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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.

9 hedge funds and large institutions have $196M invested in Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A in 2020 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

85% less funds holding

Funds holding: 599 (-50)

88% less capital invested

Capital invested by funds: $1.65B → $196M (-$1.45B)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 50

Holders
9
Holders Change
-50
Holders Change %
-84.75%
% of All Funds
0.16%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
Increased
2
Reduced
4
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1
Camden Asset Management
California
$117M +$9.12M +88,300 +8%
Calamos Advisors
2
Calamos Advisors
Illinois
$53.5M -$11.1M -107,084 -17%
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$16.2M -$1.04M -10,066 -6%
TCA
4
Tortoise Capital Advisors
Kansas
$4.99M
LTI
5
Laffer Tengler Investments
Tennessee
$2.64M +$14.5K +140 +0.5%
CWM
6
Calamos Wealth Management
Illinois
$713K -$5.68K -55 -0.8%
GF
7
Gabelli Funds
New York
$513K
TA
8
Teton Advisors
New York
$351K
Barclays
9
Barclays
United Kingdom
$59K -$21.2M -205,079 -100%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
-$288M -2,912,984 Closed
Capital International Investors
11
Capital International Investors
California
-$279M -2,836,112 Closed
Franklin Resources
12
Franklin Resources
California
-$162M -1,643,150 Closed
BlackRock
13
BlackRock
New York
-$126M -1,276,406 Closed
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
-$91.2M -923,700 Closed
HCM
15
Highbridge Capital Management
New York
-$61.2M -621,338 Closed
Allianz Asset Management
16
Allianz Asset Management
Germany
-$58.9M -598,160 Closed
SC
17
Sculptor Capital
New York
-$46.1M -466,610 Closed
WAM
18
Wolverine Asset Management
Illinois
-$40.1M -406,325 Closed
State Street
19
State Street
Massachusetts
-$35.2M -356,400 Closed
TSS
20
Two Sigma Securities
New York
-$32.9M -334,400 Closed
Wells Fargo
21
Wells Fargo
California
-$26.5M -269,076 Closed
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
-$24.3M -247,015 Closed
VanEck Associates
23
VanEck Associates
New York
-$16M -162,919 Closed
Fidelity Investments
24
Fidelity Investments
Massachusetts
-$16.1M -162,600 Closed
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
-$15.1M -153,800 Closed

SRE.PRA Hedge Fund Activity: Q4 2020 in Review

9 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A (SRE.PRA) for Q4 2020, worth a combined $196M — down 88% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of SRE.PRA and 0 opened new positions — a net loss of 50 holders — while 4 trimmed existing stakes and 2 added.

The largest buyer was Camden Asset Management, adding an estimated $9.12M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $288M sold.

  • 9 institutional investors held Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A (SRE.PRA) as of Q4 2020, down from 59 in Q3 2020.
  • Funds reported $196M of Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A stock for Q4 2020, down 88% quarter-over-quarter.
  • 0 funds opened new Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A positions in Q4 2020 and 50 closed out, a net change of -50 holders.
  • The largest Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A buyer in Q4 2020 was Camden Asset Management, an estimated $9.12M added.
  • The largest Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A seller in Q4 2020 was T. Rowe Price Associates, an estimated $288M sold.

Based on aggregated 13F filings for Q4 2020.