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1,004 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, 391 increasing their positions, 303 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 69

29% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 303

4% more funds holding

Funds holding: 9611,004 (+43)

3% more capital invested

Capital invested by funds: $41B → $42B (+$1.05B)

8% less call options, than puts

Call options by funds: $59.7M | Put options by funds: $65.2M

1.79% less ownership

Funds ownership: 174.39%172.6% (-1.8%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
1,004
Holders Change
+43
Holders Change %
+4.47%
% of All Funds
16.14%
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
391
Reduced
303
Closed
69
Calls
$59.7M
Puts
$65.2M
Net Calls
-$5.48M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
776
Miracle Mile Advisors
California
$203K +$204K +2,632 New
AIM
777
Aigen Investment Management
New York
$202K +$202K +2,610 New
HWM
778
Howard Wealth Management
Connecticut
$201K -$15.5K -200 -7%
CA
779
Clearstead Advisors
Ohio
$191K +$11K +142 +6%
AF
780
Advisornet Financial
Minnesota
$191K -$619 -8 -0.3%
FRA
781
Front Row Advisors
California
$179K
BWM
782
Baystate Wealth Management
Massachusetts
$178K +$155 +2 +0.1%
NMG
783
New Millennium Group
Utah
$175K +$310 +4 +0.2%
TF
784
Tompkins Financial
New York
$175K -$8.36K -108 -5%
MUMSS
785
Mitsubishi UFJ Morgan Stanley Securities
Japan
$175K +$175K +2,260 New
CT
786
Caldwell Trust
Florida
$172K -$109K -1,410 -39%
NIC
787
Northwest Investment Counselors
Oregon
$172K +$116K +1,500 +208%
AF
788
Affiance Financial
Minnesota
$169K +$169K +2,182 New
HPC
789
HM Payson & Co
Maine
$167K +$1.08K +14 +0.7%
GFP
790
Gryphon Financial Partners
Ohio
$164K +$165K +2,126 New
SA
791
SRH Advisors
Kansas
$161K
PTC
792
Private Trust Company
Ohio
$159K -$464 -6 -0.3%
HWA
793
Heritage Wealth Advisors
Virginia
$158K -$22.4K -290 -12%
ME
794
McIlrath & Eck
Washington
$157K +$619 +8 +0.4%
DGAM
795
Desjardins Global Asset Management
Quebec, Canada
$147K -$253K -3,272 -63%
RIA
796
Realta Investment Advisors
Delaware
$146K +$25.5K +330 +21%
TSW
797
Thompson Siegel & Walmsley
Virginia
$143K
TIM
798
Tortoise Investment Management
New York
$141K -$111K -1,430 -44%
CCMI
799
Creative Capital Management Investments
California
$140K +$141K +1,816 New
MRCM
800
M&R Capital Management
New Jersey
$139K +$31K +400 +29%

SRE Hedge Fund Activity: Q4 2022 in Review

1,004 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q4 2022, worth a combined $42B — up 2.6% from $41B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new SRE positions and 69 closed out — a net gain of 69 holders — while 391 added to existing stakes and 303 trimmed.

The largest buyer was Capital International Investors, adding an estimated $670M. The largest seller was T. Rowe Price Associates, cutting an estimated $659M.

  • 1,004 institutional investors held Sempra (SRE) as of Q4 2022, up from 961 in Q3 2022.
  • Funds reported $42B of Sempra stock for Q4 2022, up 2.6% quarter-over-quarter.
  • 138 funds opened new Sempra positions in Q4 2022 and 69 closed out, a net change of +69 holders.
  • The largest Sempra buyer in Q4 2022 was Capital International Investors, an estimated $670M added.
  • The largest Sempra seller in Q4 2022 was T. Rowe Price Associates, an estimated $659M sold.

Based on aggregated 13F filings for Q4 2022.