We are live on ! Find out more
SRE icon

Sempra
SRE

1,039 hedge funds and large institutions have $44B invested in Sempra in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 361 increasing their positions, 363 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 84

21% more call options, than puts

Call options by funds: $114M | Put options by funds: $93.7M

19% more capital invested

Capital invested by funds: $36.9B → $44B (+$7.1B)

7.31% more ownership

Funds ownership: 86.22% → 93.53% (+7.3%)

6% more funds holding

Funds holding: 983 → 1,039 (+56)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

1% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 363

Holders
1,039
Holders Change
+56
Holders Change %
+5.7%
% of All Funds
15.15%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
156
Increased
361
Reduced
363
Closed
84
Calls
$114M
Puts
$93.7M
Net Calls
+$20.1M
Net Calls Change
+$19.4M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.36B
2
BlackRock
BlackRock
New York
+$381M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$320M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$209M
5
Barclays
Barclays
United Kingdom
+$125M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$152M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$102M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$92.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$68M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$62.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
826
SRH Advisors
Kansas
$155K – – –
ME
827
McIlrath & Eck
Washington
$154K -$2.43K -34 -2%
HWA
828
Heritage Wealth Advisors
Virginia
$153K – – –
RFA
829
Resurgent Financial Advisors
Georgia
$151K -$3.22K -45 -2%
PIM
830
Platinum Investment Management
Australia
$150K +$143K +2,005 New
NRG
831
Nemes Rush Group
Michigan
$149K – – –
NMG
832
New Millennium Group
Utah
$141K -$2.36K -33 -2%
Federated Hermes
833
Federated Hermes
Pennsylvania
$138K -$2.72K -38 -2%
TSW
834
Thompson Siegel & Walmsley
Virginia
$138K – – –
CCMI
835
Creative Capital Management Investments
California
$136K – – –
AA
836
Alta Advisers
United Kingdom
$135K – – –
WTA
837
Washington Trust Advisors
Massachusetts
$134K – – –
MA
838
MCF Advisors
Kentucky
$124K -$1.43K -20 -1%
GWS
839
Glassman Wealth Services
Virginia
$124K +$2.93K +41 +3%
FDCP
840
Foster Dykema Cabot & Partners
Massachusetts
$124K +$117K +1,642 New
BWP
841
Baldwin Wealth Partners
Massachusetts
$122K – – –
T
842
Tidemark
California
$122K +$116K +1,627 New
WPWM
843
Western Pacific Wealth Management
Illinois
$120K +$17.7K +247 +18%
TFGT
844
TS Financial Group (TSFG)
Illinois
$119K – – –
WBC
845
West Branch Capital
Massachusetts
$118K -$50.1K -700 -31%
TWC
846
TD Waterhouse Canada
Ontario, Canada
$117K -$4.68M -65,465 -98%
RIM
847
Rakuten Investment Management
Japan
$116K +$111K +1,556 New
CAC
848
Core Alternative Capital
Georgia
$114K – – –
FCAS
849
First Command Advisory Services
Texas
$114K – – –
HCP
850
Hexagon Capital Partners
Arkansas
$112K +$12.4K +173 +13%
32 33
34
35 36

SRE Hedge Fund Activity: Q4 2023 in Review

1,039 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q4 2023, worth a combined $44B — up 19% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new SRE positions and 84 closed out — a net gain of 72 holders — while 361 added to existing stakes and 363 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.36B. The largest seller was Norges Bank, cutting an estimated $152M.

  • 1,039 institutional investors held Sempra (SRE) as of Q4 2023, up from 983 in Q3 2023.
  • Funds reported $44B of Sempra stock for Q4 2023, up 19% quarter-over-quarter.
  • 156 funds opened new Sempra positions in Q4 2023 and 84 closed out, a net change of +72 holders.
  • The largest Sempra buyer in Q4 2023 was Morgan Stanley, an estimated $2.36B added.
  • The largest Sempra seller in Q4 2023 was Norges Bank, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2023.