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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 %
SIM
651
Sentry Investment Management
Wisconsin
$322K -$12K -156 -4%
JWCA
652
J.W. Coons Advisors
Ohio
$321K +$321K +4,160 New
MPW
653
MGO Private Wealth
California
$320K +$72.8K +942 +29%
OFG
654
Omega Financial Group
California
$319K -$3.09K -40 -1%
IWA
655
Intercontinental Wealth Advisors
Texas
$318K +$3.25K +42 +1%
RIL
656
Rothschild Investment LLC
Illinois
$318K +$618 +8 +0.2%
GRP
657
Global Retirement Partners
California
$317K +$130K +1,678 +69%
IWM
658
IHT Wealth Management
Illinois
$317K +$8.65K +112 +3%
SC
659
Savant Capital
Illinois
$316K +$56.8K +864 +22%
SWMP
660
Signature Wealth Management Partners
New Jersey
$315K -$7.73K -100 -2%
CAG
661
Crestwood Advisors Group
Massachusetts
$315K – – –
BP
662
Ballentine Partners
Massachusetts
$311K -$21.5K -278 -6%
Skandinaviska Enskilda Banken (SEB)
663
Skandinaviska Enskilda Banken (SEB)
Sweden
$311K -$334K -4,330 -52%
CHP
664
Cable Hill Partners
Oregon
$311K +$87.3K +1,122 +39%
CPSAC
665
Chas P. Smith & Associates (CPS)
Florida
$310K +$8.2K +106 +3%
KIM
666
Karpus Investment Management
New York
$309K – – –
PIM
667
Perpetual Investment Management
Australia
$309K – – –
ZCA
668
Zeke Capital Advisors
Pennsylvania
$309K – – –
OCBCO
669
Oversea-Chinese Banking Corp (OCBC)
Singapore
$308K +$308K +3,980 New
CPG
670
Cornerstone Planning Group
New Jersey
$306K +$306K +3,928 New
DWMG
671
DB Wealth Management Group
California
$302K – – –
JCM
672
Jacobi Capital Management
Pennsylvania
$302K +$61.4K +794 +25%
MOS
673
MGO One Seven
Ohio
$302K -$2.32K -30 -0.8%
SCM
674
Shelton Capital Management
Colorado
$300K – – –
WJWM
675
Williams Jones Wealth Management
New York
$297K -$155 -2 -0.1%
25 26
27
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