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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 %
WWP
951
WR Wealth Planners
Missouri
$3.79K – – –
OSNBOA
952
Old Second National Bank of Aurora
Illinois
$3.79K – – –
GWSA
953
Global Wealth Strategies & Associates
Colorado
$3.64K – – –
HWP
954
Highline Wealth Partners
California
$3.2K – – –
RI
955
Ridgewood Investments
New Jersey
$3.06K – – –
AW
956
Avion Wealth
Texas
$3K +$1.13K +18 +60%
BG
957
Bollard Group
Massachusetts
$3K +$3K +40 New
CFD
958
Creative Financial Designs
Indiana
$2.77K – – –
HS
959
Horan Securities
United States
$2.48K – – –
TFM
960
TFC Financial Management
Massachusetts
$2.33K -$437 -6 -16%
CWC
961
Carolinas Wealth Consulting
North Carolina
$2.04K – – –
Kayne Anderson Rudnick Investment Management
962
Kayne Anderson Rudnick Investment Management
California
$2.04K +$2.04K +28 New
VF
963
VitalStone Financial
Texas
$2K +$2K +20 New
VNA
964
Valley National Advisers
Pennsylvania
$2K +$2K +20 New
SF
965
Safeguard Financial
Wisconsin
$2K +$2K +30 New
JGIA
966
Jackson Grant Investment Advisers
Connecticut
$1.75K – – –
RTL
967
Red Tortoise LLC
Georgia
$1.46K -$2.48K -34 -63%
AP
968
Arlington Partners
Alabama
$1.31K – – –
BWM
969
BerganKDV Wealth Management
Minnesota
$1.17K -$2.33K -32 -67%
NC
970
NewSquare Capital
Pennsylvania
$1.17K – – –
SIC
971
SJS Investment Consulting
Ohio
$1.17K +$146 +2 +14%
ACA
972
Atlas Capital Advisors
Wyoming
$1.02K – – –
2L
973
25 LLC
Missouri
$898 – – –
GWSG
974
GPS Wealth Strategies Group
Colorado
$874 – – –
FGAM
975
Financial Gravity Asset Management
Texas
$645 +$645 +292 New
37 38
39
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