We are live on ! Find out more

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
SWM
476
SeaCrest Wealth Management
New York
$443K -$6.56K -102 -1%
OIA
477
OneDigital Investment Advisors
Kansas
$442K -$12.6K -196 -3%
GHAM
478
Gilman Hill Asset Management
Connecticut
$437K -$48.5K -754 -10%
FWM
479
Foresight Wealth Management
Utah
$437K +$441K +6,852 New
BWA
480
BDO Wealth Advisors
Florida
$433K +$6.05K +94 +1%
SP
481
Symmetry Partners
Connecticut
$430K
LSAG
482
Lake Street Advisors Group
New Hampshire
$428K +$12.4K +192 +3%
GSWM
483
Golden State Wealth Management
California
$426K +$139K +2,168 +48%
ZCM
484
Ziegler Capital Management
Illinois
$417K -$1.29K -20 -0.3%
ISWM
485
Independent Solutions Wealth Management
New York
$415K -$21.2K -330 -5%
Jane Street
486
Jane Street
New York
$414K -$5.86M -91,022 -93%
LCM
487
LVM Capital Management
Michigan
$412K
GT
488
Greenleaf Trust
Michigan
$408K +$82.1K +1,276 +25%
QCG
489
Quadrant Capital Group
Ohio
$407K +$14.4K +224 +4%
RWA
490
Redhawk Wealth Advisors
Minnesota
$405K -$254K -3,952 -38%
SCA
491
Snowden Capital Advisors
New York
$404K +$112K +1,734 +38%
IMRF
492
Illinois Municipal Retirement Fund
Illinois
$399K +$184K +2,866 +85%
SCM
493
Stevens Capital Management
Pennsylvania
$399K +$403K +6,268 New
RFN
494
RDA Financial Network
Iowa
$398K -$643 -10 -0.2%
AIC
495
Ameritas Investment Company
Nebraska
$398K +$402K +6,246 New
SBIA
496
Sheaff Brock Investment Advisors
Indiana
$396K
RG
497
Rathbones Group
United Kingdom
$395K
SPC
498
Sigma Planning Corp
Michigan
$395K +$33.7K +524 +9%
WI
499
Wintrust Investments
Illinois
$394K
GG
500
Gofen & Glossberg
Illinois
$392K

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.