1,092 hedge funds and large institutions have $46.8B invested in Sempra in 2024 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 432 increasing their positions, 330 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
+64
Holders Change %
+6.23%
% of All Funds
15.79%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
140
Increased
432
Reduced
330
Closed
62
Calls
$61M
Puts
$37.7M
Net Calls
+$23.3M
Net Calls Change
-$38.1M
Name Holding Trade Value Shares
Change
Shares
Change %
DWT
801
Dorsey & Whitney Trust
South Dakota
$237K +$237K +2,828 New
BCM
802
Brookstone Capital Management
Illinois
$236K -$12.2K -146 -5%
EE
803
EWG Elevate
California
$236K +$836 +10 +0.4%
EWM
804
Evercore Wealth Management
New York
$236K
RRCM
805
Rappaport Reiches Capital Management
Illinois
$235K +$167 +2 +0.1%
LFAS
806
Level Four Advisory Services
Texas
$235K +$14.5K +174 +7%
GCM
807
Gallacher Capital Management
Colorado
$234K
HCM
808
Howland Capital Management
Massachusetts
$234K +$4.72K +56 +2%
FA
809
FC Advisory
Pennsylvania
$234K +$1.92K +23 +0.8%
PG
810
Patten Group
Tennessee
$234K -$77.1K -922 -25%
EP
811
Edgestream Partners
New Jersey
$233K -$3.6K -43 -2%
VT
812
Vise Technologies
New York
$232K +$232K +2,776 New
Kovitz Investment Group Partners
813
Kovitz Investment Group Partners
Illinois
$232K +$232K +8,070 New
CAGAS
814
Capital Advisory Group Advisory Services
Minnesota
$231K +$1.67K +20 +0.7%
DFA
815
Davies Financial Advisors
California
$231K +$167 +2 +0.1%
NCTC
816
New Covenant Trust Company
Indiana
$231K
FWM
817
Fortress Wealth Management
California
$230K +$586 +7 +0.3%
Walleye Capital
818
Walleye Capital
New York
$230K -$699K -8,354 -75%
SIM
819
Sentry Investment Management
Wisconsin
$229K
BAG
820
Bridgewealth Advisory Group
California
$228K +$228K +2,721 New
MA
821
Montag & Associates
Georgia
$227K
NSAM
822
North Star Asset Management
Wisconsin
$227K -$836 -10 -0.4%
6F
823
626 Financial
Michigan
$226K +$1.84K +22 +0.8%
LA
824
LVW Advisors
New York
$226K +$226K +2,698 New
FIB
825
First Interstate Bank
Montana
$224K