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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
CA
726
Calton & Associates
Florida
$225K +$193K +2,680 New
IFWM
727
Institute for Wealth Management
Colorado
$224K +$191K +2,662 New
AF
728
Affiance Financial
Minnesota
$224K +$191K +2,664 New
PFM
729
Phillips Financial Management
Indiana
$224K +$191K +2,664 New
PG
730
Patten Group
Tennessee
$223K +$190K +2,650 New
CIC
731
Carnegie Investment Counsel
Ohio
$220K -$43.1K -600 -19%
MCM
732
Monument Capital Management
Virginia
$220K +$188K +2,614 New
IAN
733
Integrated Advisors Network
Texas
$220K +$188K +2,622 New
PI
734
Putnam Investments
Massachusetts
$219K +$187K +2,600 New
PTP
735
Platform Technology Partners
New York
$219K +$187K +2,602 New
DMBA
736
Deseret Mutual Benefit Administrators
Utah
$217K -$22.3K -310 -11%
IGWM
737
ICA Group Wealth Management
Colorado
$217K +$194K +2,698 New
BB
738
Busey Bank
Illinois
$215K +$184K +2,556 New
TNA
739
True North Advisors
Texas
$214K +$184K +2,554 New
LNB
740
Ledyard National Bank
$212K -$51.7K -720 -22%
FPCP
741
Fort Point Capital Partners
California
$212K +$181K +2,522 New
MMA
742
Miracle Mile Advisors
California
$211K +$180K +2,506 New
DU
743
Delphia (USA)
Ontario, Canada
$211K +$181K +2,516 New
SWM
744
Silverlake Wealth Management
Vermont
$210K +$180K +2,502 New
GWM
745
Greenwich Wealth Management
Connecticut
$209K -$89.1K -1,240 -33%
CWA
746
Centennial Wealth Advisory
Michigan
$209K +$178K +2,484 New
BFPW
747
BOK Financial Private Wealth
Colorado
$208K +$178K +2,476 New
PFO
748
Pathstone Family Office
New Jersey
$207K -$71.9K -1,000 -29%
JWCA
749
J.W. Coons Advisors
Ohio
$207K +$175K +2,440 New
Calamos Advisors
750
Calamos Advisors
Illinois
$207K +$177K +2,468 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.