We are live on ! Find out more
SRE.PRB

Sempra 6.75% Mandatory Convertible Preferred Stock, Series B

Delisted

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

35 hedge funds and large institutions have $565M invested in Sempra 6.75% Mandatory Convertible Preferred Stock, Series B in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

6% more funds holding

Funds holding: 3335 (+2)

0% less capital invested

Capital invested by funds: $567M → $565M (-$2.49M)

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
12
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
$145M -$5.55M -50,807 -4%
Franklin Resources
2
Franklin Resources
California
$118M +$7.91M +72,400 +7%
BlackRock
3
BlackRock
New York
$60.3M -$2.48M -22,661 -4%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45.5M +$1.53M +14,000 +4%
Calamos Advisors
5
Calamos Advisors
Illinois
$44.3M -$10.2K -93 -0%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$39.9M -$574K -5,252 -1%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$29.5M
JP Morgan Chase
8
JP Morgan Chase
New York
$22.6M +$3.64M +33,277 +20%
State Street
9
State Street
Massachusetts
$16.5M
ACM
10
Advent Capital Management
New York
$9.95M -$3.17M -28,967 -25%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$6.33M
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$5.18M +$1.25M +11,468 +33%
Ameriprise
13
Ameriprise
Minnesota
$3.31M
Goldman Sachs
14
Goldman Sachs
New York
$2.61M
Bank of America
15
Bank of America
North Carolina
$2.35M -$580K -5,305 -20%
ES
16
Equitec Specialists
Illinois
$2.07M +$2.03M +18,607 New
GF
17
Gabelli Funds
New York
$1.68M
OCM
18
Oaktree Capital Management
California
$1.59M -$8.07M -73,840 -84%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$1.55M -$273K -2,500 -15%
Wells Fargo
20
Wells Fargo
California
$1.12M +$4.59K +42 +0.4%
Jane Street
21
Jane Street
New York
$927K -$350K -3,203 -28%
SEI Investments
22
SEI Investments
Pennsylvania
$813K
Citigroup
23
Citigroup
New York
$727K +$699K +6,397 +4,265%
Morgan Stanley
24
Morgan Stanley
New York
$565K -$8.09K -74 -1%
MA
25
MUFG Americas
New York
$381K +$375K +3,432 New

SRE.PRB Hedge Fund Activity: Q2 2019 in Review

35 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Sempra 6.75% Mandatory Convertible Preferred Stock, Series B (SRE.PRB) for Q2 2019, worth a combined $565M — down 0.44% from $567M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SRE.PRB positions and 4 closed out — a net gain of 2 holders — while 6 added to existing stakes and 12 trimmed.

The largest buyer was Franklin Resources, adding an estimated $7.91M. The largest seller was Oaktree Capital Management, cutting an estimated $8.07M.

  • 35 institutional investors held Sempra 6.75% Mandatory Convertible Preferred Stock, Series B (SRE.PRB) as of Q2 2019, up from 33 in Q1 2019.
  • Funds reported $565M of Sempra 6.75% Mandatory Convertible Preferred Stock, Series B stock for Q2 2019, down 0.44% quarter-over-quarter.
  • 6 funds opened new Sempra 6.75% Mandatory Convertible Preferred Stock, Series B positions in Q2 2019 and 4 closed out, a net change of +2 holders.
  • The largest Sempra 6.75% Mandatory Convertible Preferred Stock, Series B buyer in Q2 2019 was Franklin Resources, an estimated $7.91M added.
  • The largest Sempra 6.75% Mandatory Convertible Preferred Stock, Series B seller in Q2 2019 was Oaktree Capital Management, an estimated $8.07M sold.

Based on aggregated 13F filings for Q2 2019.