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953 hedge funds and large institutions have $46.5B invested in Sempra in 2022 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 346 increasing their positions, 268 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 76

89% more call options, than puts

Call options by funds: $194M | Put options by funds: $102M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

30% more capital invested

Capital invested by funds: $35.9B → $46.5B (+$10.6B)

29% more repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 268

8% more funds holding

Funds holding: 884953 (+69)

6.05% more ownership

Funds ownership: 170.37%176.43% (+6.1%)

Holders
953
Holders Change
+69
Holders Change %
+7.81%
% of All Funds
15.03%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
157
Increased
346
Reduced
268
Closed
76
Calls
$194M
Puts
$102M
Net Calls
+$91.3M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
1001
NewEdge Advisors
Louisiana
-$293K -4,422 Closed
EN1L
1002
Engine No 1 LLC
California
-$289K -4,372 Closed
Nomura Holdings
1003
Nomura Holdings
Japan
-$270K -4,074 Closed
PP
1004
Paloma Partners
Connecticut
-$267K -4,034 Closed
PI
1005
PineBridge Investments
New York
-$256K -3,876 Closed
SW
1006
SteelPeak Wealth
California
-$247K -3,738 Closed
VVP
1007
Venture Visionary Partners
Ohio
-$208K -3,148 Closed
LOPW
1008
Live Oak Private Wealth
North Carolina
-$205K -3,104 Closed
MUMSS
1009
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$189K -2,858 Closed
TCOV
1010
Trust Company of Vermont
Vermont
-$100K -1,510 Closed
CA
1011
CoreCap Advisors
Michigan
-$66K -1,000 Closed
TLFA
1012
True Link Financial Advisors
California
-$60K -902 Closed
LF
1013
Lee Financial
Texas
-$54K -820 Closed
TCWM
1014
Total Clarity Wealth Management
Illinois
-$53K -798 Closed
FPWM
1015
FSB Premier Wealth Management
Iowa
-$39K -600 Closed
AIM
1016
AHL Investment Management
Florida
-$39K -596 Closed
HNWA
1017
Henrickson Nauta Wealth Advisors
Michigan
-$39K -586 Closed
WFS
1018
Widmann Financial Services
Maryland
-$23K -350 Closed
TH
1019
TCTC Holdings
Texas
-$21.3K -296 -99%
AWA
1020
Amplius Wealth Advisors
Pennsylvania
-$16K -242 Closed
JRFS
1021
James Reed Financial Services
Ohio
-$11K -170 Closed
SMFG
1022
Sumitomo Mitsui Financial Group
Japan
-$11K -160 Closed
PMFA
1023
Plante Moran Financial Advisors
Michigan
-$9K -130 Closed
DFCM
1024
Dark Forest Capital Management
Puerto Rico
-$8K -124 Closed
RI
1025
Rinkey Investments
California
-$3K -56 Closed

SRE Hedge Fund Activity: Q1 2022 in Review

953 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q1 2022, worth a combined $46.5B — up 30% from $35.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new SRE positions and 76 closed out — a net gain of 81 holders — while 346 added to existing stakes and 268 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $774M. The largest seller was Zimmer Partners, cutting an estimated $194M.

  • 953 institutional investors held Sempra (SRE) as of Q1 2022, up from 884 in Q4 2021.
  • Funds reported $46.5B of Sempra stock for Q1 2022, up 30% quarter-over-quarter.
  • 157 funds opened new Sempra positions in Q1 2022 and 76 closed out, a net change of +81 holders.
  • The largest Sempra buyer in Q1 2022 was T. Rowe Price Associates, an estimated $774M added.
  • The largest Sempra seller in Q1 2022 was Zimmer Partners, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2022.