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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.

63 hedge funds and large institutions have $1.8B invested in Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $1.62B → $1.8B (+$181M)

7% more funds holding

Funds holding: 5963 (+4)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
9
Increased
22
Reduced
24
Closed
4
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
$459M -$1.92M -18,741 -0.4%
Capital International Investors
2
Capital International Investors
California
$233M +$68.6M +671,359 +44%
BlackRock
3
BlackRock
New York
$179M -$9.45M -92,519 -5%
Franklin Resources
4
Franklin Resources
California
$139M -$4.04M -39,550 -3%
Allianz Asset Management
5
Allianz Asset Management
Germany
$135M -$10.2M -100,000 -7%
CAM
6
Camden Asset Management
California
$104M -$92.5M -905,000 -48%
State Street
7
State Street
Massachusetts
$45.8M -$1.89M -18,500 -4%
Calamos Advisors
8
Calamos Advisors
Illinois
$41.1M -$2.25K -22 -0%
ES
9
Equitec Specialists
Illinois
$29.2M +$24.2M +237,130 +601%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29M +$1.17M +11,479 +4%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$28.1M +$1.45M +14,237 +6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$24.9M -$11.1M -108,500 -32%
Invesco
13
Invesco
Georgia
$21.1M -$204K -2,000 -1%
Jennison Associates
14
Jennison Associates
New York
$20.4M -$463K -4,535 -2%
VanEck Associates
15
VanEck Associates
New York
$18.9M +$158K +1,550 +0.9%
CI Investments Inc
16
CI Investments Inc
Ontario, Canada
$18.3M -$2.17M -21,272 -11%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$18M +$17.4M +170,410 New
Wells Fargo
18
Wells Fargo
California
$17M -$968K -9,473 -6%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$15.5M -$224K -2,192 -1%
WAM
20
Wolverine Asset Management
Illinois
$14.8M -$392K -3,832 -3%
PI
21
Putnam Investments
Massachusetts
$14.2M +$4.92M +48,097 +56%
Ameriprise
22
Ameriprise
Minnesota
$13M -$828K -8,100 -6%
AA
23
AQR Arbitrage
Connecticut
$12.8M +$5.11M +50,000 +70%
ClearBridge Investments
24
ClearBridge Investments
New York
$12.8M -$184K -1,800 -1%
SIM
25
SSI Investment Management
California
$12.7M -$76.6K -750 -0.6%

SRE.PRA Hedge Fund Activity: Q1 2019 in Review

63 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A (SRE.PRA) for Q1 2019, worth a combined $1.8B — up 11% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SRE.PRA positions and 4 closed out — a net gain of 5 holders — while 22 added to existing stakes and 24 trimmed.

The largest buyer was Capital International Investors, adding an estimated $68.6M. The largest seller was Camden Asset Management, cutting an estimated $92.5M.

  • 63 institutional investors held Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A (SRE.PRA) as of Q1 2019, up from 59 in Q4 2018.
  • Funds reported $1.8B of Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A stock for Q1 2019, up 11% quarter-over-quarter.
  • 9 funds opened new Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A positions in Q1 2019 and 4 closed out, a net change of +5 holders.
  • The largest Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A buyer in Q1 2019 was Capital International Investors, an estimated $68.6M added.
  • The largest Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A seller in Q1 2019 was Camden Asset Management, an estimated $92.5M sold.

Based on aggregated 13F filings for Q1 2019.