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831 hedge funds and large institutions have $31.5B invested in Sempra in 2020 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 270 increasing their positions, 292 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 72

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

24% more call options, than puts

Call options by funds: $167M | Put options by funds: $135M

7% more capital invested

Capital invested by funds: $29.4B → $31.5B (+$2.08B)

5% more funds holding

Funds holding: 789831 (+42)

0.77% less ownership

Funds ownership: 171.99%171.22% (-0.77%)

8% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 292

Holders
831
Holders Change
+42
Holders Change %
+5.32%
% of All Funds
14.71%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
128
Increased
270
Reduced
292
Closed
72
Calls
$167M
Puts
$135M
Net Calls
+$32.6M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
451
Ethic Inc
New York
$554K +$169K +2,626 +43%
LS
452
Livforsakringsbolaget Skandia
Sweden
$543K +$142K +2,200 +35%
CA
453
Cetera Advisors
Colorado
$543K +$218K +3,388 +66%
CI
454
Conning Inc
Connecticut
$540K -$3.86K -60 -0.7%
S
455
SimplyRich
California
$526K
AP
456
Atwood & Palmer
Missouri
$524K
SI
457
Stephens Inc
Arkansas
$523K +$111K +1,718 +26%
Holocene Advisors
458
Holocene Advisors
New York
$519K +$524K +8,150 New
IA
459
IndexIQ Advisors
New York
$516K +$241K +3,742 +86%
SIC
460
Salem Investment Counselors
North Carolina
$515K
PFS
461
Prospera Financial Services
Texas
$503K +$141K +2,190 +38%
MC
462
Maverick Capital
Texas
$500K +$504K +7,842 New
Credit Agricole
463
Credit Agricole
France
$498K
BSW
464
Buckingham Strategic Wealth
Missouri
$497K -$1.29K -20 -0.3%
SPIA
465
Steward Partners Investment Advisory
New York
$495K -$66.6K -1,036 -12%
NIM
466
NuWave Investment Management
New Jersey
$478K +$370K +5,744 +327%
PP
467
Palladium Partners
Virginia
$475K -$19.2K -298 -4%
HWA
468
HCR Wealth Advisors
California
$474K +$1.8K +28 +0.4%
JG
469
Jefferies Group
New York
$474K +$478K +7,438 New
MYAM
470
Meiji Yasuda Asset Management
Japan
$467K +$6.43K +100 +1%
ACM
471
AlphaCrest Capital Management
New York
$457K -$2.12M -32,988 -82%
M
472
Mirova
France
$449K +$421K +6,550 +1,300%
APW
473
Aurora Private Wealth
New Jersey
$448K +$2.96K +46 +0.7%
NP
474
Ninepoint Partners
Ontario, Canada
$447K +$451K +7,010 New
AG
475
AlphaSimPlex Group
Massachusetts
$446K +$47.7K +742 +12%

SRE Hedge Fund Activity: Q4 2020 in Review

831 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q4 2020, worth a combined $31.5B — up 7.1% from $29.4B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new SRE positions and 72 closed out — a net gain of 56 holders — while 270 added to existing stakes and 292 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $249M. The largest seller was T. Rowe Price Associates, cutting an estimated $361M.

  • 831 institutional investors held Sempra (SRE) as of Q4 2020, up from 789 in Q3 2020.
  • Funds reported $31.5B of Sempra stock for Q4 2020, up 7.1% quarter-over-quarter.
  • 128 funds opened new Sempra positions in Q4 2020 and 72 closed out, a net change of +56 holders.
  • The largest Sempra buyer in Q4 2020 was Citadel Advisors, an estimated $249M added.
  • The largest Sempra seller in Q4 2020 was T. Rowe Price Associates, an estimated $361M sold.

Based on aggregated 13F filings for Q4 2020.