Sempra
885 hedge funds and large institutions have $36B invested in Sempra in 2021 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 310 increasing their positions, 264 reducing their positions, and 64 closing their positions.
212% more call options, than puts
Call options by funds: $113M | Put options by funds: $36.3M
152% more first-time investments, than exits
New positions opened: 161 | Existing positions closed: 64
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
17% more repeat investments, than reductions
Existing positions increased: 310 | Existing positions reduced: 264
11% more funds holding
Funds holding: 800 → 885 (+85)
3% more capital invested
Capital invested by funds: $34.9B → $36B (+$1.14B)
2.11% less ownership
Funds ownership: 172.51% → 170.4% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$334M |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$270M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$154M |
| 4 |
ZP
Zimmer Partners
New York
|
+$152M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$82.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.22B |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$267M |
| 3 |
PG
Pendal Group
Sydney,
Australia
|
-$124M |
| 4 |
JP Morgan Chase
New York
|
-$123M |
| 5 |
Bank of New York Mellon
New York
|
-$52.4M |
SRE Hedge Fund Activity: Q4 2021 in Review
885 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q4 2021, worth a combined $36B — up 3.3% from $34.9B a quarter earlier.
Buyers outnumbered sellers: 161 funds opened new SRE positions and 64 closed out — a net gain of 97 holders — while 310 added to existing stakes and 264 trimmed.
The largest buyer was BlackRock, adding an estimated $334M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.22B.
- 885 institutional investors held Sempra (SRE) as of Q4 2021, up from 800 in Q3 2021.
- Funds reported $36B of Sempra stock for Q4 2021, up 3.3% quarter-over-quarter.
- 161 funds opened new Sempra positions in Q4 2021 and 64 closed out, a net change of +97 holders.
- The largest Sempra buyer in Q4 2021 was BlackRock, an estimated $334M added.
- The largest Sempra seller in Q4 2021 was T. Rowe Price Associates, an estimated $1.22B sold.
Based on aggregated 13F filings for Q4 2021.