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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
ICM
901
Islay Capital Management
Texas
$10K
LFG
902
Larson Financial Group
Missouri
$9K
PWMG
903
Prestige Wealth Management Group
New Jersey
$9K +$575 +8 +8%
JFGIW
904
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K -$6.47K -90 -50%
HWM
905
HighMark Wealth Management
Minnesota
$8K -$1.29K -18 -18%
ACM
906
AUA Capital Management
Pennsylvania
$8K
CTB
907
Country Trust Bank
Illinois
$8K
AWM
908
Atticus Wealth Management
Florida
$8K +$6.47K +90 New
BWP
909
Baldwin Wealth Partners
Massachusetts
$8K +$6.9K +96 New
HBW
910
Hazlett, Burt & Watson
West Virginia
$8K +$7.04K +98 New
BFC
911
Bedel Financial Consulting
Indiana
$7K
FBT
912
First Bank & Trust
South Dakota
$7K
JFA
913
JNBA Financial Advisors
Minnesota
$7K
CWP
914
Concord Wealth Partners
Virginia
$7K +$1.73K +24 +44%
KFI
915
Key Financial Inc
Pennsylvania
$6K
RA
916
Rise Advisors
New York
$6K
ECM
917
Estabrook Capital Management
New York
$5.38K
KFP
918
KB Financial Partners
New Jersey
$5K -$1.87K -26 -31%
KA
919
Kozak & Associates
Colorado
$5K
SWM
920
Sugarloaf Wealth Management
Georgia
$5K
VCM
921
Vigilant Capital Management
Maine
$5K
ACA
922
Atlas Capital Advisors
Wyoming
$4.71K +$3.02K +42 +300%
WWP
923
WR Wealth Planners
Missouri
$4.37K +$3.74K +52 New
PO
924
Private Ocean
California
$4K -$117K -1,632 -97%
FHA
925
First Horizon Advisors
Tennessee
$4K -$10.6K -148 -74%

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.