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956 hedge funds and large institutions have $40.9B invested in Sempra in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 352 increasing their positions, 302 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more call options, than puts

Call options by funds: $113M | Put options by funds: $41M

24% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 83

17% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 302

0% more funds holding

Funds holding: 953956 (+3)

2.44% less ownership

Funds ownership: 176.43%173.99% (-2.4%)

12% less capital invested

Capital invested by funds: $46.5B → $40.9B (-$5.59B)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
956
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
16.11%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
103
Increased
352
Reduced
302
Closed
83
Calls
$113M
Puts
$41M
Net Calls
+$72M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
876
Logan Capital Management
Pennsylvania
$19K
VCM
877
Vigilant Capital Management
Maine
$19K +$15.4K +192 +300%
FHA
878
First Horizon Advisors
Tennessee
$19K +$16.1K +200 +385%
BWL
879
Bogart Wealth LLC
Virginia
$18K
TFGT
880
TS Financial Group (TSFG)
Illinois
$18K +$1.28K +16 +7%
CA
881
Clearstead Advisors
Ohio
$18K +$1.61K +20 +9%
CWP
882
Concord Wealth Partners
Virginia
$18K +$13.2K +164 +210%
AWM
883
Avior Wealth Management
Nebraska
$18K +$18K +224 +1,120%
BCWM
884
Bartlett & Co Wealth Management
Ohio
$17.4K -$6.42K -80 -26%
BC
885
Bartlett & Co
Ohio
$17K -$6.42K -80 -26%
UCB
886
United Community Bank
South Carolina
$16.5K +$803 +10 +5%
MAM
887
Marquette Asset Management
Minnesota
$16K
HDIM
888
Hanson & Doremus Investment Management
Vermont
$15K
CB
889
CNB Bank
Pennsylvania
$14K
BIA
890
Bell Investment Advisors
California
$14K +$14.6K +182 New
AA
891
Ancora Advisors
Ohio
$13K
SC
892
Seldon Capital
California
$13K
SC
893
SouthState Corp
Florida
$13K +$10.4K +130 +310%
SOW
894
State of Wyoming
Wyoming
$13K +$13.5K +168 New
CA
895
Crewe Advisors
Utah
$13K +$14.3K +178 New
WWM
896
Wolff Wiese Magana
California
$12K -$1.28K -16 -9%
CWM
897
CarsonAllaria Wealth Management
Illinois
$12K -$161 -2 -1%
VCM
898
Versant Capital Management
Arizona
$12K
DSC
899
Duncker Streett & Co
Missouri
$11K
JWA
900
JFS Wealth Advisors
Pennsylvania
$11K +$321 +4 +3%

SRE Hedge Fund Activity: Q2 2022 in Review

956 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q2 2022, worth a combined $40.9B — down 12% from $46.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SRE positions and 83 closed out — a net gain of 20 holders — while 352 added to existing stakes and 302 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $219M. The largest seller was Franklin Resources, cutting an estimated $523M.

  • 956 institutional investors held Sempra (SRE) as of Q2 2022, up from 953 in Q1 2022.
  • Funds reported $40.9B of Sempra stock for Q2 2022, down 12% quarter-over-quarter.
  • 103 funds opened new Sempra positions in Q2 2022 and 83 closed out, a net change of +20 holders.
  • The largest Sempra buyer in Q2 2022 was JP Morgan Chase, an estimated $219M added.
  • The largest Sempra seller in Q2 2022 was Franklin Resources, an estimated $523M sold.

Based on aggregated 13F filings for Q2 2022.