Sempra
SRE
1,039 hedge funds and large institutions have $43B invested in Sempra in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 361 increasing their positions, 362 reducing their positions, and 84 closing their positions.
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: $93.8M
17% more capital invested
Capital invested by funds: $36.9B → $43B (+$6.12B)
6% more funds holding
Funds holding: 983 → 1,039 (+56)
5.24% more ownership
Funds ownership: 86.22% → 91.46% (+5.2%)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
0% less repeat investments, than reductions
Existing positions increased: 361 | Existing positions reduced: 362
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$813M |
| 2 |
Neuberger Berman Group
New York
|
+$642M |
| 3 |
BlackRock
New York
|
+$381M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$320M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$209M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$152M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$102M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$92.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$68M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$62.4M |
SRE Hedge Fund Activity: Q4 2023 in Review
1,039 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q4 2023, worth a combined $43B — up 17% 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 362 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $813M. 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 $43B of Sempra stock for Q4 2023, up 17% 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 $813M added.
- The largest Sempra seller in Q4 2023 was Norges Bank, an estimated $152M sold.
Based on aggregated 13F filings for Q4 2023.