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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
EWA
676
EverSource Wealth Advisors
Alabama
$268K +$142K +1,972 +162%
Fisher Asset Management
677
Fisher Asset Management
Washington
$268K +$229K +3,192 New
NP
678
NorthRock Partners
Minnesota
$267K +$228K +3,178 New
FWM
679
Fortress Wealth Management
California
$265K +$431 +6 +0.2%
IDA
680
Intelligence Driven Advisers
California
$265K +$227K +3,158 New
BC
681
Burleson & Co
California
$263K
WF
682
Welch & Forbes
Massachusetts
$263K
HWM
683
HB Wealth Management
Georgia
$262K +$224K +3,116 New
PIA
684
Pinion Investment Advisors
Kansas
$262K +$224K +3,118 New
HCM
685
Hodges Capital Management
Texas
$261K
JC
686
Jacobs & Co
California
$261K
CCA
687
Childress Capital Advisors
Texas
$261K +$224K +3,120 New
AAS
688
Annex Advisory Services
Wisconsin
$259K
GL
689
Graypoint LLC
New York
$259K +$222K +3,084 New
Lido Advisors
690
Lido Advisors
California
$258K +$221K +3,072 New
CGL
691
Clarius Group LLC
Washington
$256K
FFG
692
Ford Financial Group
California
$256K
SCM
693
SOL Capital Management
Maryland
$255K
CCC
694
Chelsea Counsel Company
California
$253K +$216K +3,006 New
FAT
695
First American Trust
California
$253K +$216K +3,006 New
SI
696
SimpliFi Inc
California
$253K +$216K +3,008 New
Members Trust
697
Members Trust
Florida
$253K +$216K +3,012 New
IGGA
698
Iron Gate Global Advisors
Utah
$252K
JFL
699
Jarislowsky, Fraser Ltd
Quebec, Canada
$252K +$216K +3,000 New
WSC
700
Wellington Shields & Co
New York
$252K +$216K +3,000 New

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.