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
MHIC
551
Marble Harbor Investment Counsel
Massachusetts
$287K
AL
552
Aspiriant LLC
California
$287K +$8.88K +138 +3%
TCA
553
Transcend Capital Advisors
New Jersey
$287K +$42.2K +656 +17%
4WM
554
44 Wealth Management
Oregon
$285K +$287K +4,468 New
AA
555
ALPS Advisors
Colorado
$284K -$8.75K -136 -3%
CAI
556
Capital Advisors Inc
Oklahoma
$282K -$37.4K -582 -12%
MFG
557
Magnus Financial Group
New York
$280K -$901 -14 -0.3%
SW
558
SteelPeak Wealth
California
$279K -$33.3K -518 -11%
FFA
559
First Foundation Advisors
California
$279K +$21.1K +328 +8%
OWA
560
Octavia Wealth Advisors
Ohio
$277K +$278K +4,318 New
FPF
561
First Pacific Financial
Washington
$276K +$279K +4,330 New
SIAG
562
Safeguard Investment Advisory Group
California
$275K +$278K +4,318 New
BCM
563
BTR Capital Management
California
$274K
NSIM
564
North Star Investment Management
Illinois
$274K
CAG
565
Crestwood Advisors Group
Massachusetts
$273K +$2.57K +40 +0.9%
YIH
566
Y-Intercept (HK)
Hong Kong
$273K +$279K +4,344 New
CCA
567
Checchi Capital Advisers
California
$272K -$1.16K -18 -0.4%
MF
568
Magnetar Financial
Illinois
$271K -$291K -4,520 -52%
OGF
569
Orin Green Financial
California
$270K +$273K +4,244 New
PL
570
Plancorp LLC
Missouri
$269K +$1.16K +18 +0.4%
BBNA
571
Bremer Bank National Association
Minnesota
$268K
Bessemer Group
572
Bessemer Group
New Jersey
$268K +$4.12K +64 +2%
CRWM
573
Castle Rock Wealth Management
California
$264K -$41.6K -646 -13%
AWE
574
Avidian Wealth Enterprises
Texas
$264K +$22.6K +352 +9%
MRCM
575
M&R Capital Management
New Jersey
$263K -$32.7K -508 -11%

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.