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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
FFG
601
Ford Financial Group
California
$242K
TWM
602
TriaGen Wealth Management
California
$240K +$243K +3,774 New
LF
603
LifeSteps Financial
California
$239K
IAIM
604
International Assets Investment Management
Florida
$238K +$29.6M +460,112 New
IHL
605
Investment House LLC
California
$236K -$12.9K -200 -5%
CAGAS
606
Capital Advisory Group Advisory Services
Minnesota
$236K -$2.7K -42 -1%
CGL
607
Clarius Group LLC
Washington
$236K +$238K +3,698 New
VDI
608
Vaughan David Investments
Illinois
$235K
WP
609
WealthSource Partners
California
$235K
KPW
610
Kore Private Wealth
New York
$235K +$129 +2 +0.1%
AF
611
Allworth Financial
California
$233K +$12.2K +190 +5%
AIM
612
Aigen Investment Management
New York
$231K -$91K -1,414 -28%
PP
613
Patten & Patten
Tennessee
$231K
EDRH
614
Edmond de Rothschild Holding
Switzerland
$229K -$43.7K -680 -16%
SI
615
SCP Investment
California
$229K +$232K +3,600 New
HAG
616
HighPoint Advisor Group
Illinois
$229K +$235K +3,658 New
GIA
617
Gateway Investment Advisers
Ohio
$226K -$21.6K -336 -9%
PG
618
Patten Group
Tennessee
$225K -$114K -1,770 -33%
SC
619
Savant Capital
Illinois
$225K -$9.13K -142 -4%
RCM
620
RB Capital Management
Nevada
$224K -$7.46K -116 -3%
FB
621
Fulton Bank
Pennsylvania
$221K +$223K +3,462 New
NA
622
NewEdge Advisors
Louisiana
$219K -$13.4K -208 -6%
CCM
623
Coldstream Capital Management
Washington
$217K +$219K +3,402 New
QC
624
QCM Cayman
Texas
$215K +$217K +3,378 New
TMAM
625
Tokio Marine Asset Management
Japan
$214K +$216K +3,358 New

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.