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Sempra
SRE

Overview Fund Activity

1,028 hedge funds and large institutions have $43.4B invested in Sempra in 2024 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 409 increasing their positions, 354 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
-7
Holders Change %
-0.68%
% of All Funds
14.95%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
100
Increased
409
Reduced
354
Closed
90
Calls
$88.4M
Puts
$27M
Net Calls
+$61.4M
Net Calls Change
+$24.7M

Top Buyers

1
DZ Bank
1
DZ Bank
Germany
$695M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.6B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.77B
4
Capital International Investors
4
Capital International Investors
California
$4.11B
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$91.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.32B
2
Millennium Management
2
Millennium Management
New York
$106M
3
Norges Bank
3
Norges Bank
Norway
$979M
4
Squarepoint
4
Squarepoint
New York
$1.3M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$3.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
1001
MFA Wealth Advisors
Pennsylvania
$3.8K +$3.8K +50 New
HWP
1002
Highline Wealth Partners
California
$3.76K +$383 +5 +11%
Kayne Anderson Rudnick Investment Management
1003
Kayne Anderson Rudnick Investment Management
California
$3.73K -$1.52K -20 -29%
CCA
1004
Criterion Capital Advisors
Tennessee
$3.65K – – –
HFM
1005
Hartford Financial Management
Connecticut
$3.58K -$685 -9 -16%
PPA
1006
Painted Porch Advisors
California
$3.2K +$3.2K +42 New
DP
1007
Denver PWM
Colorado
$3.04K +$3.04K +40 New
CWC
1008
Carolinas Wealth Consulting
North Carolina
$2.51K – – –
SIC
1009
SJS Investment Consulting
Ohio
$2.21K – – –
UWS
1010
Unique Wealth Strategies
Illinois
$2.16K +$2.16K +30 New
FG
1011
Fairman Group
Pennsylvania
$1.99K – – –
CAM
1012
Creekmur Asset Management
Illinois
$1.98K +$1.98K +26 New
ARC
1013
Advisor Resource Council
Texas
$1.86K +$45 +597 +3%
ECM
1014
Everence Capital Management
Indiana
$1.85K – – –
VAMG
1015
Voisard Asset Management Group
Michigan
$1.52K – – –
TWD
1016
True Wealth Design
Ohio
$1.45K +$381 +5 +36%
WB
1017
Webster Bank
Connecticut
$1.37K -$5.1K -67 -79%
IHWM
1018
Iron Horse Wealth Management
Iowa
$1.37K – – –
ACA
1019
Atlas Capital Advisors
Wyoming
$1.07K – – –
SFCL
1020
Strengthening Families & Communities LLC
Massachusetts
$1K +$1K +7 New
WWM
1021
Wolff Wiese Magana
California
$761 – – –
TCG
1022
Transcendent Capital Group
Oklahoma
$761 +$761 +10 New
FNWA
1023
Financial Network Wealth Advisors
Utah
$761 +$761 +10 New
WA
1024
WestEnd Advisors
North Carolina
$685 -$76 -1 -10%
BAM
1025
Belpointe Asset Management
Nevada
$675 +$675 +9 New
39 40
41
42 43