Sempra
SRE
981 hedge funds and large institutions have $41.3B invested in Sempra in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 364 increasing their positions, 338 reducing their positions, and 93 closing their positions.
1.4% more ownership
Funds ownership: 172.6% → 174% (+1.4%)
8% more repeat investments, than reductions
Existing positions increased: 364 | Existing positions reduced: 338
3% more call options, than puts
Call options by funds: $77.4M | Put options by funds: $75.2M
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
1% less first-time investments, than exits
New positions opened: 92 | Existing positions closed: 93
2% less capital invested
Capital invested by funds: $42B → $41.3B (-$664M)
2% less funds holding
Funds holding: 1,004 → 981 (-23)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$322M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$241M |
| 3 |
ClearBridge Investments
New York
|
+$128M |
| 4 |
Neuberger Berman Group
New York
|
+$95.7M |
| 5 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
+$88.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$346M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$246M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$126M |
| 4 |
BlackRock
New York
|
-$93.3M |
| 5 |
State Street
Boston,
Massachusetts
|
-$90M |
SRE Hedge Fund Activity: Q1 2023 in Review
981 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q1 2023, worth a combined $41.3B — down 1.6% from $42B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of SRE and 92 opened new positions — a net loss of 1 holder — while 338 trimmed existing stakes and 364 added.
The largest buyer was Vanguard Group, adding an estimated $322M. The largest seller was T. Rowe Price Associates, cutting an estimated $346M.
- 981 institutional investors held Sempra (SRE) as of Q1 2023, down from 1,004 in Q4 2022.
- Funds reported $41.3B of Sempra stock for Q1 2023, down 1.6% quarter-over-quarter.
- 92 funds opened new Sempra positions in Q1 2023 and 93 closed out, a net change of -1 holder.
- The largest Sempra buyer in Q1 2023 was Vanguard Group, an estimated $322M added.
- The largest Sempra seller in Q1 2023 was T. Rowe Price Associates, an estimated $346M sold.
Based on aggregated 13F filings for Q1 2023.