We are live on ! Find out more

1,004 hedge funds and large institutions have $42B invested in Sempra in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 391 increasing their positions, 303 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 69

29% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 303

4% more funds holding

Funds holding: 9611,004 (+43)

3% more capital invested

Capital invested by funds: $41B → $42B (+$1.05B)

8% less call options, than puts

Call options by funds: $59.7M | Put options by funds: $65.2M

1.79% less ownership

Funds ownership: 174.39%172.6% (-1.8%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
1,004
Holders Change
+43
Holders Change %
+4.47%
% of All Funds
16.14%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
138
Increased
391
Reduced
303
Closed
69
Calls
$59.7M
Puts
$65.2M
Net Calls
-$5.48M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
876
MCF Advisors
Kentucky
$43.1K -$8.51K -110 -16%
NHT
877
New Hampshire Trust
New Hampshire
$43.1K +$43.2K +558 New
EE
878
EWG Elevate
California
$40.1K +$40.2K +520 New
CG
879
Cutler Group
California
$40K -$193K -2,496 -83%
SWA
880
SOA Wealth Advisors
New York
$38.8K -$1.08K -14 -3%
GIA
881
GHP Investment Advisors
Colorado
$38.2K
AAG
882
Armstrong Advisory Group
Massachusetts
$38.2K +$38.2K +494 New
CA
883
CoreCap Advisors
Michigan
$37.7K +$37.8K +488 New
EWM
884
Evermay Wealth Management
Virginia
$36.7K
CAC
885
Core Alternative Capital
Georgia
$36.2K -$10.4K -134 -22%
CAL
886
Capital Analysts LLC
Pennsylvania
$36K
CWA
887
Clearview Wealth Advisors
Oregon
$35.7K
GWM
888
Geneos Wealth Management
Colorado
$35.7K +$15.5K +200 +76%
LS
889
Leelyn Smith
Illinois
$35.5K -$4.64K -60 -12%
FCG
890
Financial Connections Group
California
$35K
HCP
891
Hexagon Capital Partners
Arkansas
$32.9K -$4.64K -60 -12%
ACM
892
Antonetti Capital Management
Florida
$31.1K
MMG
893
Monetary Management Group
Missouri
$30.9K
OIA
894
Optimum Investment Advisors
Illinois
$30.9K
RAM
895
Riggs Asset Management
Pennsylvania
$30.9K
WAM
896
Wolverine Asset Management
Illinois
$30.9K
EIM
897
Essex Investment Management
Massachusetts
$30K
PP
898
PrairieView Partners
Minnesota
$29K
C
899
Covestor
United Kingdom
$29K +$619 +8 +2%
DFCM
900
Dark Forest Capital Management
Puerto Rico
$28.9K +$24.6K +318 +568%

SRE Hedge Fund Activity: Q4 2022 in Review

1,004 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q4 2022, worth a combined $42B — up 2.6% from $41B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new SRE positions and 69 closed out — a net gain of 69 holders — while 391 added to existing stakes and 303 trimmed.

The largest buyer was Capital International Investors, adding an estimated $670M. The largest seller was T. Rowe Price Associates, cutting an estimated $659M.

  • 1,004 institutional investors held Sempra (SRE) as of Q4 2022, up from 961 in Q3 2022.
  • Funds reported $42B of Sempra stock for Q4 2022, up 2.6% quarter-over-quarter.
  • 138 funds opened new Sempra positions in Q4 2022 and 69 closed out, a net change of +69 holders.
  • The largest Sempra buyer in Q4 2022 was Capital International Investors, an estimated $670M added.
  • The largest Sempra seller in Q4 2022 was T. Rowe Price Associates, an estimated $659M sold.

Based on aggregated 13F filings for Q4 2022.