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SRE.PRA

Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A

Delisted

SRE.PRA was delisted on the 14th of January, 2021.

57 hedge funds and large institutions have $1.71B invested in Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

4% more capital invested

Capital invested by funds: $1.63B → $1.71B (+$73.2M)

0% more funds holding

Funds holding: 5757 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
57
Holders Change
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
8
Increased
17
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$438M -$108M -1,051,499 -19%
BlackRock
2
BlackRock
New York
$202M +$30.3M +295,969 +17%
CAM
3
Camden Asset Management
California
$176M +$80.9M +788,616 +82%
Allianz Asset Management
4
Allianz Asset Management
Germany
$139M +$25.9M +252,200 +22%
Capital International Investors
5
Capital International Investors
California
$121M +$22M +214,542 +22%
Franklin Resources
6
Franklin Resources
California
$111M +$51.3M +500,200 +83%
State Street
7
State Street
Massachusetts
$55.6M +$4M +39,000 +8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$47.5M -$15.1M -147,000 -24%
Calamos Advisors
9
Calamos Advisors
Illinois
$39.3M +$86.1K +840 +0.2%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$31.4M
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31M -$23.4M -228,020 -43%
Jennison Associates
12
Jennison Associates
New York
$20.9M -$75.2K -733 -0.4%
Ameriprise
13
Ameriprise
Minnesota
$20.3M -$3M -29,300 -13%
CI Investments Inc
14
CI Investments Inc
Ontario, Canada
$19.6M +$468K +4,560 +2%
VanEck Associates
15
VanEck Associates
New York
$19.2M +$1.35M +13,202 +7%
CS
16
Credit Suisse
Switzerland
$18.7M -$4.87M -47,520 -20%
WAM
17
Wolverine Asset Management
Illinois
$17.3M +$15M +145,910 +585%
Invesco
18
Invesco
Georgia
$17.1M +$1.54M +15,000 +10%
Morgan Stanley
19
Morgan Stanley
New York
$16.4M -$5.84M -57,000 -26%
OCM
20
Oaktree Capital Management
California
$15.4M -$7.45M -72,660 -32%
Wells Fargo
21
Wells Fargo
California
$14.9M -$4.61M -45,000 -23%
OTC
22
Opera Trading Capital
France
$14.6M -$103K -1,000 -0.7%
ClearBridge Investments
23
ClearBridge Investments
New York
$12.6M -$2.13M -20,780 -14%
SIM
24
SSI Investment Management
California
$12.1M +$12.3M +119,905 New
Bank of America
25
Bank of America
North Carolina
$9.48M +$3.83M +37,386 +66%

SRE.PRA Hedge Fund Activity: Q3 2018 in Review

57 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A (SRE.PRA) for Q3 2018, worth a combined $1.71B — up 4.5% from $1.63B a quarter earlier.

Fund positioning in SRE.PRA was balanced in Q3 2018: 8 funds opened new positions, 8 closed out, 17 added to existing stakes and 19 trimmed.

The largest buyer was Camden Asset Management, adding an estimated $80.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $108M.

  • 57 institutional investors held Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A (SRE.PRA) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $1.71B of Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A stock for Q3 2018, up 4.5% quarter-over-quarter.
  • 8 funds opened new Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A positions in Q3 2018 and 8 closed out, a net change of 0 holders.
  • The largest Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A buyer in Q3 2018 was Camden Asset Management, an estimated $80.9M added.
  • The largest Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A seller in Q3 2018 was T. Rowe Price Associates, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2018.