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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
SC
926
SouthState Corp
Florida
$4K -$4.02K -56 -57%
ANBT
927
American National Bank & Trust
Texas
$4K
FFA
928
Freedman Financial Associates
Massachusetts
$4K
PGAM
929
Princeton Global Asset Management
New Jersey
$4K
CI
930
Cordant Inc
Oregon
$4K +$3.59K +50 New
OSNBOA
931
Old Second National Bank of Aurora
Illinois
$4K +$3.74K +52 New
CFD
932
Creative Financial Designs
Indiana
$3K
HS
933
Horan Securities
United States
$3K
SC
934
Schubert & Co
Texas
$3K +$862 +12 +60%
SIC
935
SJS Investment Consulting
Ohio
$3K +$2.3K +32 New
GKIM
936
GW&K Investment Management
Massachusetts
$3K +$2.73K +38 New
CWC
937
Carolinas Wealth Consulting
North Carolina
$2K
CWM
938
Cedar Wealth Management
California
$2K
HCP
939
Hexagon Capital Partners
Arkansas
$2K
MCM
940
Manchester Capital Management
Vermont
$2K
MSFP
941
Mark Sheptoff Financial Planning
Connecticut
$2K
TFM
942
TFC Financial Management
Massachusetts
$2K
CAL
943
Capital Advisors Ltd
Ohio
$2K +$862 +12 +150%
AA
944
Addison Advisors
Vermont
$1K
AWM
945
Avior Wealth Management
Nebraska
$1K
UFF
946
USA Financial Formulas
Michigan
$1K
PI
947
PEAK6 Investments
Illinois
$1K +$431 +6 New
WAM
948
Worth Asset Management
Texas
$1K +$575 +8 New
CYG
949
Clean Yield Group
Vermont
$1K +$1.01K +14 New
GWMIA
950
Global Wealth Management Investment Advisory
Florida
$1K +$1.15K +16 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.