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

Top Sellers

1
ZP
1
Zimmer Partners
New York
$45.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.11M
3
Franklin Resources
3
Franklin Resources
California
$1.32B
4
MAM
4
Magellan Asset Management
Australia
$414M
5
Prudential Financial
5
Prudential Financial
New Jersey
$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
701
Tradewinds Capital Management
Washington
$241K – – –
KA
702
Kovack Advisors
Florida
$241K +$241K +2,870 New
BFA
703
Beaumont Financial Advisors
Massachusetts
$240K +$240K +2,856 New
BF
704
BOK Financial
Oklahoma
$238K +$238K +2,828 New
BI
705
Blooom Inc
Kansas
$238K +$238K +2,848 New
PIN
706
Prudent Investors Network
California
$237K +$237K +2,814 New
WBC
707
West Branch Capital
Massachusetts
$236K – – –
TC
708
Telemus Capital
Michigan
$236K +$236K +2,806 New
EWM
709
Evercore Wealth Management
New York
$236K +$236K +2,812 New
HWM
710
Howard Wealth Management
Connecticut
$235K +$235K +2,800 New
CC
711
Corton Capital
Ontario, Canada
$234K +$234K +2,780 New
TCM
712
Telos Capital Management
California
$232K -$98.9K -1,176 -30%
GIA
713
Gateway Investment Advisers
Ohio
$232K +$232K +2,756 New
WPC
714
Wedmont Private Capital
Pennsylvania
$232K +$232K +2,788 New
STA
715
Summit Trail Advisors
New York
$231K +$231K +2,726 New
P
716
Pitcairn
Pennsylvania
$230K +$230K +2,738 New
ANTB
717
AMG National Trust Bank
Colorado
$228K +$228K +2,708 New
MA
718
Montag & Associates
Georgia
$227K – – –
ACM
719
Azimuth Capital Management
Michigan
$227K +$227K +2,700 New
VDI
720
Vaughan David Investments
Illinois
$226K +$226K +2,692 New
SRC
721
Stone Run Capital
New York
$225K +$225K +2,678 New
CA
722
Calton & Associates
Florida
$225K +$225K +2,680 New
IFWM
723
Institute for Wealth Management
Colorado
$224K +$224K +2,662 New
PFM
724
Phillips Financial Management
Indiana
$224K +$224K +2,664 New
AF
725
Affiance Financial
Minnesota
$224K +$224K +2,664 New
27 28
29
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