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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 %
ZIM
576
Zacks Investment Management
Illinois
$489K -$79.3K -1,043 -14%
HCM
577
Hodges Capital Management
Texas
$487K +$259K +3,400 +113%
GP
578
Greenline Partners
New York
$485K -$8.25K -110 -2%
OPA
579
Old Port Advisors
Maine
$485K +$2.28K +30 +0.5%
NP
580
NorthRock Partners
Minnesota
$485K +$17.3K +226 +4%
MA
581
MJP Associates
Connecticut
$484K -$2.74K -36 -0.6%
BCWM
582
Bartlett & Co Wealth Management
Ohio
$481K +$9.43K +123 +2%
QCG
583
Quadrant Capital Group
Ohio
$478K +$23.4K +308 +5%
MWM
584
Mosley Wealth Management
California
$475K +$47.8K +629 +11%
FMP
585
Financial Management Professionals
Texas
$473K +$95.9K +1,261 +25%
SPC
586
Sigma Planning Corp
Michigan
$466K +$21K +276 +5%
WA1
587
Wimmer Associates 1
California
$466K – – –
FP
588
Financial Perspectives
Minnesota
$463K +$3.04K +40 +0.7%
SC
589
Savant Capital
Illinois
$462K +$73.1K +961 +19%
CCM
590
Coldstream Capital Management
Washington
$459K -$16.7K -219 -4%
SAM
591
Sompo Asset Management
Japan
$459K – – –
DWP
592
Daymark Wealth Partners
Ohio
$458K +$124K +1,631 +37%
FFA
593
Farther Finance Advisors
California
$457K -$32.1K -428 -7%
SC
594
Searle & Co
Connecticut
$456K – – –
GFS
595
GYL Financial Synergies
Connecticut
$456K +$913 +12 +0.2%
LFG
596
Larson Financial Group
Missouri
$456K +$361K +4,748 +381%
PCM
597
Pointe Capital Management
Michigan
$455K – – –
SCTC
598
Sanibel Captiva Trust Company
Florida
$440K +$27K +355 +7%
WC
599
Whitney & Co
New York
$440K -$2.51K -33 -0.6%
MOS
600
MGO One Seven
Ohio
$438K +$76.7K +1,008 +21%
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