1,035 hedge funds and large institutions have $40.5B invested in Sempra in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 377 increasing their positions, 368 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,035
Holders Change
+4
Holders Change %
+0.39%
% of All Funds
15%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
108
Increased
377
Reduced
368
Closed
93
Calls
$80.7M
Puts
$44M
Net Calls
+$36.7M
Net Calls Change
+$16.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SP
726
Symmetry Partners
Connecticut
$279K
MW
727
Marcum Wealth
Ohio
$279K +$2.16K +30 +0.8%
PP
728
Patten & Patten
Tennessee
$278K +$30.5K +424 +12%
WSTAM
729
Wilbanks Smith & Thomas Asset Management
Virginia
$278K -$5.1K -71 -2%
SSA
730
Sierra Summit Advisors
Nevada
$278K -$24.6K -343 -8%
1SB
731
1ST Source Bank
Indiana
$278K
DTC
732
Davidson Trust Company
Washington
$277K
BP
733
Ballentine Partners
Massachusetts
$274K -$27.8K -387 -9%
LWM
734
LJI Wealth Management
Indiana
$274K +$1.29K +18 +0.5%
CA
735
Continuum Advisory
Idaho
$274K -$95K -1,247 -26%
CCM
736
Check Capital Management
California
$273K
LF
737
LifeSteps Financial
California
$268K
SCM
738
Shelton Capital Management
Colorado
$267K
AIC
739
Archer Investment Corporation
Indiana
$267K +$216K +3,010 +426%
CAGAS
740
Capital Advisory Group Advisory Services
Minnesota
$267K
BEI
741
Benjamin Edwards Inc
Missouri
$265K +$115K +1,605 +77%
FTWA
742
Fifth Third Wealth Advisors
Ohio
$264K +$264K +3,676 New
FFG
743
Fortem Financial Group
California
$263K +$26.8K +373 +11%
SWM
744
SeaCrest Wealth Management
New York
$262K -$229K -3,187 -47%
BL
745
Balentine LLC
Georgia
$260K -$117K -1,625 -31%
ACA
746
Aptus Capital Advisors
Alabama
$259K +$47.4K +660 +22%
CWM
747
Centric Wealth Management
Illinois
$259K +$259K +3,613 New
FPAS
748
Focus Partners Advisor Solutions
Missouri
$258K +$63.5K +884 +33%
PG
749
Patten Group
Tennessee
$256K +$22.2K +309 +9%
P
750
Pitcairn
Pennsylvania
$254K +$43.2K +601 +20%