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Sempra
SRE

Overview Fund Activity

1,092 hedge funds and large institutions have $46.8B invested in Sempra in 2024 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 432 increasing their positions, 330 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
+64
Holders Change %
+6.23%
% of All Funds
15.8%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
140
Increased
432
Reduced
330
Closed
62
Calls
$61M
Puts
$37.7M
Net Calls
+$23.3M
Net Calls Change
-$38.1M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$198M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.59B
3
State Street
3
State Street
Massachusetts
$2.77B
4
DZ Bank
4
DZ Bank
Germany
$851M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$614M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$4.17B
2
Cohen & Steers
2
Cohen & Steers
New York
$48.3M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$417M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$42.9M
5
BlackRock
5
BlackRock
New York
$5.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
HWP
1051
Highline Wealth Partners
California
$5.5K +$1.42K +17 +35%
ECM
1052
Estabrook Capital Management
New York
$5.35K – – –
FPF
1053
First Pacific Financial
Washington
$4.52K -$4.02K -48 -47%
TFM
1054
TFC Financial Management
Massachusetts
$4.35K – – –
OSNBOA
1055
Old Second National Bank of Aurora
Illinois
$4.35K – – –
MWA
1056
MFA Wealth Advisors
Pennsylvania
$4.18K – – –
GWSA
1057
Global Wealth Strategies & Associates
Colorado
$4.18K – – –
HF
1058
Halpern Financial
Virginia
$4.17K – – –
Kayne Anderson Rudnick Investment Management
1059
Kayne Anderson Rudnick Investment Management
California
$4.1K – – –
CWC
1060
Carolinas Wealth Consulting
North Carolina
$4.04K +$1.26K +15 +45%
PCM
1061
Penserra Capital Management
California
$4K +$222 +3 +6%
HFM
1062
Hartford Financial Management
Connecticut
$3.93K – – –
CCA
1063
Criterion Capital Advisors
Tennessee
$3.65K – – –
PPA
1064
Painted Porch Advisors
California
$3.51K – – –
PFG
1065
Peterson Financial Group
Iowa
$3.24K +$3.24K +39 New
TC
1066
Truvestments Capital
Florida
$2.64K +$2.64K +32 New
SIC
1067
SJS Investment Consulting
Ohio
$2.43K – – –
VAMG
1068
Voisard Asset Management Group
Michigan
$2.34K +$669 +8 +40%
FG
1069
Fairman Group
Pennsylvania
$2.19K – – –
PCWA
1070
Pacific Capital Wealth Advisors
California
$2.17K -$12.9K -154 -86%
CAM
1071
Creekmur Asset Management
Illinois
$2.17K – – –
TWD
1072
True Wealth Design
Ohio
$1.59K – – –
IHWM
1073
Iron Horse Wealth Management
Iowa
$1.51K – – –
WB
1074
Webster Bank
Connecticut
$1.51K – – –
FNWA
1075
Financial Network Wealth Advisors
Utah
$1.51K +$669 +8 +80%
41 42
43
44 45