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1,004 hedge funds and large institutions have $42B invested in Sempra in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 391 increasing their positions, 303 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 69

29% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 303

4% more funds holding

Funds holding: 9611,004 (+43)

3% more capital invested

Capital invested by funds: $41B → $42B (+$1.05B)

8% less call options, than puts

Call options by funds: $59.7M | Put options by funds: $65.2M

1.79% less ownership

Funds ownership: 174.39%172.6% (-1.8%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
1,004
Holders Change
+43
Holders Change %
+4.47%
% of All Funds
16.14%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
138
Increased
391
Reduced
303
Closed
69
Calls
$59.7M
Puts
$65.2M
Net Calls
-$5.48M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
926
CNB Bank
Pennsylvania
$14.1K
BIA
927
Bell Investment Advisors
California
$13.8K -$1.08K -14 -7%
SC
928
Seldon Capital
California
$13.3K
GEA
929
Glen Eagle Advisors
New Jersey
$13.1K +$464 +6 +4%
AA
930
Ancora Advisors
Ohio
$13K
CCM
931
Cribstone Capital Management
Maine
$13K +$13K +168 New
WWM
932
Wolff Wiese Magana
California
$12.8K +$464 +6 +4%
CSPAM
933
Cary Street Partners Asset Management
Virginia
$12.8K
KFI
934
Key Financial Inc
Pennsylvania
$12.6K
VCM
935
Versant Capital Management
Arizona
$12.4K
CWM
936
CarsonAllaria Wealth Management
Illinois
$12K
FPFS
937
First Personal Financial Services
North Carolina
$11.7K
MS
938
Madden Securities
Texas
$11.7K +$11.8K +152 New
DSC
939
Duncker Streett & Co
Missouri
$11.6K
MCM
940
Manchester Capital Management
Vermont
$11.4K +$7.74K +100 +208%
TAIM
941
TD Ameritrade Investment Management
Nebraska
$11K -$2.79K -36 -21%
SOW
942
State of Wyoming
Wyoming
$9.89K -$1.7K -22 -15%
TJHA
943
Thomas J. Herzfeld Advisors
Florida
$9.89K
LTI
944
Laffer Tengler Investments
Tennessee
$9.89K +$9.9K +128 New
GA
945
GoalVest Advisory
New York
$9.27K
TC
946
Trust Company
Kansas
$9K +$8.67K +112 New
HBW
947
Hazlett, Burt & Watson
West Virginia
$8K
DWP
948
Destiny Wealth Partners
Florida
$7.57K
AWM
949
Abound Wealth Management
Tennessee
$7.28K +$5.11K +66 +236%
FGAM
950
Financial Gravity Asset Management
Texas
$7.13K -$371K -4,790 -94%

SRE Hedge Fund Activity: Q4 2022 in Review

1,004 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q4 2022, worth a combined $42B — up 2.6% from $41B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new SRE positions and 69 closed out — a net gain of 69 holders — while 391 added to existing stakes and 303 trimmed.

The largest buyer was Capital International Investors, adding an estimated $670M. The largest seller was T. Rowe Price Associates, cutting an estimated $659M.

  • 1,004 institutional investors held Sempra (SRE) as of Q4 2022, up from 961 in Q3 2022.
  • Funds reported $42B of Sempra stock for Q4 2022, up 2.6% quarter-over-quarter.
  • 138 funds opened new Sempra positions in Q4 2022 and 69 closed out, a net change of +69 holders.
  • The largest Sempra buyer in Q4 2022 was Capital International Investors, an estimated $670M added.
  • The largest Sempra seller in Q4 2022 was T. Rowe Price Associates, an estimated $659M sold.

Based on aggregated 13F filings for Q4 2022.