1,031 hedge funds and large institutions have $44B invested in Sempra in 2023 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 357 increasing their positions, 360 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+55
Holders Change %
+5.64%
% of All Funds
15.12%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
155
Increased
357
Reduced
360
Closed
84
Calls
$114M
Puts
$93.7M
Net Calls
+$20.1M
Net Calls Change
+$19.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GCIM
701
Gunn & Company Investment Management
Florida
$291K +$291K +3,900 New
SP
702
Symmetry Partners
Connecticut
$290K -$215K -2,875 -43%
1SB
703
1ST Source Bank
Indiana
$289K +$47.1K +630 +19%
VFA
704
Valeo Financial Advisors
Indiana
$288K +$288K +3,858 New
CW
705
CreativeOne Wealth
Kansas
$288K +$288K +3,857 New
MW
706
Marcum Wealth
Ohio
$288K +$1.79K +24 +0.6%
DTC
707
Davidson Trust Company
Washington
$288K
CPG
708
Cornerstone Planning Group
New Jersey
$287K
BCV
709
Banque Cantonale Vaudoise
Switzerland
$285K -$499K -6,672 -64%
CCM
710
Check Capital Management
California
$284K
LWM
711
LJI Wealth Management
Indiana
$284K
OWA
712
Octavia Wealth Advisors
Ohio
$283K -$6.85K -91 -2%
Luther King Capital Management (LKCM)
713
Luther King Capital Management (LKCM)
Texas
$283K -$84.6K -1,132 -23%
AFG
714
Atomi Financial Group
New York
$281K +$281K +3,766 New
CAG
715
Crestwood Advisors Group
Massachusetts
$280K -$19.8K -265 -7%
LF
716
LifeSteps Financial
California
$279K
APP
717
Avantax Planning Partners
Iowa
$279K -$3.81K -51 -1%
SCM
718
Shelton Capital Management
Colorado
$278K -$11.5K -154 -4%
CAGAS
719
Capital Advisory Group Advisory Services
Minnesota
$277K
DT
720
Diversified Trust
Tennessee
$271K -$1.13M -15,167 -81%
GKWIM
721
Gerber Kawasaki Wealth & Investment Management
California
$263K +$263K +3,515 New
PTCG
722
Pring Turner Capital Group
California
$262K
OAM
723
Oak Asset Management
California
$262K
PTC
724
Petrus Trust Company
Texas
$261K +$261K +3,498 New
PP
725
Patten & Patten
Tennessee
$258K +$29.9K +400 +13%