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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
CHA
951
Carmichael Hill & Associates
Maryland
$1K +$1.45K +18 New
EBA
952
Eagle Bay Advisors
New York
$902 +$964 +12 New
FSWA
953
Financial Synergies Wealth Advisors
Texas
$602 +$642 +8 New
WA
954
WestEnd Advisors
North Carolina
$450 +$482 +6 New
WIM
955
Westside Investment Management
California
$37 -$2.09K -26 -5%
ACI
956
AMP Capital Investors
Australia
-$48.7M -580,910 Closed
ZP
957
Zimmer Partners
New York
-$45.1M -536,400 Closed
AWA
958
Aaron Wealth Advisors
Illinois
-$641K -215,528 Closed
NIG
959
NFJ Investment Group
Texas
-$14.7M -174,644 Closed
MSL
960
Mackay Shields LLC
New York
-$7.67M -91,232 Closed
BCM
961
Bayesian Capital Management
New York
-$3.68M -43,786 Closed
BAM
962
Blueshift Asset Management
New Jersey
-$3.41M -40,570 Closed
Holocene Advisors
963
Holocene Advisors
New York
-$3.15M -37,498 Closed
Wolverine Trading
964
Wolverine Trading
Illinois
-$2.76M -32,982 Closed
SCF
965
Sante Capital Fund
Texas
-$1.84M -21,864 Closed
Simplex Trading
966
Simplex Trading
Illinois
-$1.59M -19,760 Closed
AWS
967
Atria Wealth Solutions
New York
-$1.55M -18,322 Closed
AG
968
Algert Global
California
-$1.18M -14,018 Closed
VCM
969
Virtue Capital Management
Tennessee
-$1.11M -13,218 Closed
ADL
970
Asset Dedication LLC
California
-$1.04M -12,234 Closed
CIC
971
Cornercap Investment Counsel
Georgia
-$1M -11,890 Closed
IRF
972
IBM Retirement Fund
New York
-$857K -10,200 Closed
VIA
973
Vident Investment Advisory
Georgia
-$677K -8,058 Closed
LCM
974
Laurion Capital Management
New York
-$501K -5,964 Closed
WI
975
Wintrust Investments
Illinois
-$494K -5,872 Closed

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.