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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
RJT
526
Raymond James Trust
Florida
$347K +$78.4K +1,218 +29%
WANY
527
Wealthspire Advisors (New York)
New York
$344K +$347K +5,396 New
BF
528
BOK Financial
Oklahoma
$342K +$346K +5,380 New
NCM
529
Neumann Capital Management
California
$341K
GCP
530
GSA Capital Partners
United Kingdom
$331K +$334K +5,190 New
JF
531
Jump Financial
Illinois
$326K -$121K -1,876 -27%
ECM
532
Evergreen Capital Management
Washington
$326K +$65.9K +1,024 +25%
RP
533
Rice Partnership
Hawaii
$326K +$329K +5,112 New
PMA
534
Prudent Man Advisors
Illinois
$318K +$44.4K +690 +16%
IAA
535
Independent Advisor Alliance
North Carolina
$316K +$41K +638 +15%
BFEC
536
Benjamin F. Edwards & Company
Missouri
$315K +$13.9K +216 +5%
BCI
537
Brinker Capital Investments
Pennsylvania
$314K -$1.23M -19,058 -80%
AIA
538
AIMZ Investment Advisors
California
$313K +$316K +4,910 New
SWMP
539
Signature Wealth Management Partners
New Jersey
$313K +$317K +4,920 New
PCM
540
Prelude Capital Management
New York
$310K +$260K +4,046 +489%
FFS
541
Founders Financial Securities
Maryland
$310K +$313K +4,870 New
SCA
542
Stonebridge Capital Advisors
Minnesota
$309K +$9.65K +150 +3%
DWMG
543
DB Wealth Management Group
California
$307K +$310K +4,812 New
NNP
544
Nachman Norwood & Parrott
South Carolina
$306K +$4.89K +76 +2%
PAM
545
Premier Asset Management
Illinois
$306K +$309K +4,804 New
BUB
546
BBVA USA Bancshares
Texas
$302K -$13K -202 -4%
CPIG
547
Chicago Partners Investment Group
Illinois
$297K +$27.1K +422 +9%
MHR
548
Matthew Hamilton Rosenberg
$296K -$4.5K -70 -1%
MF
549
Manchester Financial
California
$296K +$16.1K +250 +6%
MAA
550
Mraz Amerine & Associates
California
$292K +$129 +2 +0%

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.