SRE icon

Sempra
SRE

Overview Fund Activity

948 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, 343 increasing their positions, 266 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
948
Holders Change
+69
Holders Change %
+7.85%
% of All Funds
15%
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
343
Reduced
266
Closed
76
Calls
$194M
Puts
$102M
Net Calls
+$91.3M
Net Calls Change
+$14.5M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.14B
2
Capital International Investors
2
Capital International Investors
California
$3.45B
3
State Street
3
State Street
Massachusetts
$3.13B
4
CIA
4
ClearBridge Investments (Australia)
Australia
$130M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.32B

Top Sellers

1
ZP
1
Zimmer Partners
New York
$45.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.11M
3
Franklin Resources
3
Franklin Resources
California
$1.32B
4
MAM
4
Magellan Asset Management
Australia
$414M
5
Prudential Financial
5
Prudential Financial
New Jersey
$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KW
751
KWB Wealth
California
$203K – – –
BFG
752
Bouchey Financial Group
New York
$203K +$203K +2,418 New
CSPIA
753
Cary Street Partners Investment Advisory
Virginia
$200K +$200K +2,368 New
BAM
754
Belpointe Asset Management
Nevada
$197K +$17.3K +206 +10%
HWA
755
Heritage Wealth Advisors
Virginia
$196K -$67.2K -800 -26%
FRA
756
Front Row Advisors
California
$194K – – –
TF
757
Tompkins Financial
New York
$190K +$190K +2,266 New
Koshinski Asset Management
758
Koshinski Asset Management
Illinois
$184K +$59.5K +708 +48%
TWA
759
TCI Wealth Advisors
Arizona
$177K +$1.68K +20 +1%
GRP
760
Global Retirement Partners
California
$176K +$176K +2,116 New
SA
761
SRH Advisors
Kansas
$175K – – –
HPC
762
HM Payson & Co
Maine
$171K -$11.3K -134 -6%
ME
763
McIlrath & Eck
Washington
$170K +$506 +6 +0.3%
AF
764
Advisornet Financial
Minnesota
$169K +$3.88K +46 +2%
FMP
765
Financial Management Professionals
Texas
$168K +$19.7K +234 +13%
T
766
TOBAM
France
$166K – – –
WTA
767
Washington Trust Advisors
Massachusetts
$166K +$13.7K +162 +9%
AIL
768
AGF Investments LLC
Ontario, Canada
$160K -$37.4K -446 -19%
TSW
769
Thompson Siegel & Walmsley
Virginia
$156K – – –
ARMC
770
American Research & Management Company
Massachusetts
$152K -$25.2K -300 -14%
Macquarie Group
771
Macquarie Group
Australia
$147K +$5.39K +104,288 +4%
ATC
772
Adirondack Trust Company
New York
$145K -$5.9K -70 -4%
PCFFS
773
Pacific Center for Financial Services
California
$141K – – –
LWA
774
Lenox Wealth Advisors
New York
$138K +$137K +1,624 +27,067%
IA
775
IFP Advisors
Florida
$137K +$95.1K +2,654 +227%
29 30
31
32 33