1,035 hedge funds and large institutions have $40.5B invested in Sempra in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 377 increasing their positions, 368 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,035
Holders Change
+4
Holders Change %
+0.39%
% of All Funds
15%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
108
Increased
377
Reduced
368
Closed
93
Calls
$80.7M
Puts
$44M
Net Calls
+$36.7M
Net Calls Change
+$16.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
501
Prudential plc
United Kingdom
$770K -$2.37M -33,039 -76%
SPA
502
Sherbrooke Park Advisers
New York
$759K +$139K +1,931 +22%
CWM
503
Congress Wealth Management
Massachusetts
$757K +$757K +10,535 New
HAG
504
HighPoint Advisor Group
Illinois
$756K +$1.93K +25 +0.3%
BFG
505
Bleakley Financial Group
New Jersey
$755K +$59.8K +832 +9%
CFGS
506
Concourse Financial Group Securities
Alabama
$754K +$35.1K +485 +5%
SW
507
Simplicity Wealth
New Jersey
$754K +$754K +10,492 New
CW
508
CreativeOne Wealth
Kansas
$753K +$476K +6,620 +172%
AWM
509
Apollon Wealth Management
South Carolina
$746K -$61.6K -857 -8%
IF
510
Intrua Financial
Texas
$745K +$745K +10,378 New
DI
511
Diligent Investors
California
$742K
WPA
512
West Paces Advisors
Georgia
$737K +$31.7K +441 +4%
SOAMC
513
Spirit of America Management Corp
New York
$736K +$14.4K +200 +2%
HWM
514
HB Wealth Management
Georgia
$734K -$45.5K -633 -6%
CIBC Private Wealth Group
515
CIBC Private Wealth Group
Georgia
$734K +$62.7K +879 +9%
MLA
516
My Legacy Advisors
Oregon
$733K -$4.6K -64 -0.6%
IMCOOI
517
Investment Management Corp of Ontario (IMCO)
Canada
$732K -$323K -4,500 -31%
FMWA
518
Forvis Mazars Wealth Advisors
Missouri
$732K +$12.4K +172 +2%
QC
519
Quaero Capital
Switzerland
$728K -$212K -2,950 -23%
IP
520
Ignite Planners
California
$721K -$132K -1,852 -15%
ADL
521
Asset Dedication LLC
California
$718K -$661K -9,162 -48%
OWP
522
Obermeyer Wealth Partners
Colorado
$718K +$315K +4,381 +78%
WP
523
Westmount Partners
California
$718K -$39.4K -549 -5%
EF
524
Empowered Funds
Pennsylvania
$711K +$142K +1,970 +25%
CFG
525
Cooper Financial Group
California
$696K +$83.1K +1,157 +14%