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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
LOAMS
676
Lombard Odier Asset Management (Switzerland)
Switzerland
$250K +$267K +3,322 New
AP
677
Atwood & Palmer
Missouri
$248K
SG
678
Stonnington Group
California
$247K
PP
679
Patten & Patten
Tennessee
$246K
1SB
680
1ST Source Bank
Indiana
$243K -$3.05K -38 -1%
BP
681
Ballentine Partners
Massachusetts
$243K
RPC
682
Rossmore Private Capital
Connecticut
$242K +$258K +3,216 New
CT
683
Caldwell Trust
Florida
$241K
D.E. Shaw & Co
684
D.E. Shaw & Co
New York
$240K +$256K +3,190 New
CCA
685
Childress Capital Advisors
Texas
$238K +$3.69K +46 +1%
Lido Advisors
686
Lido Advisors
California
$237K +$7.07K +88 +3%
CWA
687
Centennial Wealth Advisory
Michigan
$237K +$53.6K +668 +27%
PPWM
688
PFG Private Wealth Management
Florida
$237K +$254K +3,158 New
CWS
689
Cypress Wealth Services
California
$236K -$188K -2,338 -43%
PAM
690
Premier Asset Management
Illinois
$236K -$162K -2,018 -42%
WPC
691
Wedmont Private Capital
Pennsylvania
$236K +$28.1K +350 +13%
BC
692
Burleson & Co
California
$235K
PIA
693
Pinion Investment Advisors
Kansas
$234K
HCM
694
Hodges Capital Management
Texas
$233K
JC
695
Jacobs & Co
California
$233K
IGWM
696
ICA Group Wealth Management
Colorado
$233K +$3.37K +42 +2%
KW
697
KWB Wealth
California
$231K
WF
698
Welch & Forbes
Massachusetts
$228K -$8.03K -100 -3%
FFG
699
Ford Financial Group
California
$228K
SI
700
SimpliFi Inc
California
$227K +$1.61K +20 +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.