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
CIBC World Market
501
CIBC World Market
Ontario, Canada
$386K +$390K +6,060 New
EWM
502
Evercore Wealth Management
New York
$385K +$31.5K +490 +9%
MYLI
503
Meiji Yasuda Life Insurance
Japan
$384K -$365K -5,674 -48%
PA
504
Parallel Advisors
California
$383K -$39.5K -614 -9%
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$383K
SWM
506
SVA Wealth Management
Wisconsin
$383K +$387K +6,012 New
LNB
507
Ledyard National Bank
$382K -$5.15K -80 -1%
SC
508
Searle & Co
Connecticut
$382K
SM
509
SG3 Management
Puerto Rico
$382K +$386K +6,000 New
FMTC
510
Farmers & Merchants Trust Company
California
$373K
WAM
511
Weatherly Asset Management
California
$372K -$16K -248 -4%
IDBONY
512
Israel Discount Bank of New York
New York
$371K
PTP
513
Platform Technology Partners
New York
$370K -$14.4K -224 -4%
PFPT
514
Pinnacle Financial Partners (Tennessee)
Tennessee
$370K
EF
515
Empirical Finance
Pennsylvania
$368K +$66.6K +1,036 +22%
B
516
Bailard
California
$366K +$115K +1,790 +45%
FP
517
Financial Perspectives
Minnesota
$365K
CL
518
Choreo LLC
Illinois
$362K +$4.63K +72 +1%
22CM
519
20/20 Capital Management
California
$359K -$21.9K -340 -6%
APA
520
American Portfolios Advisors
New York
$358K -$21K -326 -5%
SC
521
Sepio Capital
Utah
$358K
FCI
522
Financial Counselors Inc
Kansas
$356K -$64.3K -1,000 -15%
VFA
523
Voya Financial Advisors
Connecticut
$353K +$15.6K +242 +5%
FTDI
524
First Trust Direct Indexing
Massachusetts
$353K +$357K +5,546 New
AIM
525
Allen Investment Management
New York
$350K +$5.53K +86 +2%

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.