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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 %
LCWP
551
Legacy Capital Wealth Partners
Arkansas
$531K +$531K +6,979 New
IAA
552
Independent Advisor Alliance
North Carolina
$526K +$100K +1,321 +24%
HWMO
553
Heritage Wealth Management (Ohio)
Ohio
$523K +$523K +6,867 New
AA
554
Advisory Alpha
Michigan
$522K +$5.4K +71 +1%
SFI
555
Siemens Fonds Invest
Germany
$521K +$21.7K +285 +4%
EA
556
Everpar Advisors
Oklahoma
$518K +$92.8K +1,220 +22%
TIAA Trust, National Association
557
TIAA Trust, National Association
North Carolina
$518K +$133K +1,751 +35%
FBT
558
First Bankers Trust
Kentucky
$517K – – –
AIP
559
Ameritas Investment Partners
Nebraska
$517K -$11.1K -146 -2%
BS
560
Banco Santander
Spain
$516K -$170K -2,241 -25%
APM
561
Advanced Portfolio Management
New York
$515K – – –
EM
562
ELCO Management
New York
$514K -$584K -7,680 -53%
CPBTD
563
Central Pacific Bank - Trust Division
Hawaii
$514K +$41.5K +545 +9%
SLG
564
Stanley-Laman Group
Pennsylvania
$512K +$7.23K +95 +1%
S
565
SignatureFD
Georgia
$511K +$31.4K +413 +7%
SFA
566
Sequoia Financial Advisors
Ohio
$510K +$30.3K +399 +6%
SS
567
Sunbelt Securities
Texas
$510K +$2.05K +27 +0.4%
AFCM
568
Applied Finance Capital Management
Puerto Rico
$505K +$203K +2,671 +67%
CAG
569
Csenge Advisory Group
Florida
$503K -$15K -197 -3%
CPIG
570
Chicago Partners Investment Group
Illinois
$501K +$3.05K +38 +0.6%
CCA
571
Checchi Capital Advisers
California
$500K +$35K +460 +8%
CI
572
Cigna Investments
Connecticut
$500K -$4.42K -58 -0.9%
LCM
573
LVM Capital Management
Michigan
$496K +$4.26K +56 +0.9%
SF
574
Synovus Financial
Georgia
$492K +$84.4K +1,109 +21%
SWS
575
SYSTM Wealth Solutions
Illinois
$491K +$19.4K +254 +4%
21 22
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