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
RCM
651
RB Capital Management
Nevada
$284K +$1.28K +16 +0.4%
NP
652
NorthRock Partners
Minnesota
$279K +$43.5K +542 +17%
WOSD
653
WFA of San Diego
California
$278K
BAMF
654
BI Asset Management Fondsmaeglerselskab
Denmark
$278K +$297K +3,702 New
MOS
655
MGO One Seven
Ohio
$277K -$88.8K -1,106 -23%
SXL
656
Summit X LLC
Missouri
$276K +$4.34K +54 +2%
PCM
657
Presidio Capital Management
California
$272K
SC
658
Savant Capital
Illinois
$271K +$21.8K +272 +8%
OWA
659
Octavia Wealth Advisors
Ohio
$269K -$28.1K -350 -9%
BCM
660
Brookstone Capital Management
Illinois
$265K -$30.5K -380 -10%
TCM
661
Telos Capital Management
California
$265K +$61.8K +770 +28%
GCP
662
GSA Capital Partners
United Kingdom
$264K +$282K +3,516 New
GL
663
Graypoint LLC
New York
$260K +$30.4K +378 +12%
KFA
664
Krane Funds Advisors
New York
$259K -$139K -1,732 -33%
WA
665
WealthTrust Axiom
Pennsylvania
$259K
BJL
666
Brighton Jones LLC
Washington
$259K +$6.58K +82 +2%
CIC
667
Carnegie Investment Counsel
Ohio
$257K +$64.2K +800 +31%
FCI
668
Financial Counselors Inc
Kansas
$255K -$29.5K -368 -10%
WB
669
WesBanco Bank
West Virginia
$255K
JCM
670
Jacobi Capital Management
Pennsylvania
$255K +$6.42K +80 +2%
SWM
671
Spire Wealth Management
Virginia
$255K +$153K +1,910 +129%
TWM
672
TriaGen Wealth Management
California
$254K
MFG
673
Magnus Financial Group
New York
$252K +$1.77K +22 +0.7%
FCH
674
Freestone Capital Holdings
Washington
$251K -$491K -6,112 -65%
FA
675
FC Advisory
Pennsylvania
$251K +$1.77K +22 +0.7%

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.