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Sempra
SRE

Overview Fund Activity

812 hedge funds and large institutions have $35.9B invested in Sempra in 2021 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 364 increasing their positions, 208 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
812
Holders Change
+8
Holders Change %
+1%
% of All Funds
14.18%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
79
Increased
364
Reduced
208
Closed
66
Calls
$141M
Puts
$95.7M
Net Calls
+$44.9M
Net Calls Change
+$366K

Top Buyers

1
BlackRock
BlackRock
New York
$3.43B
2
Franklin Resources
Franklin Resources
California
$881M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.55B
4
Deutsche Bank
Deutsche Bank
Germany
$858M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$519M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$42.1M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$45.3M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$10.7M
4
MSE
MUFG Securities EMEA
United Kingdom
$0
5
FP
Financial Perspectives
Minnesota
$380K
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
701
Orion Capital Management
California
$67K – – –
FDCDDQ
702
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67K +$19.1K +288 +40%
SBL
703
Sargent Bickham Lagudis
Colorado
$66K -$3.17K -48 -5%
GG
704
Gleason Group
Kentucky
$64K +$533 +8 +0.8%
MCM
705
MV Capital Management
Maryland
$56K +$6.22K +94 +13%
VRM
706
Vectors Research Management
New York
$53K – – –
HCM
707
Highlander Capital Management
New Jersey
$53K – – –
NL
708
NVWM LLC
Pennsylvania
$53K – – –
LWCFA
709
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53K +$53K +800 New
RDFA
710
Ritter Daniher Financial Advisory
Ohio
$51K – – –
FPS
711
Fieldpoint Private Securities
Connecticut
$50K +$8.18K +124 +20%
MGIM
712
M&G Investment Management
United Kingdom
$48.2K +$31.6K +479,340 +191%
TCWA
713
Ten Capital Wealth Advisors
Washington
$48K – – –
NFG
714
Next Financial Group
Texas
$48K +$3.47K +52 +8%
PFBT
715
Parkside Financial Bank & Trust
Missouri
$43K +$1.87K +28 +5%
IFAM
716
Institutional & Family Asset Management
Colorado
$41K +$3.59K +54 +10%
HCM
717
Horrell Capital Management
Arkansas
$40K -$26.7K -400 -40%
MG
718
MilWealth Group
Wisconsin
$38.2K – – –
JWM
719
Janiczek Wealth Management
Colorado
$38K -$1.19K -18 -3%
CFO
720
CVA Family Office
Colorado
$38K +$655 +10 +2%
CBT
721
CoreFirst Bank & Trust
Kansas
$33K – – –
CWA
722
Clearview Wealth Advisors
Oregon
$31K – – –
EWM
723
Evermay Wealth Management
Virginia
$31K +$31K +472 New
LCM
724
Logan Capital Management
Pennsylvania
$30K – – –
GWS
725
Glassman Wealth Services
Virginia
$29K +$1.46K +22 +5%
27 28
29
30 31