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Sempra
SRE

Overview Fund Activity

984 hedge funds and large institutions have $39.4B invested in Sempra in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 364 increasing their positions, 318 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
984
Holders Change
+10
Holders Change %
+1.03%
% of All Funds
15.52%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
93
Increased
364
Reduced
318
Closed
76
Calls
$66.4M
Puts
$63.4M
Net Calls
+$3.03M
Net Calls Change
+$800K

Top Buyers

1
Capital International Investors
Capital International Investors
California
$4B
2
Citadel Advisors
Citadel Advisors
Florida
$224M
3
Macquarie Group
Macquarie Group
Australia
$188M
4
Morgan Stanley
Morgan Stanley
New York
$748M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
$196M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$812M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$298M
3
BG
Bahl & Gaynor
Ohio
$287M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$206M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
801
Baldwin Wealth Partners
Massachusetts
$119K -$7.86K -108 -6%
CPA
802
Cowen Prime Advisors
New York
$116K – – –
TFGT
803
TS Financial Group (TSFG)
Illinois
$116K +$99.3K +1,366 +594%
GWS
804
Glassman Wealth Services
Virginia
$114K +$24.6K +338 +28%
SIS
805
Sound Income Strategies
Florida
$111K -$4.8K -66 -4%
FCB
806
First Command Bank
Texas
$111K – – –
FCFS
807
First Command Financial Services
Texas
$111K – – –
MAWCM
808
Mine & Arao Wealth Creation & Management
California
$109K – – –
JFG
809
JDM Financial Group
Texas
$102K – – –
RBC
810
Roble Belko & Company
Pennsylvania
$101K – – –
CFO
811
CVA Family Office
Colorado
$101K -$5.24K -72 -5%
POIA
812
Pin Oak Investment Advisors
Texas
$93K – – –
CTWM
813
Cherry Tree Wealth Management
Minnesota
$91.6K +$91.6K +1,258 New
HCP
814
Hexagon Capital Partners
Arkansas
$91.4K +$50.5K +694 +123%
DI
815
Disciplined Investments
Oklahoma
$89.5K +$146 +2 +0.2%
BTI
816
Blue Trust Inc
Georgia
$88K -$41.4K -550 -32%
ATC
817
Adirondack Trust Company
New York
$87.2K -$44.7K -600 -34%
MCM
818
MV Capital Management
Maryland
$86.5K +$874 +12 +1%
LC
819
Lindbrook Capital
California
$86.2K -$21.7K -298 -20%
ST
820
Smithfield Trust
Pennsylvania
$86K – – –
M
821
MOTCO
Texas
$84K +$291 +4 +0.3%
IGWM
822
ICA Group Wealth Management
Colorado
$83.7K – – –
LS
823
Livforsakringsbolaget Skandia
Sweden
$82.1K – – –
WPWM
824
Western Pacific Wealth Management
Illinois
$81.2K – – –
JSAM
825
J. Safra Asset Management
New York
$80.1K – – –
31 32
33
34 35