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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
EWM
726
Evercore Wealth Management
New York
$211K
PIN
727
Prudent Investors Network
California
$211K
WBC
728
West Branch Capital
Massachusetts
$211K
ACM
729
Advisors Capital Management
New Jersey
$209K -$8.51K -106 -4%
P
730
Pitcairn
Pennsylvania
$209K +$4.01K +50 +2%
DWP
731
Destiny Wealth Partners
Florida
$209K +$224K +2,784 New
OTL
732
Oak Thistle LLC
New York
$209K +$224K +2,788 New
GIA
733
Gateway Investment Advisers
Ohio
$207K
DWM
734
Destination Wealth Management
California
$205K +$220K +2,734 New
RA
735
RFG Advisory
Alabama
$204K +$205K +2,558 New
MA
736
Montag & Associates
Georgia
$203K
KPW
737
Kore Private Wealth
New York
$202K -$85.8K -1,068 -28%
FWM
738
Fortress Wealth Management
California
$202K -$37.1K -462 -15%
VDI
739
Vaughan David Investments
Illinois
$202K
FIB
740
First Interstate Bank
Montana
$201K +$215K +2,678 New
DMBA
741
Deseret Mutual Benefit Administrators
Utah
$194K
AF
742
Advisornet Financial
Minnesota
$186K +$37.6K +468 +23%
GFPC
743
Global Financial Private Client
Florida
$183K +$191K +2,378 New
HWA
744
Heritage Wealth Advisors
Virginia
$175K
GRP
745
Global Retirement Partners
California
$175K +$16.9K +210 +10%
FRA
746
Front Row Advisors
California
$173K
FMP
747
Financial Management Professionals
Texas
$173K +$24.9K +310 +16%
BWM
748
Baystate Wealth Management
Massachusetts
$172K +$162K +2,016 +730%
BAM
749
Belpointe Asset Management
Nevada
$170K -$6.75K -84 -4%
TF
750
Tompkins Financial
New York
$170K

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.