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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
NSAM
751
North Star Asset Management
Wisconsin
$205K +$175K +2,440 New
PWM
752
Pacific Wealth Management
California
$205K +$175K +2,440 New
PWPS
753
Pinnacle Wealth Planning Services
Ohio
$204K +$174K +2,426 New
LWM
754
Liberty Wealth Management
California
$204K +$174K +2,428 New
KW
755
KWB Wealth
California
$203K
BFG
756
Bouchey Financial Group
New York
$203K +$174K +2,418 New
CSPIA
757
Cary Street Partners Investment Advisory
Virginia
$200K +$170K +2,368 New
BAM
758
Belpointe Asset Management
Nevada
$197K +$14.8K +206 +10%
HWA
759
Heritage Wealth Advisors
Virginia
$196K -$57.5K -800 -26%
FRA
760
Front Row Advisors
California
$194K
TF
761
Tompkins Financial
New York
$190K +$163K +2,266 New
Koshinski Asset Management
762
Koshinski Asset Management
Illinois
$184K +$50.9K +708 +48%
TWA
763
TCI Wealth Advisors
Arizona
$177K +$1.44K +20 +1%
GRP
764
Global Retirement Partners
California
$176K +$152K +2,116 New
SA
765
SRH Advisors
Kansas
$175K
HPC
766
HM Payson & Co
Maine
$171K -$9.63K -134 -6%
ME
767
McIlrath & Eck
Washington
$170K +$431 +6 +0.3%
AF
768
Advisornet Financial
Minnesota
$169K +$3.31K +46 +2%
FMP
769
Financial Management Professionals
Texas
$168K +$16.8K +234 +13%
T
770
TOBAM
France
$166K
WTA
771
Washington Trust Advisors
Massachusetts
$166K +$11.6K +162 +9%
AIL
772
AGF Investments LLC
Ontario, Canada
$160K -$32K -446 -19%
TSW
773
Thompson Siegel & Walmsley
Virginia
$156K
ARMC
774
American Research & Management Company
Massachusetts
$152K -$21.6K -300 -14%
Macquarie Group
775
Macquarie Group
Australia
$147K +$7.49M +104,288 +4%

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.