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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
DAC
951
Dividend Assets Capital
South Carolina
$7K
ACM
952
AUA Capital Management
Pennsylvania
$6.64K
SC
953
Schubert & Co
Texas
$6.34K -$1.39K -18 -18%
JFA
954
JNBA Financial Advisors
Minnesota
$6.03K
HWM
955
HighMark Wealth Management
Minnesota
$5.87K
RA
956
Rise Advisors
New York
$5.82K +$155 +2 +3%
CWP
957
Concord Wealth Partners
Virginia
$5.25K +$5.26K +68 New
MFT
958
Moisand Fitzgerald Tamayo
Florida
$5.1K +$2.79K +36 +120%
ANBT
959
American National Bank & Trust
Texas
$5K
ECM
960
Estabrook Capital Management
New York
$4.95K
CA
961
Crewe Advisors
Utah
$4.64K -$15.8K -204 -77%
ECG
962
Edge Capital Group
Georgia
$4.48K -$9.75K -126 -68%
SWM
963
Sugarloaf Wealth Management
Georgia
$4.33K
JFGIW
964
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.2K -$2.17K -28 -34%
WWP
965
WR Wealth Planners
Missouri
$4.02K
RTL
966
Red Tortoise LLC
Georgia
$4.02K +$4.02K +52 New
KFP
967
KB Financial Partners
New Jersey
$4K
VCM
968
Vigilant Capital Management
Maine
$4K
GWSA
969
Global Wealth Strategies & Associates
Colorado
$3.86K +$3.87K +50 New
TC
970
Truvestments Capital
Florida
$3.55K +$3.56K +46 New
HWP
971
Highline Wealth Partners
California
$3.4K
BWM
972
BerganKDV Wealth Management
Minnesota
$3.31K -$16.2K -210 -83%
FCA
973
Fortis Capital Advisors
Kansas
$3.09K +$3.1K +40 New
CFD
974
Creative Financial Designs
Indiana
$2.94K
MYAM
975
Meiji Yasuda Asset Management
Japan
$2.85K +$176K +2,280 +7%

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.