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Sempra
SRE

Overview Fund Activity

1,028 hedge funds and large institutions have $43.4B invested in Sempra in 2024 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 409 increasing their positions, 354 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
-7
Holders Change %
-0.68%
% of All Funds
14.95%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
100
Increased
409
Reduced
354
Closed
90
Calls
$88.4M
Puts
$27M
Net Calls
+$61.4M
Net Calls Change
+$24.7M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$608M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$565M
3
Morgan Stanley
Morgan Stanley
New York
+$212M
4
Capital International Investors
Capital International Investors
California
+$122M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$75.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$226M
2
Millennium Management
Millennium Management
New York
-$143M
3
Norges Bank
Norges Bank
Norway
-$136M
4
Squarepoint
Squarepoint
New York
-$67.1M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
501
Claro Advisors
Massachusetts
$728K +$65.4K +860 +10%
GI
502
Gradient Investments
Minnesota
$715K +$7.83K +103 +1%
ADL
503
Asset Dedication LLC
California
$712K -$44.8K -589 -6%
CAS
504
Coppell Advisory Solutions
Texas
$707K +$707K +9,299 New
SIA
505
Strategic Investment Advisors
Michigan
$703K -$12.4K -163 -2%
Bessemer Group
506
Bessemer Group
New Jersey
$699K +$11.5K +151 +2%
WTC
507
WhitTier Trust Company
Nevada
$697K +$14.3K +188 +2%
AF
508
Allworth Financial
California
$693K +$64.6K +833 +10%
AFG
509
Atomi Financial Group
New York
$687K +$173K +2,277 +34%
VWM
510
Venturi Wealth Management
Texas
$677K +$26.6K +350 +4%
PMA
511
Prudent Man Advisors
Illinois
$677K +$22.6K +297 +3%
CCM
512
Cohen Capital Management
California
$669K – – –
IWM
513
Iams Wealth Management
Nebraska
$659K +$84.2K +1,107 +15%
PAG
514
Private Advisor Group
New Jersey
$654K +$5.7K +75 +0.9%
CIM
515
Cambria Investment Management
California
$647K +$647K +8,513 New
CCC
516
Chesapeake Capital Corp
Florida
$647K +$647K +8,513 New
AWA
517
Aaron Wealth Advisors
Illinois
$635K +$40K +526 +7%
MMM
518
Mendel Money Management
Illinois
$634K -$7.38K -97 -1%
MFIM
519
Mesirow Financial Investment Management
Illinois
$633K -$14K -184 -2%
GT
520
Greenleaf Trust
Michigan
$630K +$16.6K +218 +3%
GHAM
521
Gilman Hill Asset Management
Connecticut
$630K -$66.6K -875 -10%
SIC
522
Salem Investment Counselors
North Carolina
$620K – – –
GI
523
GAMMA Investing
California
$618K +$230K +3,018 +59%
MCM
524
MAI Capital Management
Ohio
$617K +$89.1K +1,172 +17%
RWP
525
RWA Wealth Partners
Massachusetts
$605K +$212K +2,792 +54%
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