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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 %
WOC
926
West Oak Capital
California
$9.46K – – –
DJSG
927
D.J. St. Germain
Massachusetts
$9.46K +$9.46K +130 New
TJHA
928
Thomas J. Herzfeld Advisors
Florida
$9.32K – – –
AAG
929
Armstrong Advisory Group
Massachusetts
$8.45K – – –
HCM
930
Hollencrest Capital Management
California
$7.86K -$14.9K -204 -65%
ICM
931
Intrepid Capital Management
Florida
$7.72K +$7.72K +106 New
BLC
932
Brown, Lisle/Cummings
Rhode Island
$7.28K – – –
TAIM
933
TD Ameritrade Investment Management
Nebraska
$7K -$1.43K -20 -17%
HBW
934
Hazlett, Burt & Watson
West Virginia
$7K – – –
TWM
935
Tradition Wealth Management
Minnesota
$7K +$1.22K +16 +21%
RMC
936
Resources Management Corp
Connecticut
$7K +$7K +100 New
Allianz Asset Management
937
Allianz Asset Management
Germany
$5.81K +$194 +2,668 +3%
JFA
938
JNBA Financial Advisors
Minnesota
$5.68K -$1.31K -18 -19%
OPTFSNA
939
Old Point Trust & Financial Services N A
Virginia
$5.53K +$5.53K +76 New
WWM
940
Wolff Wiese Magana
California
$5.39K -$5.24K -72 -49%
LFA
941
Level Financial Advisors
New York
$5.1K +$5.1K +70 New
MFT
942
Moisand Fitzgerald Tamayo
Florida
$4.81K – – –
CSC
943
Caldwell Sutter Capital
California
$4.8K +$4.8K +66 New
ECM
944
Estabrook Capital Management
New York
$4.66K – – –
ANBT
945
American National Bank & Trust
Texas
$4.37K – – –
GFPC
946
Global Financial Private Client
Florida
$4.36K -$10.9K -150 -71%
SWM
947
Sugarloaf Wealth Management
Georgia
$4.08K – – –
KFP
948
KB Financial Partners
New Jersey
$4K – – –
HWM
949
HighMark Wealth Management
Minnesota
$3.93K -$1.31K -18 -25%
JFGIW
950
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.79K +$3.79K +52 New
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