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Sempra
SRE

1,039 hedge funds and large institutions have $44B invested in Sempra in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 361 increasing their positions, 363 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 84

21% more call options, than puts

Call options by funds: $114M | Put options by funds: $93.7M

19% more capital invested

Capital invested by funds: $36.9B → $44B (+$7.1B)

7.31% more ownership

Funds ownership: 86.22% → 93.53% (+7.3%)

6% more funds holding

Funds holding: 983 → 1,039 (+56)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

1% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 363

Holders
1,039
Holders Change
+56
Holders Change %
+5.7%
% of All Funds
15.15%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
156
Increased
361
Reduced
363
Closed
84
Calls
$114M
Puts
$93.7M
Net Calls
+$20.1M
Net Calls Change
+$19.4M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.36B
2
BlackRock
BlackRock
New York
+$381M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$320M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$209M
5
Barclays
Barclays
United Kingdom
+$125M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$152M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$102M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$92.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$68M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$62.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1001
Global Financial Private Client
Florida
$4.48K – – –
HWM
1002
HighMark Wealth Management
Minnesota
$4.26K – – –
SWM
1003
Sugarloaf Wealth Management
Georgia
$4.18K – – –
OSNBOA
1004
Old Second National Bank of Aurora
Illinois
$3.89K – – –
TFM
1005
TFC Financial Management
Massachusetts
$3.89K +$2.15K +30 +136%
KWAG
1006
Kiely Wealth Advisory Group
North Carolina
$3.84K +$3.86K +54 New
HFM
1007
Hartford Financial Management
Connecticut
$3.81K +$572 +8 +19%
HF
1008
Halpern Financial
Virginia
$3.8K +$3.58K +50 New
GWSA
1009
Global Wealth Strategies & Associates
Colorado
$3.74K – – –
CCA
1010
Criterion Capital Advisors
Tennessee
$3.59K +$3.43K +48 New
PCMC
1011
Planning Capital Management Corporation
Pennsylvania
$3.44K +$3.29K +46 New
HWP
1012
Highline Wealth Partners
California
$3.29K – – –
VNIM
1013
Vaughan Nelson Investment Management
Texas
$3K +$2.5K +35 New
DF
1014
Dunhill Financial
United Kingdom
$2.99K +$2.86K +40 New
CFD
1015
Creative Financial Designs
Indiana
$2.84K – – –
S
1016
Sachetta
Massachusetts
$2.77K +$2.65K +37 New
WB
1017
Webster Bank
Connecticut
$2.32K +$1.93K +27 +675%
CWC
1018
Carolinas Wealth Consulting
North Carolina
$2.11K – – –
FG
1019
Fairman Group
Pennsylvania
$1.96K +$1.86K +26 New
SIC
1020
SJS Investment Consulting
Ohio
$1.94K +$286 +4 +18%
PCWA
1021
Pacific Capital Wealth Advisors
California
$1.94K +$1.86K +26 New
RS
1022
Rakuten Securities
Japan
$1.94K +$1.86K +26 New
FRA
1023
Frank Rimerman Advisors
California
$1.79K +$1.72K +24 New
MBFW
1024
Morton Brown Family Wealth
Pennsylvania
$1.57K +$1.5K +21 New
VAMG
1025
Voisard Asset Management Group
Michigan
$1.5K +$1.43K +20 New
39 40
41
42 43

SRE Hedge Fund Activity: Q4 2023 in Review

1,039 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q4 2023, worth a combined $44B — up 19% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new SRE positions and 84 closed out — a net gain of 72 holders — while 361 added to existing stakes and 363 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.36B. The largest seller was Norges Bank, cutting an estimated $152M.

  • 1,039 institutional investors held Sempra (SRE) as of Q4 2023, up from 983 in Q3 2023.
  • Funds reported $44B of Sempra stock for Q4 2023, up 19% quarter-over-quarter.
  • 156 funds opened new Sempra positions in Q4 2023 and 84 closed out, a net change of +72 holders.
  • The largest Sempra buyer in Q4 2023 was Morgan Stanley, an estimated $2.36B added.
  • The largest Sempra seller in Q4 2023 was Norges Bank, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2023.