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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
AWM
701
Aevitas Wealth Management
Massachusetts
$250K +$214K +2,976 New
ACM
702
Advisors Capital Management
New Jersey
$243K +$208K +2,892 New
HCM
703
Howland Capital Management
Massachusetts
$242K +$207K +2,880 New
FDCDDQ
704
Federation des caisses Desjardins du Quebec
Quebec, Canada
$242K +$30K +418 +17%
TCM
705
Tradewinds Capital Management
Washington
$241K
KA
706
Kovack Advisors
Florida
$241K +$206K +2,870 New
BFA
707
Beaumont Financial Advisors
Massachusetts
$240K +$205K +2,856 New
BF
708
BOK Financial
Oklahoma
$238K +$203K +2,828 New
BI
709
Blooom Inc
Kansas
$238K +$205K +2,848 New
PIN
710
Prudent Investors Network
California
$237K +$202K +2,814 New
WBC
711
West Branch Capital
Massachusetts
$236K
TC
712
Telemus Capital
Michigan
$236K +$202K +2,806 New
EWM
713
Evercore Wealth Management
New York
$236K +$202K +2,812 New
HWM
714
Howard Wealth Management
Connecticut
$235K +$201K +2,800 New
CC
715
Corton Capital
Ontario, Canada
$234K +$200K +2,780 New
TCM
716
Telos Capital Management
California
$232K -$84.5K -1,176 -30%
GIA
717
Gateway Investment Advisers
Ohio
$232K +$198K +2,756 New
WPC
718
Wedmont Private Capital
Pennsylvania
$232K +$200K +2,788 New
STA
719
Summit Trail Advisors
New York
$231K +$196K +2,726 New
P
720
Pitcairn
Pennsylvania
$230K +$197K +2,738 New
ANTB
721
AMG National Trust Bank
Colorado
$228K +$195K +2,708 New
MA
722
Montag & Associates
Georgia
$227K
ACM
723
Azimuth Capital Management
Michigan
$227K +$194K +2,700 New
VDI
724
Vaughan David Investments
Illinois
$226K +$193K +2,692 New
SRC
725
Stone Run Capital
New York
$225K +$192K +2,678 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.