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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 %
DC
1001
Davenport & Co
Virginia
– -$451K -5,960 Closed
LCWP
1002
Legacy Capital Wealth Partners
Arkansas
– -$439K -5,806 Closed
IWM
1003
Iams Wealth Management
Nebraska
– -$429K -5,740 Closed
PCOC
1004
Power Corp of Canada
Canada
– -$398K -5,580 Closed
AWE
1005
Avidian Wealth Enterprises
Texas
– -$421K -5,570 Closed
DPI
1006
Diversified Portfolios Inc
Michigan
– -$416K -5,510 Closed
B
1007
Bellecapital
Switzerland
– -$405K -5,352 Closed
PWAG
1008
Polaris Wealth Advisory Group
California
– -$390K -5,158 Closed
Skandinaviska Enskilda Banken (SEB)
1009
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$376K -4,972 Closed
WA
1010
Wealthstar Advisors
Texas
– -$347K -4,596 Closed
OCM
1011
One Capital Management
California
– -$334K -4,420 Closed
KTA
1012
Keeley-Teton Advisors
Illinois
– -$332K -4,388 Closed
CRWM
1013
Castle Rock Wealth Management
California
– -$325K -4,174 Closed
VFA
1014
Valeo Financial Advisors
Indiana
– -$309K -4,086 Closed
KIM
1015
Karpus Investment Management
New York
– -$302K -4,000 Closed
TWA
1016
TCI Wealth Advisors
Arizona
– -$296K -3,914 Closed
M
1017
Mirova
France
– -$291K -3,850 Closed
CAGAS
1018
Capital Advisory Group Advisory Services
Minnesota
– -$281K -3,712 Closed
SCM
1019
Stevens Capital Management
Pennsylvania
– -$276K -3,658 Closed
WAM
1020
Wilsey Asset Management
California
– -$276K -3,652 Closed
LOAMS
1021
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$265K -3,512 Closed
CC
1022
Centiva Capital
New York
– -$257K -3,404 Closed
NP
1023
NorthRock Partners
Minnesota
– -$242K -3,204 Closed
IDA
1024
Intelligence Driven Advisers
California
– -$232K -3,028 Closed
HP
1025
Hilltop Partners
Indiana
– -$229K -3,028 Closed
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