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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.

36 hedge funds and large institutions have $626M invested in Sempra 6.75% Mandatory Convertible Preferred Stock, Series B in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

11% more capital invested

Capital invested by funds: $565M → $626M (+$61.7M)

3% more funds holding

Funds holding: 3536 (+1)

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
9
Closed
3
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
$152M +$346K +3,030 +0.2%
Franklin Resources
2
Franklin Resources
California
$127M +$2.11M +18,500 +2%
BlackRock
3
BlackRock
New York
$58.5M -$5.25M -45,969 -8%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55.4M +$7.25M +63,500 +16%
Calamos Advisors
5
Calamos Advisors
Illinois
$47M +$5.71K +50 +0%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$39.5M -$2.69M -23,531 -7%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$31.3M
JP Morgan Chase
8
JP Morgan Chase
New York
$30.4M +$6.29M +55,104 +27%
State Street
9
State Street
Massachusetts
$17.4M
ClearBridge Investments
10
ClearBridge Investments
New York
$14.4M -$2.51M -21,939 -15%
ACM
11
Advent Capital Management
New York
$10.5M
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$6.73M +$1.22M +10,717 +23%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$6.71M
Federated Hermes
14
Federated Hermes
Pennsylvania
$4.74M +$4.57M +40,000 New
Ameriprise
15
Ameriprise
Minnesota
$3.49M
Bank of America
16
Bank of America
North Carolina
$3.23M +$717K +6,282 +30%
OCM
17
Oaktree Capital Management
California
$2.87M +$1.14M +10,000 +70%
Goldman Sachs
18
Goldman Sachs
New York
$2.72M -$41.3K -362 -2%
GF
19
Gabelli Funds
New York
$1.77M
Fidelity Investments
20
Fidelity Investments
Massachusetts
$1.64M
OFG
21
OTA Financial Group
New York
$1.57M +$1.52M +13,310 New
Wells Fargo
22
Wells Fargo
California
$1.33M +$134K +1,170 +12%
Barclays
23
Barclays
United Kingdom
$1.02M +$993K +8,700 New
ES
24
Equitec Specialists
Illinois
$881K -$1.27M -11,121 -60%
SEI Investments
25
SEI Investments
Pennsylvania
$834K -$22.8K -200 -3%

SRE.PRB Hedge Fund Activity: Q3 2019 in Review

36 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Sempra 6.75% Mandatory Convertible Preferred Stock, Series B (SRE.PRB) for Q3 2019, worth a combined $626M — up 11% from $565M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SRE.PRB positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $7.25M. The largest seller was BlackRock, cutting an estimated $5.25M.

  • 36 institutional investors held Sempra 6.75% Mandatory Convertible Preferred Stock, Series B (SRE.PRB) as of Q3 2019, up from 35 in Q2 2019.
  • Funds reported $626M of Sempra 6.75% Mandatory Convertible Preferred Stock, Series B stock for Q3 2019, up 11% quarter-over-quarter.
  • 4 funds opened new Sempra 6.75% Mandatory Convertible Preferred Stock, Series B positions in Q3 2019 and 3 closed out, a net change of +1 holder.
  • The largest Sempra 6.75% Mandatory Convertible Preferred Stock, Series B buyer in Q3 2019 was Manulife (Manufacturers Life Insurance), an estimated $7.25M added.
  • The largest Sempra 6.75% Mandatory Convertible Preferred Stock, Series B seller in Q3 2019 was BlackRock, an estimated $5.25M sold.

Based on aggregated 13F filings for Q3 2019.