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Sempra
SRE

Overview Fund Activity

999 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, 389 increasing their positions, 300 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+43
Holders Change %
+4.5%
% of All Funds
16.12%
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
389
Reduced
300
Closed
69
Calls
$59.7M
Puts
$65.2M
Net Calls
-$5.48M
Net Calls Change
+$1.53M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$3.56B
2
AWA
Arete Wealth Advisors
Illinois
$226M
3
ATN
AMF Tjänstepension
Sweden
$210M
4
Morgan Stanley
Morgan Stanley
New York
$762M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$484M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.97B
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$122M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$167M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$824M
5
State Street
State Street
Massachusetts
$2.8B
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
951
Rise Advisors
New York
$5.82K +$153 +2 +3%
CWP
952
Concord Wealth Partners
Virginia
$5.25K +$5.25K +68 New
MFT
953
Moisand Fitzgerald Tamayo
Florida
$5.1K +$2.78K +36 +120%
ANBT
954
American National Bank & Trust
Texas
$5K – – –
ECM
955
Estabrook Capital Management
New York
$4.95K – – –
CA
956
Crewe Advisors
Utah
$4.64K -$15.8K -204 -77%
ECG
957
Edge Capital Group
Georgia
$4.48K -$9.74K -126 -68%
SWM
958
Sugarloaf Wealth Management
Georgia
$4.33K – – –
JFGIW
959
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.2K -$2.18K -28 -34%
WWP
960
WR Wealth Planners
Missouri
$4.02K – – –
RTL
961
Red Tortoise LLC
Georgia
$4.02K +$4.02K +52 New
VCM
962
Vigilant Capital Management
Maine
$4K – – –
KFP
963
KB Financial Partners
New Jersey
$4K – – –
GWSA
964
Global Wealth Strategies & Associates
Colorado
$3.86K +$3.86K +50 New
TC
965
Truvestments Capital
Florida
$3.55K +$3.55K +46 New
HWP
966
Highline Wealth Partners
California
$3.4K – – –
BWM
967
BerganKDV Wealth Management
Minnesota
$3.32K -$16.6K -210 -83%
FCA
968
Fortis Capital Advisors
Kansas
$3.09K +$3.09K +40 New
CFD
969
Creative Financial Designs
Indiana
$2.94K – – –
MYAM
970
Meiji Yasuda Asset Management
Japan
$2.85K +$176 +2,280 +7%
ECM
971
Everence Capital Management
Indiana
$2.67K +$341 +4,420 +15%
DI
972
Disciplined Investments
Oklahoma
$2.63K -$93.3K -1,208 -97%
SIC
973
SJS Investment Consulting
Ohio
$2.63K -$464 -6 -15%
HS
974
Horan Securities
United States
$2.63K – – –
MPCL
975
My Personal CFO LLC
Washington
$2.32K +$2.32K +30 New
37 38
39
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