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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
KPW
651
Kore Private Wealth
New York
$315K +$6.9K +96 +3%
MWM
652
Merriman Wealth Management
Washington
$315K +$42K +584 +18%
CAGAS
653
Capital Advisory Group Advisory Services
Minnesota
$312K
WOSD
654
WFA of San Diego
California
$311K -$1.25M -17,446 -83%
PCM
655
Presidio Capital Management
California
$304K
CF
656
Centaurus Financial
California
$304K +$41.7K +580 +19%
Acadian Asset Management
657
Acadian Asset Management
Massachusetts
$302K +$230K +3,198 +780%
SXL
658
Summit X LLC
Missouri
$297K +$254K +3,540 New
CFAM
659
Center For Asset Management
Florida
$293K +$26.4K +368 +12%
WA
660
WealthTrust Axiom
Pennsylvania
$290K
WB
661
WesBanco Bank
West Virginia
$286K
TWM
662
TriaGen Wealth Management
California
$284K
BJL
663
Brighton Jones LLC
Washington
$283K
SG
664
Stonnington Group
California
$282K +$241K +3,350 New
SC
665
Savant Capital
Illinois
$281K +$7.62K +106 +3%
FA
666
FC Advisory
Pennsylvania
$280K +$2.01K +28 +0.8%
MFG
667
Magnus Financial Group
New York
$280K +$21.8K +304 +10%
JCM
668
Jacobi Capital Management
Pennsylvania
$279K +$238K +3,316 New
AP
669
Atwood & Palmer
Missouri
$277K
PP
670
Patten & Patten
Tennessee
$275K
1SB
671
1ST Source Bank
Indiana
$275K +$2.73K +38 +1%
RCG
672
Regatta Capital Group
California
$272K
BP
673
Ballentine Partners
Massachusetts
$271K +$2.3K +32 +1%
TSS
674
Two Sigma Securities
New York
$271K +$232K +3,228 New
CT
675
Caldwell Trust
Florida
$270K +$108K +1,504 +88%

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.