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Sempra
SRE

Overview Fund Activity

975 hedge funds and large institutions have $36.9B invested in Sempra in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 375 increasing their positions, 337 reducing their positions, and 83 closing their positions.

Holders
975
Holders Change
-9
Holders Change %
-0.91%
% of All Funds
15.55%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
88
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 Market Value Shares Shares
Change 		Shares
Change %
CFD
951
Creative Financial Designs
Indiana
$2.59K 38 – –
CWC
952
Carolinas Wealth Consulting
North Carolina
$1.96K 28 – –
AWA
953
Authentikos Wealth Advisory
California
$1.77K 26 +26 New
TFM
954
TFC Financial Management
Massachusetts
$1.5K 22 -10 -31%
SIC
955
SJS Investment Consulting
Ohio
$1.5K 22 +6 +38%
AP
956
Arlington Partners
Alabama
$1.23K 18 – –
IHWM
957
Iron Horse Wealth Management
Iowa
$1.23K 18 +18 New
AT
958
Arlington Trust
Alabama
$1.23K 18 +18 New
PCTC
959
Perkins Coie Trust Company
Washington
$1.22K 18 +18 New
ECM
960
Everence Capital Management
Indiana
$1.18K 17,326 -12,520 -42%
NC
961
NewSquare Capital
Pennsylvania
$1.09K 16 – –
WA
962
WestEnd Advisors
North Carolina
$1.09K 16 +16 New
LFA
963
LGT Financial Advisors
Texas
$1.09K 16 +16 New
ACA
964
Atlas Capital Advisors
Wyoming
$952 14 – –
GWSG
965
GPS Wealth Strategies Group
Colorado
$816 12 – –
TWD
966
True Wealth Design
Ohio
$545 8 – –
FSWA
967
Financial Synergies Wealth Advisors
Texas
$545 8 – –
MIM
968
Macroview Investment Management
Maryland
$545 8 +8 New
OLVIG
969
Oliver Lagore Vanvalin Investment Group
Michigan
$408 6 – –
VAG
970
VisionPoint Advisory Group
Texas
$408 6 +6 New
WWM
971
Wolff Wiese Magana
California
$341 5 -69 -93%
GJIA
972
Glass Jacobson Investment Advisors
Maryland
$273 4 – –
WB
973
Webster Bank
Connecticut
$272 4 – –
TWP
974
TFO Wealth Partners
Ohio
$146 1 -1 -50%
Qube Research & Technologies (QRT)
975
Qube Research & Technologies (QRT)
United Kingdom
– – -492,714 Closed
37 38
39
40 41