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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
PFS
826
Prospera Financial Services
Texas
$51K +$43.5K +606 New
T
827
TCWP
Ohio
$51K +$44.1K +614 New
QC
828
Quent Capital
New York
$50K -$1.29K -18 -3%
HCM
829
Horrell Capital Management
Arkansas
$50K
ACK
830
Andrew C. Karlinski
$50K +$43.1K +600 New
SIS
831
Sound Income Strategies
Florida
$49K -$1.15K -16 -3%
BONH
832
Bank of New Hampshire
New Hampshire
$49K +$42K +584 New
MG
833
MilWealth Group
Wisconsin
$48.4K
TAIM
834
TD Ameritrade Investment Management
Nebraska
$48K +$10.8K +150 +35%
JWM
835
Janiczek Wealth Management
Colorado
$47K
BBHC
836
Brown Brothers Harriman & Co
New York
$46K -$18.7K -260 -32%
EI
837
Ellevest Inc
New York
$43K +$5.61K +78 +18%
CBT
838
CoreFirst Bank & Trust
Kansas
$42K
WB
839
Webster Bank
Connecticut
$42K
GIA
840
GHP Investment Advisors
Colorado
$42K +$35.5K +494 New
RTC
841
Riverview Trust Company
Washington
$41K +$34.8K +484 New
EWM
842
Evermay Wealth Management
Virginia
$40K
SSG
843
Summit Securities Group
New York
$39K -$259K -3,606 -89%
CAL
844
Capital Analysts LLC
Pennsylvania
$39K -$53.8K -748 -62%
CWA
845
Clearview Wealth Advisors
Oregon
$39K
FCG
846
Financial Connections Group
California
$38K
ACM
847
Antonetti Capital Management
Florida
$34K
MMG
848
Monetary Management Group
Missouri
$34K
RAM
849
Riggs Asset Management
Pennsylvania
$34K
KPCM
850
Kings Point Capital Management
New York
$34K +$12.2K +170 +71%

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.