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956 hedge funds and large institutions have $40.9B invested in Sempra in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 352 increasing their positions, 302 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more call options, than puts

Call options by funds: $113M | Put options by funds: $41M

24% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 83

17% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 302

0% more funds holding

Funds holding: 953956 (+3)

2.44% less ownership

Funds ownership: 176.43%173.99% (-2.4%)

12% less capital invested

Capital invested by funds: $46.5B → $40.9B (-$5.59B)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
956
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
16.11%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
103
Increased
352
Reduced
302
Closed
83
Calls
$113M
Puts
$41M
Net Calls
+$72M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
776
Patriot Financial Group Insurance Agency
Massachusetts
$114K +$964 +12 +0.8%
CT
777
Cambridge Trust
Massachusetts
$113K
MAWCM
778
Mine & Arao Wealth Creation & Management
California
$112K
RMC
779
Resources Management Corp
Connecticut
$110K +$3.21K +40 +3%
VVP
780
Venture Visionary Partners
Ohio
$105K +$113K +1,402 New
MRCM
781
M&R Capital Management
New Jersey
$105K
RBC
782
Roble Belko & Company
Pennsylvania
$104K
CFO
783
CVA Family Office
Colorado
$104K +$5.62K +70 +5%
M
784
MOTCO
Texas
$100K -$876K -10,906 -89%
MPWT
785
MassMutual Private Wealth & Trust
Connecticut
$100K -$5.94K -74 -5%
TCOV
786
Trust Company of Vermont
Vermont
$100K +$107K +1,330 New
SSG
787
Summit Securities Group
New York
$99K +$68.4K +852 +184%
POIA
788
Pin Oak Investment Advisors
Texas
$96K
APP
789
Alpha Paradigm Partners
Illinois
$95K -$416K -5,186 -80%
LWCFA
790
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$95K +$36.9K +460 +58%
NMG
791
New Millennium Group
Utah
$95K +$102K +1,266 New
LC
792
Lindbrook Capital
California
$94K +$3.21K +40 +3%
DI
793
Disciplined Investments
Oklahoma
$93K +$803 +10 +0.8%
EI
794
Ellevest Inc
New York
$92K +$56.8K +708 +139%
CC
795
Corsicana & Co
Texas
$90K
BTI
796
Blue Trust Inc
Georgia
$90K +$86.2K +1,074 New
TFA
797
Toth Financial Advisory
Virginia
$85K +$4.17K +52 +5%
VWM
798
Valley Wealth Managers
New Jersey
$84K +$89.8K +1,118 New
FMII
799
Farmers & Merchants Investments Inc
Nebraska
$79K
KTC
800
Kistler-Tiffany Companies
Pennsylvania
$79K

SRE Hedge Fund Activity: Q2 2022 in Review

956 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q2 2022, worth a combined $40.9B — down 12% from $46.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SRE positions and 83 closed out — a net gain of 20 holders — while 352 added to existing stakes and 302 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $219M. The largest seller was Franklin Resources, cutting an estimated $523M.

  • 956 institutional investors held Sempra (SRE) as of Q2 2022, up from 953 in Q1 2022.
  • Funds reported $40.9B of Sempra stock for Q2 2022, down 12% quarter-over-quarter.
  • 103 funds opened new Sempra positions in Q2 2022 and 83 closed out, a net change of +20 holders.
  • The largest Sempra buyer in Q2 2022 was JP Morgan Chase, an estimated $219M added.
  • The largest Sempra seller in Q2 2022 was Franklin Resources, an estimated $523M sold.

Based on aggregated 13F filings for Q2 2022.