We are live on ! Find out more

808 hedge funds and large institutions have $34.6B invested in Sempra in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 334 increasing their positions, 226 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $96M | Put options by funds: $51.5M

48% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 226

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

10% more capital invested

Capital invested by funds: $31.5B → $34.6B (+$3.07B)

1.68% more ownership

Funds ownership: 171.22%172.9% (+1.7%)

3% less funds holding

Funds holding: 831808 (-23)

15% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 108

Holders
808
Holders Change
-23
Holders Change %
-2.77%
% of All Funds
14.19%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
92
Increased
334
Reduced
226
Closed
108
Calls
$96M
Puts
$51.5M
Net Calls
+$44.5M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
351
Advisor Partners
California
$1.17M -$31.5K -506 -3%
FMBTD
352
First Midwest Bank Trust Division
Illinois
$1.15M +$24.9K +400 +2%
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$1.13M +$28.2K +454 +3%
MML Investors Services
354
MML Investors Services
Massachusetts
$1.13M +$140K +2,246 +15%
WAM
355
World Asset Management
Michigan
$1.13M -$20.2K -324 -2%
JWM
356
Jeppson Wealth Management
California
$1.11M +$250K +4,020 +31%
CSIC
357
Clifford Swan Investment Counsel
California
$1.11M
BCM
358
Brasada Capital Management
Texas
$1.11M -$2.82M -45,386 -73%
KRSITF
359
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.11M +$44.8K +720 +5%
MF
360
Magnetar Financial
Illinois
$1.1M +$772K +12,404 +292%
V
361
Veritable
Delaware
$1.1M +$62.1K +998 +6%
MME
362
Meag Munich Ergo
Germany
$1.1M +$1.03M +16,598 New
Skandinaviska Enskilda Banken (SEB)
363
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.09M -$3.67M -59,000 -78%
FAM
364
Fred Alger Management
New York
$1.07M
PWM
365
Perigon Wealth Management
California
$1.06M +$343K +5,510 +52%
EI
366
Ethic Inc
New York
$1.06M +$452K +7,270 +84%
AI
367
Atria Investments
North Carolina
$1.06M +$992K +15,946 New
HI
368
Horizon Investments
North Carolina
$1.06M +$991K +15,928 New
TA
369
Tiedemann Advisors
New York
$1.05M +$982K +15,788 New
TCM
370
Twin Capital Management
Pennsylvania
$1.03M -$136K -2,180 -12%
Wealthfront Advisers
371
Wealthfront Advisers
California
$1.03M -$47.1K -758 -5%
OPS
372
Orion Portfolio Solutions
Nebraska
$1.02M +$25.3K +406 +3%
HIM
373
Hotaling Investment Management
Pennsylvania
$990K +$27K +434 +3%
ANRIA
374
American National Registered Investment Advisor
Texas
$973K -$75.3K -1,210 -8%
EWF
375
Epstein & White Financial
California
$971K +$251K +4,034 +38%

SRE Hedge Fund Activity: Q1 2021 in Review

808 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q1 2021, worth a combined $34.6B — up 9.8% from $31.5B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of SRE and 92 opened new positions — a net loss of 16 holders — while 226 trimmed existing stakes and 334 added.

The largest buyer was BlackRock, adding an estimated $503M. The largest seller was Norges Bank, cutting an estimated $135M.

  • 808 institutional investors held Sempra (SRE) as of Q1 2021, down from 831 in Q4 2020.
  • Funds reported $34.6B of Sempra stock for Q1 2021, up 9.8% quarter-over-quarter.
  • 92 funds opened new Sempra positions in Q1 2021 and 108 closed out, a net change of -16 holders.
  • The largest Sempra buyer in Q1 2021 was BlackRock, an estimated $503M added.
  • The largest Sempra seller in Q1 2021 was Norges Bank, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2021.