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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 %
AFCM
726
Applied Finance Capital Management
Puerto Rico
$235K +$235K +3,036 New
IDA
727
Intelligence Driven Advisers
California
$234K – – –
HP
728
Hilltop Partners
Indiana
$234K +$234K +3,028 New
IGGA
729
Iron Gate Global Advisors
Utah
$234K +$1.7K +22 +0.7%
BF
730
BOK Financial
Oklahoma
$232K +$9.43K +122 +4%
CT
731
Colonial Trust
South Carolina
$232K -$61.5K -796 -21%
AWM
732
Aevitas Wealth Management
Massachusetts
$232K +$618 +8 +0.3%
WSC
733
Wellington Shields & Co
New York
$232K – – –
SCM
734
SOL Capital Management
Maryland
$230K – – –
TIMH
735
Tilt Investment Management Holdings
New York
$230K +$230K +2,952 New
OTL
736
Oak Thistle LLC
New York
$229K +$229K +2,968 New
P
737
Pitcairn
Pennsylvania
$228K +$14.2K +184 +7%
TA
738
TFB Advisors
Kansas
$226K +$226K +2,928 New
HFM
739
Hartford Funds Management
Pennsylvania
$225K +$225K +2,910 New
HCM
740
Howland Capital Management
Massachusetts
$224K – – –
SIA
741
Schechter Investment Advisors
Michigan
$223K +$223K +2,892 New
EWA
742
EverSource Wealth Advisors
Alabama
$223K +$15.3K +198 +7%
BFA
743
Beaumont Financial Advisors
Massachusetts
$222K +$927 +12 +0.4%
PSP
744
Pacific Sage Partners
Washington
$221K +$221K +2,864 New
EWM
745
Evercore Wealth Management
New York
$221K +$3.71K +48 +2%
C
746
Certuity
Florida
$217K +$2.63K +34 +1%
WBC
747
West Branch Capital
Massachusetts
$217K – – –
GCM
748
Gallacher Capital Management
Colorado
$217K +$217K +2,804 New
PCOC
749
Power Corp of Canada
Canada
$216K -$216K -2,790 -50%
CA
750
Calton & Associates
Florida
$215K +$215K +2,786 New
28 29
30
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