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Sempra
SRE

Overview Fund Activity

720 hedge funds and large institutions have $28.9B invested in Sempra in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 250 increasing their positions, 217 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+39
Holders Change %
+5.73%
% of All Funds
16.07%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.29%
New
111
Increased
250
Reduced
217
Closed
67
Calls
$99.4M
Puts
$48.5M
Net Calls
+$50.9M
Net Calls Change
-$90.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$190M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$186M
3
Capital International Investors
Capital International Investors
California
+$123M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$114M
5
BlackRock
BlackRock
New York
+$89.7M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$200M
2
Franklin Resources
Franklin Resources
California
-$116M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$88.9M
4
Citadel Advisors
Citadel Advisors
Florida
-$81.6M
5
Capital World Investors
Capital World Investors
California
-$48.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
551
SRH Advisors
Kansas
$173K – – –
AW
552
Alpha Windward
Massachusetts
$171K -$46.5K -858 -21%
RA
553
Rational Advisors
New York
$162K -$14.1K -262 -8%
MPWT
554
MassMutual Private Wealth & Trust
Connecticut
$159K +$13.7K +254 +9%
RWA
555
Ropes Wealth Advisors
Massachusetts
$150K – – –
AF
556
Arrow Financial
New York
$145K – – –
CAM
557
Columbia Asset Management
Michigan
$142K +$91.2K +3,254 +180%
PCM
558
Prelude Capital Management
New York
$138K +$138K +2,548 New
KPW
559
Kore Private Wealth
New York
$137K +$137K +2,514 New
TAM
560
Tiverton Asset Management
Delaware
$133K – – –
FRA
561
Front Row Advisors
California
$133K – – –
MF
562
MHI Funds
New York
$130K -$88K -1,628 -40%
ARMT
563
Amica Retiree Medical Trust
Rhode Island
$130K – – –
FANJ
564
Financial Architects (New Jersey)
New Jersey
$128K +$7.38K +136 +6%
WAM
565
Wealthspire Advisors (Maryland)
Maryland
$124K +$28.7K +528 +30%
LC
566
Lindbrook Capital
California
$117K +$117K +2,168 New
TCM
567
Tradewinds Capital Management
Washington
$114K – – –
CAPTRUST Financial Advisors
568
CAPTRUST Financial Advisors
North Carolina
$113K +$4.13K +76 +4%
HWA
569
Heritage Wealth Advisors
Virginia
$111K – – –
ER
570
Enlightenment Research
Florida
$108K +$108K +2,000 New
VFA
571
Valeo Financial Advisors
Indiana
$107K -$54.1K -1,000 -34%
PA
572
Perennial Advisors
New York
$105K -$975 -18 -0.9%
AOWM
573
Alpha Omega Wealth Management
Virginia
$105K – – –
TWA
574
TCI Wealth Advisors
Arizona
$104K +$326 +6 +0.3%
TSW
575
Thompson Siegel & Walmsley
Virginia
$103K – – –
21 22
23
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