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1,102 hedge funds and large institutions have $47.9B invested in Sempra in 2024 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 436 increasing their positions, 334 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 62

62% more call options, than puts

Call options by funds: $61M | Put options by funds: $37.7M

31% more repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 334

10% more capital invested

Capital invested by funds: $43.5B → $47.9B (+$4.41B)

6% more funds holding

Funds holding: 1,0381,102 (+64)

0.13% more ownership

Funds ownership: 90.42%90.55% (+0.13%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
1,102
Holders Change
+64
Holders Change %
+6.17%
% of All Funds
15.82%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
139
Increased
436
Reduced
334
Closed
62
Calls
$61M
Puts
$37.7M
Net Calls
+$23.3M
Net Calls Change
-$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$303M +$3.88M +48,512 +1%
JP Morgan Chase
27
JP Morgan Chase
New York
$287M +$22.2M +278,183 +9%
Mirae Asset Global ETFs Holdings
28
Mirae Asset Global ETFs Holdings
Hong Kong
$258M +$5.48M +68,524 +2%
MAM
29
Magellan Asset Management
Australia
$258M +$16.9M +211,587 +7%
Goldman Sachs
30
Goldman Sachs
New York
$253M +$53.3M +665,944 +28%
PL
31
Perpetual Ltd
Australia
$230M -$13.4M -167,634 -6%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$227M +$15.2M +190,665 +8%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$226M -$10.1M -125,712 -4%
N
34
Nuveen
North Carolina
$219M -$13.6M -169,893 -6%
Barclays
35
Barclays
United Kingdom
$201M +$3.67M +45,884 +2%
UBS Group
36
UBS Group
Switzerland
$199M +$23.9M +298,672 +14%
Ameriprise
37
Ameriprise
Minnesota
$198M +$131M +1,634,498 +230%
DekaBank Deutsche Girozentrale
38
DekaBank Deutsche Girozentrale
Germany
$193M -$5.73M -71,689 -3%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$187M +$6.58M +82,322 +4%
Fidelity International
40
Fidelity International
Bermuda
$182M +$24.3M +304,271 +16%
EIP
41
Energy Income Partners
Connecticut
$171M -$5.48M -68,498 -3%
DPIM
42
Duff & Phelps Investment Management
Illinois
$162M -$2.38M -29,706 -2%
ZP
43
Zimmer Partners
New York
$159M
Swiss National Bank
44
Swiss National Bank
Switzerland
$157M +$536K +6,700 +0.4%
Jennison Associates
45
Jennison Associates
New York
$154M +$5.04M +63,000 +4%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$153M +$5.79M +72,443 +4%
Wells Fargo
47
Wells Fargo
California
$145M +$4.25M +53,196 +3%
BC
48
Brookfield Corp
Ontario, Canada
$140M +$9.69M +121,164 +8%
Principal Financial Group
49
Principal Financial Group
Iowa
$137M -$11.9M -148,396 -8%
Citigroup
50
Citigroup
New York
$136M +$27.8M +347,625 +27%

SRE Hedge Fund Activity: Q3 2024 in Review

1,102 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q3 2024, worth a combined $47.9B — up 10% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new SRE positions and 62 closed out — a net gain of 77 holders — while 436 added to existing stakes and 334 trimmed.

The largest buyer was Ameriprise, adding an estimated $131M. The largest seller was Capital International Investors, cutting an estimated $338M.

  • 1,102 institutional investors held Sempra (SRE) as of Q3 2024, up from 1,038 in Q2 2024.
  • Funds reported $47.9B of Sempra stock for Q3 2024, up 10% quarter-over-quarter.
  • 139 funds opened new Sempra positions in Q3 2024 and 62 closed out, a net change of +77 holders.
  • The largest Sempra buyer in Q3 2024 was Ameriprise, an estimated $131M added.
  • The largest Sempra seller in Q3 2024 was Capital International Investors, an estimated $338M sold.

Based on aggregated 13F filings for Q3 2024.