976 hedge funds and large institutions have $36.9B invested in Sempra in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 375 increasing their positions, 337 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
976
Holders Change
-8
Holders Change %
-0.81%
% of All Funds
15.56%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
89
Increased
375
Reduced
337
Closed
83
Calls
$98.9M
Puts
$98.2M
Net Calls
+$700K
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
676
SVB Wealth
Massachusetts
$273K -$15K -220 -5%
CAG
677
Crestwood Advisors Group
Massachusetts
$273K +$43.1K +634 +19%
6F
678
626 Financial
Michigan
$272K +$1.91K +28 +0.7%
CI
679
Conning Inc
Connecticut
$271K -$6.8K -100 -2%
Fisher Asset Management
680
Fisher Asset Management
Washington
$271K +$68.4K +1,005 +34%
OFG
681
Omega Financial Group
California
$267K
DWMG
682
DB Wealth Management Group
California
$266K
CPSAC
683
Chas P. Smith & Associates (CPS)
Florida
$265K
OWA
684
Octavia Wealth Advisors
Ohio
$264K +$824 +12 +0.3%
SCM
685
Shelton Capital Management
Colorado
$264K
GVAG
686
Great Valley Advisor Group
Delaware
$264K -$18.8K -276 -7%
PL
687
Plancorp LLC
Missouri
$262K +$12.5K +184 +5%
DTC
688
Davidson Trust Company
Washington
$262K
CPG
689
Cornerstone Planning Group
New Jersey
$261K -$6.26K -92 -2%
VA
690
Vident Advisory
Georgia
$261K +$261K +3,835 New
MW
691
Marcum Wealth
Ohio
$260K +$33.5K +492 +15%
PVI
692
Pine Valley Investments
New Jersey
$259K +$259K +3,800 New
CCM
693
Check Capital Management
California
$258K +$68 +1 +0%
LWM
694
LJI Wealth Management
Indiana
$258K
APP
695
Avantax Planning Partners
Iowa
$257K -$4.35K -64 -2%
LFP
696
Lakeshore Financial Planning
Michigan
$257K +$257K +3,773 New
LF
697
LifeSteps Financial
California
$254K
IAM
698
Innovis Asset Management
Illinois
$254K +$19.9K +293 +9%
CAGAS
699
Capital Advisory Group Advisory Services
Minnesota
$253K +$253K +3,712 New
CIC
700
Chilton Investment Company
Connecticut
$252K +$252K +3,698 New