1,035 hedge funds and large institutions have $40.5B invested in Sempra in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 377 increasing their positions, 368 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,035
Holders Change
+4
Holders Change %
+0.39%
% of All Funds
15%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
108
Increased
377
Reduced
368
Closed
93
Calls
$80.7M
Puts
$44M
Net Calls
+$36.7M
Net Calls Change
+$16.6M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
1076
Valeo Financial Advisors
Indiana
-$288K -3,858 Closed
DT
1077
Diversified Trust
Tennessee
-$271K -3,630 Closed
TWM
1078
TriaGen Wealth Management
California
-$252K -3,374 Closed
6F
1079
626 Financial
Michigan
-$252K -3,373 Closed
SIA
1080
Schechter Investment Advisors
Michigan
-$235K -3,140 Closed
KW
1081
KWB Wealth
California
-$229K -3,070 Closed
RWM
1082
RBA Wealth Management
California
-$227K -3,035 Closed
CIC
1083
Carnegie Investment Counsel
Ohio
-$227K -3,034 Closed
MMA
1084
Mizuho Markets Americas
New York
-$227K -3,033 Closed
PA
1085
Pinnacle Associates
New York
-$222K -2,970 Closed
PCIG
1086
Partners Capital Investment Group
Massachusetts
-$220K -2,947 Closed
LFA
1087
Legacy Financial Advisors
Kentucky
-$217K -2,910 Closed
HCM
1088
Howland Capital Management
Massachusetts
-$217K -2,880 Closed
OFG
1089
Omega Financial Group
California
-$214K -2,858 Closed
PFM
1090
Phillips Financial Management
Indiana
-$207K -2,776 Closed
AG
1091
Algert Global
California
-$207K -2,767 Closed
OFS
1092
OneAscent Financial Services
Alabama
-$207K -2,765 Closed
CI
1093
CX Institutional
Indiana
-$206K -2,755 Closed
TWA
1094
TCI Wealth Advisors
Arizona
-$205K -2,744 Closed
FWM
1095
Fortress Wealth Management
California
-$205K -2,740 Closed
FA
1096
FC Advisory
Pennsylvania
-$204K -2,731 Closed
RCAG
1097
Rehmann Capital Advisory Group
Michigan
-$201K -2,695 Closed
FIB
1098
First Interstate Bank
Montana
-$200K -2,678 Closed
SIM
1099
Sandia Investment Management
Massachusetts
-$187K -2,500 Closed
OP
1100
ORG Partners
Indiana
-$179K -2,400 Closed