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Sempra
SRE

Overview Fund Activity

785 hedge funds and large institutions have $29.4B invested in Sempra in 2020 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 279 increasing their positions, 279 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
+10
Holders Change %
+1.29%
% of All Funds
15.88%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
85
Increased
279
Reduced
279
Closed
70
Calls
$155M
Puts
$136M
Net Calls
+$18.9M
Net Calls Change
+$49.1M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$567M
2
ClearBridge Investments
ClearBridge Investments
New York
$245M
3
EIP
Energy Income Partners
Connecticut
$163M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$60.5M
5
Deutsche Bank
Deutsche Bank
Germany
$682M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$358M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$197M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$168M
4
Capital International Investors
Capital International Investors
California
$2.06B
5
BlackRock
BlackRock
New York
$2.41B
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
551
Checchi Capital Advisers
California
$254K -$19.3K -326 -7%
BCM
552
BTR Capital Management
California
$254K – – –
PMA
553
Prudent Man Advisors
Illinois
$254K +$5.55K +94 +2%
EDRH
554
Edmond de Rothschild Holding
Switzerland
$253K -$54.6K -922 -18%
CAG
555
Crestwood Advisors Group
Massachusetts
$251K -$23.7K -400 -9%
PCM
556
Pointe Capital Management
Michigan
$251K +$7.46K +126 +3%
RJT
557
Raymond James Trust
Florida
$250K +$7.21K +122 +3%
BBNA
558
Bremer Bank National Association
Minnesota
$249K -$3.79K -64 -1%
PL
559
Plancorp LLC
Missouri
$249K +$12.3K +208 +5%
Bessemer Group
560
Bessemer Group
New Jersey
$244K -$435K -7,378 -64%
ECM
561
Evergreen Capital Management
Washington
$242K +$21.9K +370 +10%
GAB
562
German American Bancorp
Indiana
$241K – – –
Fiera Capital (Canada)
563
Fiera Capital (Canada)
Quebec, Canada
$241K +$241K +4,080 New
RIL
564
Rothschild Investment LLC
Illinois
$240K – – –
GFS
565
GYL Financial Synergies
Connecticut
$240K – – –
IWC
566
Integrated Wealth Concepts
Massachusetts
$240K +$1.54K +26 +0.6%
MPWT
567
MassMutual Private Wealth & Trust
Connecticut
$240K +$86.3K +1,456 +56%
FFA
568
First Foundation Advisors
California
$239K -$38.2K -646 -14%
PFG
569
Pacific Financial Group
Washington
$238K +$238K +4,016 New
FMWA
570
Forvis Mazars Wealth Advisors
Missouri
$238K +$238K +4,016 New
FAIM
571
Financial Advocates Investment Management
Washington
$237K -$70.6K -1,194 -23%
WA
572
Wealth Alliance
New York
$237K +$15.8K +268 +7%
B
573
Bailard
California
$234K -$21K -354 -8%
NIC
574
Northwest Investment Counselors
Oregon
$233K -$1.18K -20 -0.5%
WAM
575
Wealthspire Advisors (Maryland)
Maryland
$232K +$232K +3,924 New
21 22
23
24 25