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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.

59 hedge funds and large institutions have $1.62B invested in Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

4% more funds holding

Funds holding: 5759 (+2)

5% less capital invested

Capital invested by funds: $1.71B → $1.62B (-$89M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 22

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
9
Increased
14
Reduced
22
Closed
7
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
$418M -$211K -2,096 -0%
CAM
2
Camden Asset Management
California
$181M +$13.2M +131,108 +7%
BlackRock
3
BlackRock
New York
$170M -$22.1M -219,055 -11%
Capital International Investors
4
Capital International Investors
California
$145M +$33.1M +328,079 +27%
Allianz Asset Management
5
Allianz Asset Management
Germany
$131M
Franklin Resources
6
Franklin Resources
California
$129M +$25.2M +250,000 +23%
State Street
7
State Street
Massachusetts
$43.7M -$10.2M -101,000 -18%
Calamos Advisors
8
Calamos Advisors
Illinois
$37M -$100K -991 -0.3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$33M -$13M -129,000 -27%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25M -$4.55M -45,079 -15%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$23.9M -$6.11M -60,549 -19%
Invesco
12
Invesco
Georgia
$19.1M +$3.24M +32,100 +19%
Jennison Associates
13
Jennison Associates
New York
$18.8M -$960K -9,516 -5%
CI Investments Inc
14
CI Investments Inc
Ontario, Canada
$18.5M
VanEck Associates
15
VanEck Associates
New York
$16.9M -$1.27M -12,585 -7%
Wells Fargo
16
Wells Fargo
California
$16.2M +$2.35M +23,300 +16%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$14.2M +$15.1M +149,206 New
WAM
18
Wolverine Asset Management
Illinois
$13.8M -$2.82M -27,937 -16%
Ameriprise
19
Ameriprise
Minnesota
$12.6M -$7.06M -70,000 -35%
ClearBridge Investments
20
ClearBridge Investments
New York
$11.7M -$225K -2,230 -2%
SIM
21
SSI Investment Management
California
$11.6M +$75.7K +750 +0.6%
OTC
22
Opera Trading Capital
France
$11M -$3.03M -30,000 -21%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$9.19M +$7.94M +78,713 +439%
JP Morgan Chase
24
JP Morgan Chase
New York
$8.73M +$7.29M +72,288 +371%
PI
25
Putnam Investments
Massachusetts
$8.25M

SRE.PRA Hedge Fund Activity: Q4 2018 in Review

59 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A (SRE.PRA) for Q4 2018, worth a combined $1.62B — down 5.2% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SRE.PRA positions and 7 closed out — a net gain of 2 holders — while 14 added to existing stakes and 22 trimmed.

The largest buyer was Capital International Investors, adding an estimated $33.1M. The largest seller was BlackRock, cutting an estimated $22.1M.

  • 59 institutional investors held Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A (SRE.PRA) as of Q4 2018, up from 57 in Q3 2018.
  • Funds reported $1.62B of Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A stock for Q4 2018, down 5.2% quarter-over-quarter.
  • 9 funds opened new Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A positions in Q4 2018 and 7 closed out, a net change of +2 holders.
  • The largest Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A buyer in Q4 2018 was Capital International Investors, an estimated $33.1M added.
  • The largest Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A seller in Q4 2018 was BlackRock, an estimated $22.1M sold.

Based on aggregated 13F filings for Q4 2018.