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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
CA
876
Clearstead Advisors
Ohio
$19K
TFGT
877
TS Financial Group (TSFG)
Illinois
$19K
GAM
878
Gemmer Asset Management
California
$18K
MAM
879
Marquette Asset Management
Minnesota
$18K +$719 +10 +5%
UCB
880
United Community Bank
South Carolina
$17.7K +$15.1K +210 New
HDIM
881
Hanson & Doremus Investment Management
Vermont
$17K
PA
882
PSI Advisors
Florida
$17K
MCC
883
Money Concepts Capital
Florida
$16K +$13.2K +184 New
CB
884
CNB Bank
Pennsylvania
$15K
WWM
885
Wolff Wiese Magana
California
$15K
SLWA
886
San Luis Wealth Advisors
California
$15K +$16.1K +224 New
VCM
887
Versant Capital Management
Arizona
$14K -$431 -6 -4%
AA
888
Ancora Advisors
Ohio
$14K
SC
889
Seldon Capital
California
$14K
CAC
890
Core Alternative Capital
Georgia
$14K +$10.9K +152 +760%
DSC
891
Duncker Streett & Co
Missouri
$13K
CWM
892
CarsonAllaria Wealth Management
Illinois
$13K +$144 +2 +1%
GEA
893
Glen Eagle Advisors
New Jersey
$12.1K
LS
894
Leelyn Smith
Illinois
$12K -$14.4K -200 -59%
JWA
895
JFS Wealth Advisors
Pennsylvania
$12K +$3.74K +52 +57%
SSC
896
Syverson Strege & Co
Iowa
$12K +$10.5K +146 New
ETC
897
Exchange Traded Concepts
Oklahoma
$11K -$641K -8,926 -98%
PCG
898
Private Capital Group
Connecticut
$11K
TJHA
899
Thomas J. Herzfeld Advisors
Florida
$11K
GA
900
GoalVest Advisory
New York
$11K +$9.77K +136 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.