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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
ECM
976
Everence Capital Management
Indiana
$2.67K +$342K +4,420 +15%
DI
977
Disciplined Investments
Oklahoma
$2.63K -$93.5K -1,208 -97%
SIC
978
SJS Investment Consulting
Ohio
$2.63K -$464 -6 -15%
HS
979
Horan Securities
United States
$2.63K
MPCL
980
My Personal CFO LLC
Washington
$2.32K +$2.32K +30 New
CWC
981
Carolinas Wealth Consulting
North Carolina
$2.18K
NSB
982
Norway Savings Bank
Maine
$2.16K +$2.17K +28 New
Jones Financial Companies
983
Jones Financial Companies
Missouri
$2K -$7.58K -98 -78%
TFM
984
TFC Financial Management
Massachusetts
$1.7K
PWS
985
Paragon Wealth Strategies
Florida
$1.7K +$1.7K +22 New
CCA
986
Column Capital Advisors
Indiana
$1.24K +$1.24K +16 New
WA
987
WestEnd Advisors
North Carolina
$1.08K +$310 +4 +40%
ACA
988
Atlas Capital Advisors
Wyoming
$1.08K -$40.1K -518 -97%
AW
989
Avion Wealth
Texas
$1K
CAL
990
Capital Advisors Ltd
Ohio
$1K +$24.9K +322 +644%
EBA
991
Eagle Bay Advisors
New York
$927
LF
992
Lee Financial
Texas
$773 -$4.8K -62 -86%
CWM
993
Cranbrook Wealth Management
Michigan
$773
FFC
994
First Financial Corp
Indiana
$772
FSWA
995
Financial Synergies Wealth Advisors
Texas
$619
AA
996
Addison Advisors
Vermont
$618
WAM
997
Worth Asset Management
Texas
$618
GJIA
998
Glass Jacobson Investment Advisors
Maryland
$618 +$619 +8 New
TWD
999
True Wealth Design
Ohio
$618 +$619 +8 New
TH
1000
TCTC Holdings
Texas
$309

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.