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SRE.PRB

Sempra 6.75% Mandatory Convertible Preferred Stock, Series B

Delisted

SRE.PRB was delisted on the 14th of July, 2021.

31 hedge funds and large institutions have $494M invested in Sempra 6.75% Mandatory Convertible Preferred Stock, Series B in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 3431 (-3)

22% less capital invested

Capital invested by funds: $630M → $494M (-$136M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

64% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 14

Holders
31
Holders Change
-3
Holders Change %
-8.82%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$167K -$2.38M -21,101 -92%
LC
27
Lindbrook Capital
California
$94K
ES
28
Equitec Specialists
Illinois
$37K +$44.9K +398 New
NIMC
29
NWQ Investment Management Company
California
$35K
SPIA
30
Steward Partners Investment Advisory
New York
$35K +$7.33K +65 +21%
Osaic Holdings
31
Osaic Holdings
Arizona
$28K +$34.4K +305 New
UBS Group
32
UBS Group
Switzerland
$7K -$210K -1,863 -96%
N
33
Nuveen
North Carolina
$3K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$3K
MA
35
MUFG Americas
New York
-$3.17M -26,659 Closed
Goldman Sachs
36
Goldman Sachs
New York
-$2.76M -23,143 Closed
OCM
37
Oaktree Capital Management
California
-$2.42M -20,350 Closed
Jane Street
38
Jane Street
New York
-$1.45M -12,162 Closed
OFG
39
OTA Financial Group
New York
-$1.43M -12,023 Closed
TA
40
Teton Advisors
New York
-$235K -1,970 Closed
Citigroup
41
Citigroup
New York
-$12K -100 Closed

SRE.PRB Hedge Fund Activity: Q1 2020 in Review

31 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Sempra 6.75% Mandatory Convertible Preferred Stock, Series B (SRE.PRB) for Q1 2020, worth a combined $494M — down 22% from $630M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SRE.PRB and 5 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 5 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $31.2M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $11.3M.

  • 31 institutional investors held Sempra 6.75% Mandatory Convertible Preferred Stock, Series B (SRE.PRB) as of Q1 2020, down from 34 in Q4 2019.
  • Funds reported $494M of Sempra 6.75% Mandatory Convertible Preferred Stock, Series B stock for Q1 2020, down 22% quarter-over-quarter.
  • 5 funds opened new Sempra 6.75% Mandatory Convertible Preferred Stock, Series B positions in Q1 2020 and 7 closed out, a net change of -2 holders.
  • The largest Sempra 6.75% Mandatory Convertible Preferred Stock, Series B buyer in Q1 2020 was T. Rowe Price Associates, an estimated $31.2M added.
  • The largest Sempra 6.75% Mandatory Convertible Preferred Stock, Series B seller in Q1 2020 was Manulife (Manufacturers Life Insurance), an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2020.