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Sempra
SRE

Overview Fund Activity

999 hedge funds and large institutions have $42B invested in Sempra in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 389 increasing their positions, 300 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+43
Holders Change %
+4.5%
% of All Funds
16.12%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
138
Increased
389
Reduced
300
Closed
69
Calls
$59.7M
Puts
$65.2M
Net Calls
-$5.48M
Net Calls Change
+$1.53M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$669M
2
AWA
Arete Wealth Advisors
Illinois
+$226M
3
ATN
AMF Tjänstepension
Sweden
+$186M
4
Morgan Stanley
Morgan Stanley
New York
+$152M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$91.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$658M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$248M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$161M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$118M
5
State Street
State Street
Massachusetts
-$63.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
701
WesBanco Bank
West Virginia
$262K +$262K +3,390 New
SWS
702
SYSTM Wealth Solutions
Illinois
$262K +$262K +3,390 New
TWM
703
TriaGen Wealth Management
California
$261K – – –
EVM
704
Evelyn V. Moreno
$257K +$257K +3,326 New
AP
705
Atwood & Palmer
Missouri
$255K – – –
CWP
706
Core Wealth Partners
California
$255K +$255K +4,914 New
IAM
707
Innovis Asset Management
Illinois
$255K +$255K +3,294 New
PPWM
708
PFG Private Wealth Management
Florida
$254K +$3.56K +46 +1%
SSA
709
Schonfeld Strategic Advisors
New York
$253K -$38.6M -499,072 -99%
CWA
710
Centennial Wealth Advisory
Michigan
$252K +$27.5K +356 +12%
CWM
711
Chesapeake Wealth Management
Virginia
$252K +$252K +3,262 New
RPC
712
Rossmore Private Capital
Connecticut
$252K +$3.25K +42 +1%
CWS
713
Confluence Wealth Services
Pennsylvania
$250K – – –
RCG
714
Regatta Capital Group
California
$250K – – –
PFS
715
Prospera Financial Services
Texas
$249K +$249K +3,222 New
HCM
716
Hodges Capital Management
Texas
$247K +$7.72K +100 +3%
CWS
717
Cypress Wealth Services
California
$244K +$618 +8 +0.3%
BC
718
Burleson & Co
California
$242K – – –
MFG
719
Magnus Financial Group
New York
$242K -$19.6K -254 -8%
SG
720
Stonnington Group
California
$240K -$110K -1,400 -31%
VDI
721
Vaughan David Investments
Illinois
$239K +$30.9K +400 +15%
SI
722
SimpliFi Inc
California
$238K +$1.86K +24 +0.8%
KW
723
KWB Wealth
California
$237K – – –
PG
724
Patten Group
Tennessee
$237K +$25.5K +330 +12%
CI
725
CX Institutional
Indiana
$236K +$236K +3,050 New
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