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Sempra
SRE

Overview Fund Activity

948 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, 343 increasing their positions, 266 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
948
Holders Change
+69
Holders Change %
+7.85%
% of All Funds
15%
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
343
Reduced
266
Closed
76
Calls
$194M
Puts
$102M
Net Calls
+$91.3M
Net Calls Change
+$14.5M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.14B
2
Capital International Investors
2
Capital International Investors
California
$3.45B
3
State Street
3
State Street
Massachusetts
$3.13B
4
CIA
4
ClearBridge Investments (Australia)
Australia
$130M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.32B

Top Sellers

1
ZP
1
Zimmer Partners
New York
$45.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.11M
3
Franklin Resources
3
Franklin Resources
California
$1.32B
4
MAM
4
Magellan Asset Management
Australia
$414M
5
Prudential Financial
5
Prudential Financial
New Jersey
$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
1001
SteelPeak Wealth
California
– -$247K -3,738 Closed
VVP
1002
Venture Visionary Partners
Ohio
– -$208K -3,148 Closed
LOPW
1003
Live Oak Private Wealth
North Carolina
– -$205K -3,104 Closed
MUMSS
1004
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$189K -2,858 Closed
TCOV
1005
Trust Company of Vermont
Vermont
– -$100K -1,510 Closed
CA
1006
CoreCap Advisors
Michigan
– -$66K -1,000 Closed
TLFA
1007
True Link Financial Advisors
California
– -$60K -902 Closed
LF
1008
Lee Financial
Texas
– -$54K -820 Closed
TCWM
1009
Total Clarity Wealth Management
Illinois
– -$53K -798 Closed
FPWM
1010
FSB Premier Wealth Management
Iowa
– -$39K -600 Closed
AIM
1011
AHL Investment Management
Florida
– -$39K -596 Closed
HNWA
1012
Henrickson Nauta Wealth Advisors
Michigan
– -$39K -586 Closed
WFS
1013
Widmann Financial Services
Maryland
– -$23K -350 Closed
AWA
1014
Amplius Wealth Advisors
Pennsylvania
– -$16K -242 Closed
JRFS
1015
James Reed Financial Services
Ohio
– -$11K -170 Closed
SMFG
1016
Sumitomo Mitsui Financial Group
Japan
– -$11K -160 Closed
PMFA
1017
Plante Moran Financial Advisors
Michigan
– -$9K -130 Closed
DFCM
1018
Dark Forest Capital Management
Puerto Rico
– -$8K -124 Closed
RI
1019
Rinkey Investments
California
– -$3K -56 Closed
SFM
1020
Signet Financial Management
New Jersey
– -$2K -36 Closed
FMTCOCP
1021
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$2K -30 Closed
CMBA
1022
C.M. Bidwell & Associates
Hawaii
– -$2K -24 Closed
EBA
1023
Eagle Bay Advisors
New York
– -$2K -18 Closed
CAM
1024
CenterStar Asset Management
Illinois
– -$78K – –
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