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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 %
PA
1026
Pinnacle Associates
New York
– -$229K -3,024 Closed
BAM
1027
Belpointe Asset Management
Nevada
– -$222K -2,936 Closed
BWP
1028
Balboa Wealth Partners
Arizona
– -$222K -2,932 Closed
AWA
1029
Arete Wealth Advisors
Illinois
– -$218K -2,890 Closed
JWCA
1030
J.W. Coons Advisors
Ohio
– -$209K -2,760 Closed
AT
1031
American Trust
Kentucky
– -$207K -2,744 Closed
THL
1032
Tillman Hartley LLC
Colorado
– -$207K -2,740 Closed
WI
1033
WrapManager Inc
California
– -$206K -2,724 Closed
PFM
1034
Phillips Financial Management
Indiana
– -$206K -2,722 Closed
FWM
1035
Fortress Wealth Management
California
– -$205K -2,710 Closed
NSAM
1036
North Star Asset Management
Wisconsin
– -$203K -2,690 Closed
TC
1037
Telemus Capital
Michigan
– -$202K -2,670 Closed
FPCP
1038
Fort Point Capital Partners
California
– -$201K -2,656 Closed
GFL
1039
Granite FO LLC
New Hampshire
– -$140K -1,804 Closed
IUHSA
1040
Itau Unibanco Holding S.A.
Brazil
– -$82.1K -1,086 Closed
OCM
1041
Orion Capital Management
California
– -$76.5K -1,012 Closed
EI
1042
Ellevest Inc
New York
– -$75.1K -994 Closed
TCWA
1043
Ten Capital Wealth Advisors
Washington
– -$54.6K -722 Closed
IAIM
1044
International Assets Investment Management
Florida
– -$52.6K -696 Closed
GFWA
1045
Grey Fox Wealth Advisors
Delaware
– -$45.7K -600 Closed
NHT
1046
New Hampshire Trust
New Hampshire
– -$36.1K -478 Closed
VFA
1047
Values First Advisors
Tennessee
– -$20.9K -278 Closed
CSPAM
1048
Cary Street Partners Asset Management
Virginia
– -$12.5K -166 Closed
CCP
1049
Carmel Capital Partners
California
– -$11K -146 Closed
SSC
1050
Syverson Strege & Co
Iowa
– -$7.41K -98 Closed
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