 -64%
6F
648
626 Financial
Michigan
$331K -$70.8K -916 -18%
PIA
649
Perennial Investment Advisors
California
$329K +$2.94K +38 +0.9%
AL
650
Aspiriant LLC
California
$328K +$155 +2 +0%
24 25
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