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Sempra
SRE

Overview Fund Activity

948 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, 343 increasing their positions, 266 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
948
Holders Change
+69
Holders Change %
+7.85%
% of All Funds
15%
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
343
Reduced
266
Closed
76
Calls
$194M
Puts
$102M
Net Calls
+$91.3M
Net Calls Change
+$14.5M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.14B
2
Capital International Investors
2
Capital International Investors
California
$3.45B
3
State Street
3
State Street
Massachusetts
$3.13B
4
CIA
4
ClearBridge Investments (Australia)
Australia
$130M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.32B

Top Sellers

1
ZP
1
Zimmer Partners
New York
$45.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.11M
3
Franklin Resources
3
Franklin Resources
California
$1.32B
4
MAM
4
Magellan Asset Management
Australia
$414M
5
Prudential Financial
5
Prudential Financial
New Jersey
$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
851
Optimum Investment Advisors
Illinois
$32K – – –
PCM
852
Penserra Capital Management
California
$30K -$17K -208 -36%
HFA
853
HC Financial Advisors
California
$28K – – –
CWM
854
Curi Wealth Management
North Carolina
$27K – – –
EW
855
Evoke Wealth
California
$27K +$5.13K +60 +23%
BCWM
856
Bartlett & Co Wealth Management
Ohio
$26.4K +$26.4K +312 New
SCM
857
Silvant Capital Management
Georgia
$26K – – –
LAS
858
Lloyd Advisory Services
Georgia
$26K +$1.67K +20 +7%
BC
859
Bartlett & Co
Ohio
$26K +$26K +312 New
AIC
860
Archer Investment Corporation
Indiana
$25.2K – – –
FPS
861
Fieldpoint Private Securities
Connecticut
$24K -$36.6K -436 -60%
TFO
862
Tarbox Family Office
California
$24K -$6.09K -72 -20%
BWM
863
Baystate Wealth Management
Massachusetts
$23K +$167 +2 +0.7%
SWA
864
Sutton Wealth Advisors
Florida
$22.9K +$1.35K +16 +6%
Jones Financial Companies
865
Jones Financial Companies
Missouri
$22K -$1.38K -16 -6%
TWC
866
TD Waterhouse Canada
Ontario, Canada
$21.6K +$16K +188 +285%
BWM
867
BerganKDV Wealth Management
Minnesota
$21K – – –
EARNEST Partners
868
EARNEST Partners
Georgia
$21K – – –
LCM
869
Logan Capital Management
Pennsylvania
$21K +$2.18K +26 +12%
BWL
870
Bogart Wealth LLC
Virginia
$20K +$20K +240 New
TFGT
871
TS Financial Group (TSFG)
Illinois
$19K – – –
CA
872
Clearstead Advisors
Ohio
$19K – – –
GAM
873
Gemmer Asset Management
California
$18K – – –
MAM
874
Marquette Asset Management
Minnesota
$18K +$857 +10 +5%
UCB
875
United Community Bank
South Carolina
$17.7K +$17.7K +210 New
33 34
35
36 37