SRE icon

Sempra
SRE

Overview Fund Activity

879 hedge funds and large institutions have $35.9B invested in Sempra in 2021 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 307 increasing their positions, 261 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
+85
Holders Change %
+10.71%
% of All Funds
13.58%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
161
Increased
307
Reduced
261
Closed
64
Calls
$113M
Puts
$36.3M
Net Calls
+$76.7M
Net Calls Change
+$2.27M

Top Buyers

1
BlackRock
BlackRock
New York
$3.91B
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$311M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.67B
4
ZP
Zimmer Partners
New York
$214M
5
Citadel Advisors
Citadel Advisors
Florida
$110M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.54B
2
Capital International Investors
Capital International Investors
California
$2.53B
3
PG
Pendal Group
Australia
$101M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$227M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$362M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
776
Clearview Wealth Advisors
Oregon
$31K – – –
EWM
777
Evermay Wealth Management
Virginia
$31K – – –
FCG
778
Financial Connections Group
California
$30K +$30K +458 New
EI
779
Ellevest Inc
New York
$29K -$16.5K -246 -36%
CFA
780
Carroll Financial Associates
North Carolina
$28K – – –
TAIM
781
TD Ameritrade Investment Management
Nebraska
$28K +$16.2K +246 +137%
RAM
782
Riggs Asset Management
Pennsylvania
$26K -$13K -200 -33%
ACM
783
Antonetti Capital Management
Florida
$26K – – –
EIM
784
Essex Investment Management
Massachusetts
$26K – – –
WAM
785
Wolverine Asset Management
Illinois
$26K – – –
MMG
786
Monetary Management Group
Missouri
$26K – – –
Acadian Asset Management
787
Acadian Asset Management
Massachusetts
$26K +$24.6K +388 +1,764%
OIA
788
Optimum Investment Advisors
Illinois
$25K – – –
PP
789
PrairieView Partners
Minnesota
$25K +$25K +376 New
TFO
790
Tarbox Family Office
California
$24K – – –
ADL
791
Asset Dedication LLC
California
$23K +$7.23K +110 +46%
WFS
792
Widmann Financial Services
Maryland
$23K +$23K +350 New
LS
793
Leelyn Smith
Illinois
$22K – – –
HFA
794
HC Financial Advisors
California
$22K – – –
CWM
795
Curi Wealth Management
North Carolina
$21K +$21K +320 New
TH
796
TCTC Holdings
Texas
$20K – – –
SCM
797
Silvant Capital Management
Georgia
$20K – – –
AIC
798
Archer Investment Corporation
Indiana
$19.8K +$19.8K +300 New
LAS
799
Lloyd Advisory Services
Georgia
$19K -$1.56K -24 -8%
BWM
800
Baystate Wealth Management
Massachusetts
$18K +$131 +2 +0.7%
30 31
32
33 34