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Sempra
SRE

Overview Fund Activity

976 hedge funds and large institutions have $36.9B invested in Sempra in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 375 increasing their positions, 337 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
976
Holders Change
-8
Holders Change %
-0.81%
% of All Funds
15.56%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
89
Increased
375
Reduced
337
Closed
83
Calls
$98.9M
Puts
$98.2M
Net Calls
+$700K
Net Calls Change
-$2.33M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$977M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$171M
3
Millennium Management
3
Millennium Management
New York
$116M
4
Bank of America
4
Bank of America
North Carolina
$695M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$569M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$529M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$161M
3
State Street
3
State Street
Massachusetts
$2.3B
4
Deutsche Bank
4
Deutsche Bank
Germany
$679M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$4.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
851
Archer Investment Corporation
Indiana
$47.6K – – –
TLA
852
Tanglewood Legacy Advisors
Texas
$47.6K – – –
CTB
853
Country Trust Bank
Illinois
$46.1K +$46.1K +678 New
GIA
854
GHP Investment Advisors
Colorado
$45.7K +$1.53K +22 +3%
EL
855
EMFO LLC
Florida
$44.9K – – –
CMP
856
Coston McIsaac & Partners
Maine
$43K +$202 +3 +0.5%
HCM
857
Horrell Capital Management
Arkansas
$41K – – –
RA
858
Rational Advisors
New York
$40.5K +$40.5K +595 New
BONH
859
Bank of New Hampshire
New Hampshire
$39.7K – – –
SOW
860
State of Wyoming
Wyoming
$39.5K +$26.8K +394 +212%
FCA
861
FinTrust Capital Advisors
South Carolina
$39.3K – – –
CWP
862
Concord Wealth Partners
Virginia
$38.4K +$17K +250 +80%
BF
863
BOK Financial
Oklahoma
$38.2K -$1.54K -22 -4%
JWM
864
Janiczek Wealth Management
Colorado
$38K – – –
SWA
865
SOA Wealth Advisors
New York
$33.9K – – –
CAL
866
Capital Analysts LLC
Pennsylvania
$32K – – –
EWM
867
Evermay Wealth Management
Virginia
$31.4K – – –
CAL
868
Capital Advisors Ltd
Ohio
$31K +$605 +9 +2%
AF
869
Advisornet Financial
Minnesota
$30.3K -$13.3K -196 -31%
FMII
870
Farmers & Merchants Investments Inc
Nebraska
$29.7K -$12.9K -190 -30%
SWM
871
Spire Wealth Management
Virginia
$28K -$2.18K -32 -7%
WAM
872
Wolverine Asset Management
Illinois
$27.2K – – –
MMG
873
Monetary Management Group
Missouri
$27.2K – – –
GWM
874
Geneos Wealth Management
Colorado
$27.1K +$2.45K +36 +10%
EIM
875
Essex Investment Management
Massachusetts
$26.5K – – –
33 34
35
36 37