We are live on ! Find out more

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
GEA
901
Glen Eagle Advisors
New Jersey
$10.1K -$803 -10 -7%
TJHA
902
Thomas J. Herzfeld Advisors
Florida
$10K
ETI
903
Enterprise Trust & Investment
California
$10K +$10.3K +128 New
MCC
904
Money Concepts Capital
Florida
$9K -$4.98K -62 -34%
GA
905
GoalVest Advisory
New York
$9K -$1.28K -16 -12%
PCG
906
Private Capital Group
Connecticut
$9K
JFGIW
907
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K +$2.09K +26 +29%
CTB
908
Country Trust Bank
Illinois
$8K
PWMG
909
Prestige Wealth Management Group
New Jersey
$8K
PFS
910
Prospera Financial Services
Texas
$7K -$41.1K -512 -84%
AWM
911
Atticus Wealth Management
Florida
$7K
ACM
912
AUA Capital Management
Pennsylvania
$7K
HBW
913
Hazlett, Burt & Watson
West Virginia
$7K
HCP
914
Hexagon Capital Partners
Arkansas
$7K +$5.14K +64 +246%
FGAM
915
Financial Gravity Asset Management
Texas
$6.15K +$431K +5,364 +1,596%
HWM
916
HighMark Wealth Management
Minnesota
$6K -$321 -4 -5%
FBT
917
First Bank & Trust
South Dakota
$6K
JFA
918
JNBA Financial Advisors
Minnesota
$6K
KFI
919
Key Financial Inc
Pennsylvania
$6K
RA
920
Rise Advisors
New York
$6K
KA
921
Kozak & Associates
Colorado
$5K
GKIM
922
GW&K Investment Management
Massachusetts
$5K +$2.09K +26 +68%
SC
923
Schubert & Co
Texas
$5K +$2.89K +36 +113%
ECM
924
Estabrook Capital Management
New York
$4.81K
KFP
925
KB Financial Partners
New Jersey
$4K

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.