SRE icon

Sempra
SRE

Overview Fund Activity

948 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, 343 increasing their positions, 266 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
948
Holders Change
+69
Holders Change %
+7.85%
% of All Funds
15%
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
343
Reduced
266
Closed
76
Calls
$194M
Puts
$102M
Net Calls
+$91.3M
Net Calls Change
+$14.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.14B
2
Capital International Investors
Capital International Investors
California
$3.45B
3
State Street
State Street
Massachusetts
$3.13B
4
CIA
ClearBridge Investments (Australia)
Australia
$130M
5
Deutsche Bank
Deutsche Bank
Germany
$1.32B

Top Sellers

1
ZP
Zimmer Partners
New York
$45.1M
2
Citadel Advisors
Citadel Advisors
Florida
$2.11M
3
Franklin Resources
Franklin Resources
California
$1.32B
4
MAM
Magellan Asset Management
Australia
$414M
5
Prudential Financial
Prudential Financial
New Jersey
$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IDA
676
Intelligence Driven Advisers
California
$265K +$265K +3,158 New
WF
677
Welch & Forbes
Massachusetts
$263K – – –
BC
678
Burleson & Co
California
$263K – – –
HWM
679
HB Wealth Management
Georgia
$262K +$262K +3,116 New
PIA
680
Pinion Investment Advisors
Kansas
$262K +$262K +3,118 New
HCM
681
Hodges Capital Management
Texas
$261K – – –
JC
682
Jacobs & Co
California
$261K – – –
CCA
683
Childress Capital Advisors
Texas
$261K +$261K +3,120 New
AAS
684
Annex Advisory Services
Wisconsin
$259K – – –
GL
685
Graypoint LLC
New York
$259K +$259K +3,084 New
Lido Advisors
686
Lido Advisors
California
$258K +$258K +3,072 New
CGL
687
Clarius Group LLC
Washington
$256K – – –
FFG
688
Ford Financial Group
California
$256K – – –
SCM
689
SOL Capital Management
Maryland
$255K – – –
FAT
690
First American Trust
California
$253K +$253K +3,006 New
CCC
691
Chelsea Counsel Company
California
$253K +$253K +3,006 New
SI
692
SimpliFi Inc
California
$253K +$253K +3,008 New
Members Trust
693
Members Trust
Florida
$253K +$253K +3,012 New
IGGA
694
Iron Gate Global Advisors
Utah
$252K – – –
WSC
695
Wellington Shields & Co
New York
$252K +$252K +3,000 New
JFL
696
Jarislowsky, Fraser Ltd
Quebec, Canada
$252K +$252K +3,000 New
AWM
697
Aevitas Wealth Management
Massachusetts
$250K +$250K +2,976 New
ACM
698
Advisors Capital Management
New Jersey
$243K +$243K +2,892 New
HCM
699
Howland Capital Management
Massachusetts
$242K +$242K +2,880 New
FDCDDQ
700
Federation des caisses Desjardins du Quebec
Quebec, Canada
$242K +$35.1K +418 +17%
26 27
28
29 30