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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 %
CA
776
Clearstead Advisors
Ohio
$191K +$11K +142 +6%
AF
777
Advisornet Financial
Minnesota
$191K -$618 -8 -0.3%
FRA
778
Front Row Advisors
California
$179K – – –
BWM
779
Baystate Wealth Management
Massachusetts
$178K +$155 +2 +0.1%
NMG
780
New Millennium Group
Utah
$175K +$309 +4 +0.2%
TF
781
Tompkins Financial
New York
$175K -$8.34K -108 -5%
MUMSS
782
Mitsubishi UFJ Morgan Stanley Securities
Japan
$175K +$175K +2,260 New
NIC
783
Northwest Investment Counselors
Oregon
$172K +$116K +1,500 +208%
AF
784
Affiance Financial
Minnesota
$169K +$169K +2,182 New
HPC
785
HM Payson & Co
Maine
$167K +$1.08K +14 +0.7%
GFP
786
Gryphon Financial Partners
Ohio
$164K +$164K +2,126 New
SA
787
SRH Advisors
Kansas
$161K – – –
PTC
788
Private Trust Company
Ohio
$159K -$464 -6 -0.3%
HWA
789
Heritage Wealth Advisors
Virginia
$158K -$22.4K -290 -12%
ME
790
McIlrath & Eck
Washington
$157K +$618 +8 +0.4%
DGAM
791
Desjardins Global Asset Management
Quebec, Canada
$147K -$252K -3,272 -63%
RIA
792
Realta Investment Advisors
Delaware
$146K +$25.5K +330 +21%
TSW
793
Thompson Siegel & Walmsley
Virginia
$143K – – –
TIM
794
Tortoise Investment Management
New York
$141K -$110K -1,430 -44%
CCMI
795
Creative Capital Management Investments
California
$140K +$140K +1,816 New
MRCM
796
M&R Capital Management
New Jersey
$139K +$30.9K +400 +29%
AA
797
Alta Advisers
United Kingdom
$139K – – –
ATC
798
Adirondack Trust Company
New York
$137K – – –
LC
799
Lindbrook Capital
California
$135K +$773 +10 +0.6%
BWP
800
Baldwin Wealth Partners
Massachusetts
$135K +$135K +1,742 New
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