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953 hedge funds and large institutions have $46.5B invested in Sempra in 2022 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 346 increasing their positions, 268 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 76

89% more call options, than puts

Call options by funds: $194M | Put options by funds: $102M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

30% more capital invested

Capital invested by funds: $35.9B → $46.5B (+$10.6B)

29% more repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 268

8% more funds holding

Funds holding: 884953 (+69)

6.05% more ownership

Funds ownership: 170.37%176.43% (+6.1%)

Holders
953
Holders Change
+69
Holders Change %
+7.81%
% of All Funds
15.03%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
157
Increased
346
Reduced
268
Closed
76
Calls
$194M
Puts
$102M
Net Calls
+$91.3M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
801
Toth Financial Advisory
Virginia
$91K +$719 +10 +0.9%
KTC
802
Kistler-Tiffany Companies
Pennsylvania
$89K
FMII
803
Farmers & Merchants Investments Inc
Nebraska
$88K -$7.19K -100 -9%
OCM
804
Orion Capital Management
California
$85K
SBL
805
Sargent Bickham Lagudis
Colorado
$84K
GG
806
Gleason Group
Kentucky
$83K +$575 +8 +0.8%
MCM
807
MV Capital Management
Maryland
$81K +$6.61K +92 +11%
BCMLT
808
Beacon Capital Management LLC (Tennessee)
Tennessee
$76K +$64.7K +900 New
GWM
809
Geneos Wealth Management
Colorado
$75K -$719 -10 -1%
NL
810
NVWM LLC
Pennsylvania
$68K
HCM
811
Highlander Capital Management
New Jersey
$67K
LWCFA
812
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$67K
BEI
813
Benjamin Edwards Inc
Missouri
$67K +$17.1K +238 +43%
VRM
814
Vectors Research Management
New York
$66K -$25.9K -360 -32%
RDFA
815
Ritter Daniher Financial Advisory
Ohio
$65K
MGIM
816
M&G Investment Management
United Kingdom
$62.3K +$3.34M +46,434 +7%
NIC
817
Northwest Investment Counselors
Oregon
$61K
TCWA
818
Ten Capital Wealth Advisors
Washington
$61K
PFBT
819
Parkside Financial Bank & Trust
Missouri
$61K +$5.46K +76 +12%
LSA
820
Leonteq Securities AG
Switzerland
$57.7K -$57.3K -798 -54%
ST
821
Smithfield Trust
Pennsylvania
$57K -$33.6K -468 -40%
EL
822
EMFO LLC
Florida
$55K
IFAM
823
Institutional & Family Asset Management
Colorado
$55K +$287 +4 +0.6%
GWS
824
Glassman Wealth Services
Virginia
$52K +$8.34K +116 +23%
SC
825
Sierra Capital
Florida
$51K

SRE Hedge Fund Activity: Q1 2022 in Review

953 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q1 2022, worth a combined $46.5B — up 30% from $35.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new SRE positions and 76 closed out — a net gain of 81 holders — while 346 added to existing stakes and 268 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $774M. The largest seller was Zimmer Partners, cutting an estimated $194M.

  • 953 institutional investors held Sempra (SRE) as of Q1 2022, up from 884 in Q4 2021.
  • Funds reported $46.5B of Sempra stock for Q1 2022, up 30% quarter-over-quarter.
  • 157 funds opened new Sempra positions in Q1 2022 and 76 closed out, a net change of +81 holders.
  • The largest Sempra buyer in Q1 2022 was T. Rowe Price Associates, an estimated $774M added.
  • The largest Sempra seller in Q1 2022 was Zimmer Partners, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2022.