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Sempra
SRE

Overview Fund Activity

984 hedge funds and large institutions have $39.4B invested in Sempra in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 364 increasing their positions, 318 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
984
Holders Change
+10
Holders Change %
+1.03%
% of All Funds
15.52%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
93
Increased
364
Reduced
318
Closed
76
Calls
$66.4M
Puts
$63.4M
Net Calls
+$3.03M
Net Calls Change
+$800K

Top Buyers

1
Capital International Investors
Capital International Investors
California
$4B
2
Citadel Advisors
Citadel Advisors
Florida
$224M
3
Macquarie Group
Macquarie Group
Australia
$188M
4
Morgan Stanley
Morgan Stanley
New York
$748M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
$196M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$812M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$298M
3
BG
Bahl & Gaynor
Ohio
$287M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$206M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
BBVA
401
Banco Bilbao Vizcaya Argentaria
Spain
$1.43M +$30.7K +422 +2%
PS
402
Pensionfund Sabic
Netherlands
$1.41M – – –
EF
403
Empirical Finance
Pennsylvania
$1.41M +$170K +2,330 +14%
RFC
404
Regions Financial Corp
Alabama
$1.41M -$81.5K -1,120 -5%
OAM
405
Ostrum Asset Management
France
$1.4M +$1.17K +16 +0.1%
JWM
406
Jeppson Wealth Management
California
$1.37M +$50.5K +694 +4%
BCM
407
Brookmont Capital Management
Texas
$1.35M -$1.75K -24 -0.1%
SSB
408
Sandy Spring Bank
Maryland
$1.34M – – –
ADL
409
Asset Dedication LLC
California
$1.33M +$123K +1,710 +10%
WI
410
Wintrust Investments
Illinois
$1.33M +$174K +2,392 +15%
FT
411
Fiduciary Trust
Massachusetts
$1.32M -$365K -5,012 -22%
FRM
412
Fox Run Management
Connecticut
$1.32M +$1.32M +18,086 New
TYCC
413
Texas Yale Capital Corp
Florida
$1.31M – – –
Capstone Investment Advisors
414
Capstone Investment Advisors
New York
$1.31M +$513K +7,048 +65%
PFS
415
Prospera Financial Services
Texas
$1.29M +$85.6K +1,176 +7%
SIA
416
Strategic Investment Advisors
Michigan
$1.28M +$59.4K +816 +5%
CA
417
CSM Advisors
Pennsylvania
$1.26M – – –
AWM
418
AE Wealth Management
Kansas
$1.25M +$35.7K +490 +3%
EM
419
ELCO Management
New York
$1.23M -$32.8K -450 -3%
VCP
420
Verus Capital Partners
Arizona
$1.22M – – –
XT
421
XTX Topco
Cayman Islands
$1.2M +$1.2M +16,458 New
NICM
422
Neo Ivy Capital Management
New York
$1.2M +$1.2M +16,464 New
Assenagon Asset Management
423
Assenagon Asset Management
Luxembourg
$1.2M -$2.59M -35,628 -68%
V
424
Veritable
Delaware
$1.19M +$6.84K +94 +0.6%
CSIC
425
Clifford Swan Investment Counsel
California
$1.18M – – –
15 16
17
18 19