Sempra
983 hedge funds and large institutions have $36.9B invested in Sempra in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 379 increasing their positions, 338 reducing their positions, and 83 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
12% more repeat investments, than reductions
Existing positions increased: 379 | Existing positions reduced: 338
7% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 83
1% more call options, than puts
Call options by funds: $98.9M | Put options by funds: $98.2M
1% less funds holding
Funds holding: 991 → 983 (-8)
6% less capital invested
Capital invested by funds: $39.4B → $36.9B (-$2.48B)
85.77% less ownership
Funds ownership: 171.98% → 86.22% (-86%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$197M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$146M |
| 3 |
Millennium Management
New York
|
+$101M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$99.9M |
| 5 |
Neuberger Berman Group
New York
|
+$58.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$243M |
| 2 |
JP Morgan Chase
New York
|
-$124M |
| 3 |
State Street
Boston,
Massachusetts
|
-$104M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$71.5M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$62.2M |
SRE Hedge Fund Activity: Q3 2023 in Review
983 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q3 2023, worth a combined $36.9B — down 6.3% from $39.4B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new SRE positions and 83 closed out — a net gain of 6 holders — while 379 added to existing stakes and 338 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $197M. The largest seller was T. Rowe Price Associates, cutting an estimated $243M.
- 983 institutional investors held Sempra (SRE) as of Q3 2023, down from 991 in Q2 2023.
- Funds reported $36.9B of Sempra stock for Q3 2023, down 6.3% quarter-over-quarter.
- 89 funds opened new Sempra positions in Q3 2023 and 83 closed out, a net change of +6 holders.
- The largest Sempra buyer in Q3 2023 was Fidelity Investments, an estimated $197M added.
- The largest Sempra seller in Q3 2023 was T. Rowe Price Associates, an estimated $243M sold.
Based on aggregated 13F filings for Q3 2023.