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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
HA
851
Herold Advisors
New York
$33.6K +$28.7K +400 New
C
852
Covestor
United Kingdom
$33K -$85.9K -1,196 -76%
EIM
853
Essex Investment Management
Massachusetts
$33K
WAM
854
Wolverine Asset Management
Illinois
$33K
OIA
855
Optimum Investment Advisors
Illinois
$32K
PP
856
PrairieView Partners
Minnesota
$32K
PCM
857
Penserra Capital Management
California
$30K -$14.9K -208 -36%
HFA
858
HC Financial Advisors
California
$28K
CWM
859
Curi Wealth Management
North Carolina
$27K
EW
860
Evoke Wealth
California
$27K +$4.31K +60 +23%
BCWM
861
Bartlett & Co Wealth Management
Ohio
$26.4K +$22.4K +312 New
SCM
862
Silvant Capital Management
Georgia
$26K
LAS
863
Lloyd Advisory Services
Georgia
$26K +$1.44K +20 +7%
BC
864
Bartlett & Co
Ohio
$26K +$22.4K +312 New
AIC
865
Archer Investment Corporation
Indiana
$25.2K
FPS
866
Fieldpoint Private Securities
Connecticut
$24K -$31.3K -436 -60%
TFO
867
Tarbox Family Office
California
$24K -$5.17K -72 -20%
BWM
868
Baystate Wealth Management
Massachusetts
$23K +$144 +2 +0.7%
SWA
869
Sutton Wealth Advisors
Florida
$22.9K +$1.15K +16 +6%
Jones Financial Companies
870
Jones Financial Companies
Missouri
$22K -$1.15K -16 -6%
TWC
871
TD Waterhouse Canada
Ontario, Canada
$21.6K +$13.5K +188 +285%
BWM
872
BerganKDV Wealth Management
Minnesota
$21K
EARNEST Partners
873
EARNEST Partners
Georgia
$21K
LCM
874
Logan Capital Management
Pennsylvania
$21K +$1.87K +26 +12%
BWL
875
Bogart Wealth LLC
Virginia
$20K +$17.2K +240 New

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.