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Sempra
SRE

Overview Fund Activity

804 hedge funds and large institutions have $34.6B invested in Sempra in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 333 increasing their positions, 223 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
-23
Holders Change %
-2.78%
% of All Funds
14.16%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
92
Increased
333
Reduced
223
Closed
108
Calls
$96M
Puts
$51.5M
Net Calls
+$44.5M
Net Calls Change
+$11.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$536M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$408M
3
Capital International Investors
Capital International Investors
California
+$286M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$106M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$103M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$144M
2
Citadel Advisors
Citadel Advisors
Florida
-$132M
3
Millennium Management
Millennium Management
New York
-$124M
4
Goldman Sachs
Goldman Sachs
New York
-$105M
5
Deutsche Bank
Deutsche Bank
Germany
-$53.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
501
Chicago Partners Investment Group
Illinois
$382K +$48.7K +714 +15%
PWAG
502
Polaris Wealth Advisory Group
California
$382K +$382K +5,692 New
SIAG
503
Safeguard Investment Advisory Group
California
$380K +$94.2K +1,424 +33%
BAIA
504
Bel Air Investment Advisors
California
$377K +$377K +5,682 New
SC
505
Sepio Capital
Utah
$373K – – –
EF
506
Empirical Finance
Pennsylvania
$368K – – –
AIM
507
Allen Investment Management
New York
$365K – – –
WAM
508
Weatherly Asset Management
California
$364K -$23.2K -350 -6%
CL
509
Choreo LLC
Illinois
$361K -$15.2K -230 -4%
MYLI
510
Meiji Yasuda Life Insurance
Japan
$360K -$39.8K -600 -10%
MHR
511
Matthew Hamilton Rosenberg
$356K +$47.8K +720 +15%
ECM
512
Evergreen Capital Management
Washington
$355K +$15.9K +240 +5%
NCM
513
Neumann Capital Management
California
$354K – – –
FFG
514
Frisch Financial Group
New York
$350K +$350K +5,278 New
MF
515
Manchester Financial
California
$347K +$39.7K +600 +13%
HBT
516
Heartland Bank & Trust
Illinois
$344K -$238K -3,592 -41%
CRWM
517
Castle Rock Wealth Management
California
$343K +$44.4K +646 +15%
PMA
518
Prudent Man Advisors
Illinois
$338K +$7.29K +110 +2%
ACP
519
Aveo Capital Partners
Colorado
$336K +$336K +5,070 New
FCI
520
Financial Counselors Inc
Kansas
$335K -$36.4K -548 -10%
PTC
521
Private Trust Company
Ohio
$335K +$335K +5,060 New
FFS
522
Founders Financial Securities
Maryland
$332K +$9.28K +140 +3%
IWC
523
Integrated Wealth Concepts
Massachusetts
$331K +$58K +874 +21%
WA
524
Wealth Alliance
New York
$331K +$76K +1,148 +30%
BPA
525
Beacon Pointe Advisors
California
$329K +$65.5K +988 +25%
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