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Sempra
SRE

Overview Fund Activity

948 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, 343 increasing their positions, 266 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
948
Holders Change
+69
Holders Change %
+7.85%
% of All Funds
15%
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
343
Reduced
266
Closed
76
Calls
$194M
Puts
$102M
Net Calls
+$91.3M
Net Calls Change
+$14.5M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.14B
2
Capital International Investors
2
Capital International Investors
California
$3.45B
3
State Street
3
State Street
Massachusetts
$3.13B
4
CIA
4
ClearBridge Investments (Australia)
Australia
$130M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.32B

Top Sellers

1
ZP
1
Zimmer Partners
New York
$45.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.11M
3
Franklin Resources
3
Franklin Resources
California
$1.32B
4
MAM
4
Magellan Asset Management
Australia
$414M
5
Prudential Financial
5
Prudential Financial
New Jersey
$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSNBOA
926
Old Second National Bank of Aurora
Illinois
$4K +$4K +52 New
HS
927
Horan Securities
United States
$3K – – –
CFD
928
Creative Financial Designs
Indiana
$3K – – –
SC
929
Schubert & Co
Texas
$3K +$1.13K +12 +60%
SIC
930
SJS Investment Consulting
Ohio
$3K +$3K +32 New
GKIM
931
GW&K Investment Management
Massachusetts
$3K +$3K +38 New
TFM
932
TFC Financial Management
Massachusetts
$2K – – –
MCM
933
Manchester Capital Management
Vermont
$2K – – –
MSFP
934
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
CWM
935
Cedar Wealth Management
California
$2K – – –
CWC
936
Carolinas Wealth Consulting
North Carolina
$2K – – –
HCP
937
Hexagon Capital Partners
Arkansas
$2K – – –
CAL
938
Capital Advisors Ltd
Ohio
$2K +$1.2K +12 +150%
AWM
939
Avior Wealth Management
Nebraska
$1K – – –
AA
940
Addison Advisors
Vermont
$1K – – –
UFF
941
USA Financial Formulas
Michigan
$1K – – –
PI
942
PEAK6 Investments
Illinois
$1K +$1K +6 New
WAM
943
Worth Asset Management
Texas
$1K +$1K +8 New
CYG
944
Clean Yield Group
Vermont
$1K +$1K +14 New
GWMIA
945
Global Wealth Management Investment Advisory
Florida
$1K +$1K +16 New
MA
946
MCF Advisors
Kentucky
$1K +$1K +16 New
WIM
947
Westside Investment Management
California
$44 -$8 -100 -16%
FGAM
948
Financial Gravity Asset Management
Texas
$23 +$23 +336 New
CCM
949
Causeway Capital Management
California
– -$44.5M -673,354 Closed
Two Sigma Investments
950
Two Sigma Investments
New York
– -$26.2M -396,140 Closed
36 37
38
39 40