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Sempra
SRE

1,039 hedge funds and large institutions have $44B invested in Sempra in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 361 increasing their positions, 363 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 84

21% more call options, than puts

Call options by funds: $114M | Put options by funds: $93.7M

19% more capital invested

Capital invested by funds: $36.9B → $44B (+$7.1B)

7.31% more ownership

Funds ownership: 86.22% → 93.53% (+7.3%)

6% more funds holding

Funds holding: 983 → 1,039 (+56)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

1% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 363

Holders
1,039
Holders Change
+56
Holders Change %
+5.7%
% of All Funds
15.15%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
156
Increased
361
Reduced
363
Closed
84
Calls
$114M
Puts
$93.7M
Net Calls
+$20.1M
Net Calls Change
+$19.4M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.36B
2
BlackRock
BlackRock
New York
+$381M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$320M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$209M
5
Barclays
Barclays
United Kingdom
+$125M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$152M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$102M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$92.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$68M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$62.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$254M +$6.19M +86,577 +3%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$245M +$22.7M +317,891 +11%
Barclays
28
Barclays
United Kingdom
$241M +$125M +1,747,551 +118%
Citadel Advisors
29
Citadel Advisors
Florida
$223M -$2.78M -38,908 -1%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$222M -$474K -6,631 -0.2%
Goldman Sachs
31
Goldman Sachs
New York
$214M -$23.6M -329,252 -10%
Cohen & Steers
32
Cohen & Steers
New York
$211M -$1.59M -22,254 -0.8%
PL
33
Perpetual Ltd
Australia
$206M -$28.6M -400,226 -13%
N
34
Nuveen
North Carolina
$198M -$2.02M -28,296 -1%
Point72 Asset Management
35
Point72 Asset Management
Connecticut
$196M +$8.32M +116,297 +5%
EIP
36
Energy Income Partners
Connecticut
$194M -$5.53M -77,370 -3%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$185M +$10.8M +150,802 +6%
Jennison Associates
38
Jennison Associates
New York
$183M +$47.1M +658,477 +37%
Millennium Management
39
Millennium Management
New York
$182M +$51.5M +720,274 +42%
JP Morgan Chase
40
JP Morgan Chase
New York
$180M +$3.22M +45,029 +2%
Fidelity International
41
Fidelity International
Bermuda
$178M -$8.54M -119,440 -5%
DekaBank Deutsche Girozentrale
42
DekaBank Deutsche Girozentrale
Germany
$167M +$31.7M +443,104 +24%
DPIM
43
Duff & Phelps Investment Management
Illinois
$157M +$5.19M +72,495 +4%
Amundi
44
Amundi
France
$157M +$62.7M +876,301 +75%
Swiss National Bank
45
Swiss National Bank
Switzerland
$147M -$4.03M -56,300 -3%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$145M -$2.02M -28,303 -1%
Principal Financial Group
47
Principal Financial Group
Iowa
$144M -$1.02M -14,252 -0.7%
UBS Group
48
UBS Group
Switzerland
$127M +$32.7M +456,874 +37%
BC
49
Brookfield Corp
Ontario, Canada
$122M +$12.3M +171,845 +12%
Macquarie Group
50
Macquarie Group
Australia
$121M +$2.82M +39,400 +2%
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SRE Hedge Fund Activity: Q4 2023 in Review

1,039 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q4 2023, worth a combined $44B — up 19% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new SRE positions and 84 closed out — a net gain of 72 holders — while 361 added to existing stakes and 363 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.36B. The largest seller was Norges Bank, cutting an estimated $152M.

  • 1,039 institutional investors held Sempra (SRE) as of Q4 2023, up from 983 in Q3 2023.
  • Funds reported $44B of Sempra stock for Q4 2023, up 19% quarter-over-quarter.
  • 156 funds opened new Sempra positions in Q4 2023 and 84 closed out, a net change of +72 holders.
  • The largest Sempra buyer in Q4 2023 was Morgan Stanley, an estimated $2.36B added.
  • The largest Sempra seller in Q4 2023 was Norges Bank, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2023.