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Sempra
SRE

Overview Fund Activity

951 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, 350 increasing their positions, 301 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
951
Holders Change
+3
Holders Change %
+0.32%
% of All Funds
16.08%
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
350
Reduced
301
Closed
83
Calls
$113M
Puts
$41M
Net Calls
+$72M
Net Calls Change
-$19.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$465M
2
BlackRock
BlackRock
New York
$4.62B
3
Morgan Stanley
Morgan Stanley
New York
$605M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$327M
5
Prudential Financial
Prudential Financial
New Jersey
$132M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$692M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.24B
3
Capital International Investors
Capital International Investors
California
$2.77B
4
BC
Brookfield Corp
Ontario, Canada
$65.8M
5
Goldman Sachs
Goldman Sachs
New York
$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
926
Creative Financial Designs
Indiana
$3K – – –
PO
927
Private Ocean
California
$3K – – –
HS
928
Horan Securities
United States
$3K – – –
ANBT
929
American National Bank & Trust
Texas
$3K – – –
WT
930
Washington Trust
Rhode Island
$3K +$3K +36 New
Loomis, Sayles & Company
931
Loomis, Sayles & Company
Massachusetts
$3K +$3K +42 New
TFM
932
TFC Financial Management
Massachusetts
$2K – – –
CAL
933
Capital Advisors Ltd
Ohio
$2K – – –
MSFP
934
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
CWM
935
Cedar Wealth Management
California
$2K – – –
CWC
936
Carolinas Wealth Consulting
North Carolina
$2K – – –
DFCM
937
Dark Forest Capital Management
Puerto Rico
$2K +$2K +22 New
BPC
938
Banque Pictet & Cie
Switzerland
$1.34K -$142 -1,886 -10%
BRWM
939
B. Riley Wealth Management
Tennessee
$1.08K -$715 -9,524 -40%
GWMIA
940
Global Wealth Management Investment Advisory
Florida
$1K – – –
AA
941
Addison Advisors
Vermont
$1K – – –
WAM
942
Worth Asset Management
Texas
$1K – – –
TH
943
TCTC Holdings
Texas
$1K +$500 +4 +100%
LF
944
Lee Financial
Texas
$1K +$1K +10 New
GWSG
945
GPS Wealth Strategies Group
Colorado
$1K +$1K +12 New
CHA
946
Carmichael Hill & Associates
Maryland
$1K +$1K +18 New
EBA
947
Eagle Bay Advisors
New York
$902 +$902 +12 New
FSWA
948
Financial Synergies Wealth Advisors
Texas
$602 +$602 +8 New
WA
949
WestEnd Advisors
North Carolina
$450 +$450 +6 New
WIM
950
Westside Investment Management
California
$37 -$2 -26 -5%
36 37
38
39 40