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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 %
PP
751
Patten & Patten
Tennessee
$215K – – –
RRCM
752
Rappaport Reiches Capital Management
Illinois
$215K +$215K +2,778 New
WA
753
WealthTrust Axiom
Pennsylvania
$214K -$52.9K -684 -20%
TCM
754
Telos Capital Management
California
$213K – – –
PA
755
Pinnacle Associates
New York
$213K +$2.63K +34 +1%
FA
756
FC Advisory
Pennsylvania
$213K +$1.7K +22 +0.8%
PFM
757
Phillips Financial Management
Indiana
$212K +$1.55K +20 +0.7%
THL
758
Tillman Hartley LLC
Colorado
$212K +$212K +2,740 New
JJBC
759
James J. Burns & Company
New York
$211K – – –
MA
760
Montag & Associates
Georgia
$210K – – –
WAP
761
Wealthcare Advisory Partners
Pennsylvania
$210K +$210K +2,720 New
DWM
762
Destination Wealth Management
California
$210K +$927 +12 +0.4%
FWM
763
Fortress Wealth Management
California
$209K +$464 +6 +0.2%
TWA
764
TCI Wealth Advisors
Arizona
$209K +$43.9K +568 +27%
MW
765
Marcum Wealth
Ohio
$208K -$1.55K -20 -0.7%
AT
766
American Trust
Kentucky
$207K +$207K +2,684 New
FAT
767
First American Trust
California
$207K +$207K +2,676 New
FPCP
768
Fort Point Capital Partners
California
$205K +$205K +2,656 New
CCA
769
Childress Capital Advisors
Texas
$205K -$7.42K -96 -3%
BAM
770
Blueshift Asset Management
New Jersey
$205K +$205K +2,648 New
IP
771
Ignite Planners
California
$204K +$204K +2,524 New
NSAM
772
North Star Asset Management
Wisconsin
$204K +$204K +2,640 New
MMA
773
Miracle Mile Advisors
California
$203K +$203K +2,632 New
AIM
774
Aigen Investment Management
New York
$202K +$202K +2,610 New
HWM
775
Howard Wealth Management
Connecticut
$201K -$15.5K -200 -7%
29 30
31
32 33