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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 %
NECFA
901
New England Capital Financial Advisors
Connecticut
$14.6K +$146 +2 +1%
RAM
902
Riggs Asset Management
Pennsylvania
$14.6K -$14.6K -200 -50%
WT
903
Washington Trust
Rhode Island
$14.6K – – –
BIA
904
Bell Investment Advisors
California
$14.6K +$874 +12 +6%
NCM
905
Northwest Capital Management
Oregon
$14.4K +$14.4K +198 New
BC
906
Bartlett & Co
Ohio
$14K – – –
BCWM
907
Bartlett & Co Wealth Management
Ohio
$13.7K – – –
SOW
908
State of Wyoming
Wyoming
$13.5K +$3.49K +48 +35%
CB
909
CNB Bank
Pennsylvania
$13.2K – – –
GKIM
910
GW&K Investment Management
Massachusetts
$13K +$13K +180 New
AI
911
AXS Investments
New York
$13K -$8.01K -110 -38%
GEA
912
Glen Eagle Advisors
New Jersey
$12.4K +$144 +2 +1%
Jones Financial Companies
913
Jones Financial Companies
Missouri
$12.4K -$28.2K -388 -70%
JWA
914
JFS Wealth Advisors
Pennsylvania
$12.1K – – –
PO
915
Private Ocean
California
$12.1K +$12.1K +166 New
AA
916
Ancora Advisors
Ohio
$11.8K -$437 -6 -4%
MCM
917
Manchester Capital Management
Vermont
$11.6K – – –
VCM
918
Versant Capital Management
Arizona
$11.6K – – –
CWM
919
CarsonAllaria Wealth Management
Illinois
$11.2K – – –
FPFS
920
First Personal Financial Services
North Carolina
$11.1K – – –
AT
921
Avalon Trust
New Mexico
$10.9K – – –
DSC
922
Duncker Streett & Co
Missouri
$10.9K – – –
FCAG
923
First Capital Advisors Group
New Jersey
$10.2K +$10.2K +140 New
CFS
924
CGC Financial Services
Oregon
$10K +$10K +138 New
AWM
925
Abound Wealth Management
Tennessee
$9.92K +$3.06K +42 +45%
35 36
37
38 39