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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 %
ACI
526
Alpha Cubed Investments
California
$605K -$63.4K -834 -9%
CPC
527
Cookson Peirce & Co
Pennsylvania
$605K +$9.66K +127 +2%
CF
528
Centaurus Financial
California
$601K +$53.9K +708 +10%
AC
529
Avestar Capital
New York
$600K +$353K +4,645 +143%
ECM
530
Evergreen Capital Management
Washington
$598K +$73.4K +957 +14%
SMC
531
Smith, Moore & Co
Missouri
$596K -$2.28K -30 -0.4%
SSA
532
Schonfeld Strategic Advisors
New York
$595K +$595K +7,820 New
ABLA
533
Alan B. Lancz & Associates
Ohio
$593K +$593K +7,800 New
BB
534
Burford Brothers
Texas
$586K +$586K +7,704 New
PS
535
Principal Securities
Iowa
$583K +$85.9K +1,130 +17%
QI
536
Qtron Investments
Massachusetts
$582K – – –
SIAG
537
Safeguard Investment Advisory Group
California
$580K +$76 +1 +0%
BSW
538
Buckingham Strategic Wealth
Missouri
$578K +$15.7K +206 +3%
PFGIA
539
Patriot Financial Group Insurance Agency
Massachusetts
$578K +$578K +7,599 New
BRWA
540
B. Riley Wealth Advisors
Florida
$576K -$480K -6,259 -45%
SPIA
541
Steward Partners Investment Advisory
New York
$564K +$145K +1,904 +35%
WA
542
Wealth Alliance
New York
$564K +$43.5K +572 +8%
AWM
543
AE Wealth Management
Kansas
$559K +$162K +2,136 +41%
ZB
544
Zions Bancorporation
Utah
$554K -$368K -4,832 -40%
RT
545
Rockland Trust
Massachusetts
$550K -$15.3K -201 -3%
ASG
546
Ariston Services Group
California
$550K -$913 -12 -0.2%
ADBIC
547
A.D. Beadell Investment Counsel
Wisconsin
$548K +$548K +7,210 New
CSPIA
548
Cary Street Partners Investment Advisory
Virginia
$545K +$17.3K +228 +3%
BJL
549
Brighton Jones LLC
Washington
$544K -$7.91K -104 -1%
APP
550
Avantax Planning Partners
Iowa
$543K -$2.66K -35 -0.5%
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