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Sempra
SRE

Overview Fund Activity

848 hedge funds and large institutions have $38.1B invested in Sempra in 2019 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 307 increasing their positions, 236 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
848
Holders Change
+85
Holders Change %
+11.14%
% of All Funds
16.75%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.18%
New
140
Increased
307
Reduced
236
Closed
41
Calls
$73.1M
Puts
$93.5M
Net Calls
-$20.4M
Net Calls Change
-$193M

Top Buyers

1
TCA
1
Tortoise Capital Advisors
Kansas
$275M
2
State Street
2
State Street
Massachusetts
$2.36B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.67B
4
Citadel Advisors
4
Citadel Advisors
Florida
$138M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$205M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$0
2
Barclays
2
Barclays
United Kingdom
$64.8M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.36B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$4.43B
5
Franklin Resources
5
Franklin Resources
California
$874M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
226
BP
United Kingdom
$4.27M – – –
DY
227
Dowling & Yahnke
California
$4.17M -$54.5K -720 -1%
Truist Financial
228
Truist Financial
North Carolina
$4.15M +$3.47M +45,830 +508%
CWM
229
CCG Wealth Management
California
$4.11M +$3.18K +42 +0.1%
Creative Planning
230
Creative Planning
Kansas
$4.05M -$53K -700 -1%
PCA
231
Personal Capital Advisors
California
$3.91M +$583K +7,694 +18%
CIBC Asset Management
232
CIBC Asset Management
Ontario, Canada
$3.9M +$111K +1,468 +3%
EFEM
233
Eos Focused Equity Management
New York
$3.83M – – –
M&T Bank
234
M&T Bank
New York
$3.83M -$137K -1,806 -3%
Janney Montgomery Scott
235
Janney Montgomery Scott
Pennsylvania
$3.83M -$63.3K -836 -2%
KIA
236
KCM Investment Advisors
California
$3.81M -$175K -2,310 -4%
MA
237
MUFG Americas
New York
$3.81M -$263K -3,472 -6%
SGCIA
238
Smith Graham & Co Investment Advisors
Texas
$3.79M -$98.5K -1,300 -3%
NIM
239
NXG Investment Management
Texas
$3.79M +$3.79M +50,000 New
RCM
240
RNC Capital Management
California
$3.76M -$34.5M -455,732 -90%
CIS
241
Capital International Sarl
California
$3.68M +$313K +4,126 +9%
AG
242
Advisor Group
Arizona
$3.67M +$63K +832 +2%
PFM
243
Patton Fund Management
Texas
$3.65M +$3.65M +48,188 New
PPW
244
Parcion Private Wealth
Washington
$3.62M +$3.62M +47,844 New
FT
245
Fiduciary Trust
Massachusetts
$3.6M -$92.7K -1,224 -3%
CIC
246
Chase Investment Counsel
Virginia
$3.58M -$17.6K -232 -0.5%
FC
247
FORA Capital
Florida
$3.57M +$3.57M +47,104 New
CT
248
Coastline Trust
Rhode Island
$3.56M -$8.33K -110 -0.2%
QT
249
Quantbot Technologies
New York
$3.52M +$3.52M +46,530 New
Impax Asset Management Group
250
Impax Asset Management Group
United Kingdom
$3.49M -$5.77M -76,196 -62%
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