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Sempra
SRE

Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$977M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$171M
3
Millennium Management
Millennium Management
New York
$116M
4
Bank of America
Bank of America
North Carolina
$695M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$569M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$529M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$161M
3
State Street
State Street
Massachusetts
$2.3B
4
Deutsche Bank
Deutsche Bank
Germany
$679M
5
Renaissance Technologies
Renaissance Technologies
New York
$4.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
701
Joel Isaacson & Co
New York
$251K +$340 +5 +0.1%
FMP
702
Financial Management Professionals
Texas
$250K -$37.3K -549 -13%
WJWM
703
Williams Jones Wealth Management
New York
$248K – – –
SIM
704
Sentry Investment Management
Wisconsin
$248K -$33.8K -498 -12%
LCM
705
Landscape Capital Management
New Jersey
$245K +$245K +3,607 New
SIA
706
Schechter Investment Advisors
Michigan
$243K +$22.1K +325 +10%
EVM
707
Evelyn V. Moreno
$241K +$14.8K +218 +7%
PCM
708
Penserra Capital Management
California
$239K -$37.8K -557 -14%
PTCG
709
Pring Turner Capital Group
California
$238K – – –
OAM
710
Oak Asset Management
California
$238K -$17K -250 -7%
PCM
711
Presidio Capital Management
California
$238K – – –
FIB
712
First Interstate Bank
Montana
$237K – – –
FPAS
713
Focus Partners Advisor Solutions
Missouri
$236K +$236K +3,466 New
RB
714
Renasant Bank
Mississippi
$236K -$5.31K -78 -2%
RWM
715
RBA Wealth Management
California
$235K -$516K -7,590 -69%
EFMC
716
Empire Financial Management Company
New York
$234K – – –
DI
717
DFPG Investments
Utah
$233K +$233K +3,343 New
TIMH
718
Tilt Investment Management Holdings
New York
$232K – – –
AAS
719
Ameritas Advisory Services
Nebraska
$231K +$3.87K +55 +2%
CWS
720
Confluence Wealth Services
Pennsylvania
$231K +$9.39K +138 +4%
BRA
721
Biechele Royce Advisors
Indiana
$230K +$8.72K +128 +4%
TWM
722
TriaGen Wealth Management
California
$230K – – –
WB
723
WesBanco Bank
West Virginia
$227K -$952 -14 -0.4%
WC
724
Weil Company
California
$225K -$629K -9,248 -74%
AP
725
Atwood & Palmer
Missouri
$224K – – –
27 28
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