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.

5 hedge funds and large institutions have $37.2M invested in Sempra 6.75% Mandatory Convertible Preferred Stock, Series B in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

83% less funds holding

Funds holding: 305 (-25)

93% less capital invested

Capital invested by funds: $543M → $37.2M (-$506M)

96% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 26

Holders
5
Holders Change
-25
Holders Change %
-83.33%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
2
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Advisors
1
Calamos Advisors
Illinois
$33.7M +$891K +8,507 +3%
PI
2
Putnam Investments
Massachusetts
$1.78M +$1.79M +17,136 New
CCM
3
Cutler Capital Management
Massachusetts
$1.15M -$259K -2,475 -18%
GF
4
Gabelli Funds
New York
$514K -$1.05M -10,000 -67%
SPIA
5
Steward Partners Investment Advisory
New York
$39K
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
-$147M -1,518,199 Closed
Franklin Resources
7
Franklin Resources
California
-$149M -1,516,750 Closed
BlackRock
8
BlackRock
New York
-$41.7M -425,398 Closed
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$41.2M -420,534 Closed
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
-$24.3M -247,643 Closed
JP Morgan Chase
11
JP Morgan Chase
New York
-$23.2M -236,362 Closed
ClearBridge Investments
12
ClearBridge Investments
New York
-$22.8M -232,240 Closed
Neuberger Berman Group
13
Neuberger Berman Group
New York
-$22.7M -231,132 Closed
State Street
14
State Street
Massachusetts
-$8.53M -87,000 Closed
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
-$5.55M -56,605 Closed
Fidelity Investments
16
Fidelity Investments
Massachusetts
-$5M -51,000 Closed
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
-$4.89M -49,900 Closed
Lazard Asset Management
18
Lazard Asset Management
New York
-$2.69M -27,419 Closed
Ameriprise
19
Ameriprise
Minnesota
-$2.48M -25,254 Closed
Federated Hermes
20
Federated Hermes
Pennsylvania
-$2.07M -21,089 Closed
Morgan Stanley
21
Morgan Stanley
New York
-$1.63M -16,279 Closed
Jane Street
22
Jane Street
New York
-$1.32M -13,447 Closed
SEI Investments
23
SEI Investments
Pennsylvania
-$670K -6,834 Closed
ES
24
Equitec Specialists
Illinois
-$576K -5,882 Closed
Wells Fargo
25
Wells Fargo
California
-$527K -5,382 Closed

SRE.PRB Hedge Fund Activity: Q4 2020 in Review

5 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Sempra 6.75% Mandatory Convertible Preferred Stock, Series B (SRE.PRB) for Q4 2020, worth a combined $37.2M — down 93% from $543M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of SRE.PRB and 1 opened new positions — a net loss of 25 holders — while 2 trimmed existing stakes and 1 added.

The largest buyer was Putnam Investments, opening a new position worth an estimated $1.79M. The largest seller was Franklin Resources, exiting entirely with an estimated $149M sold.

  • 5 institutional investors held Sempra 6.75% Mandatory Convertible Preferred Stock, Series B (SRE.PRB) as of Q4 2020, down from 30 in Q3 2020.
  • Funds reported $37.2M of Sempra 6.75% Mandatory Convertible Preferred Stock, Series B stock for Q4 2020, down 93% quarter-over-quarter.
  • 1 fund opened new Sempra 6.75% Mandatory Convertible Preferred Stock, Series B positions in Q4 2020 and 26 closed out, a net change of -25 holders.
  • The largest Sempra 6.75% Mandatory Convertible Preferred Stock, Series B buyer in Q4 2020 was Putnam Investments, an estimated $1.79M added.
  • The largest Sempra 6.75% Mandatory Convertible Preferred Stock, Series B seller in Q4 2020 was Franklin Resources, an estimated $149M sold.

Based on aggregated 13F filings for Q4 2020.