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Sempra
SRE

Overview Fund Activity

775 hedge funds and large institutions have $29.7B invested in Sempra in 2020 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 294 increasing their positions, 257 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
+17
Holders Change %
+2.24%
% of All Funds
15.93%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
93
Increased
294
Reduced
257
Closed
71
Calls
$127M
Puts
$158M
Net Calls
-$30.2M
Net Calls Change
-$24.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$210M
2
Capital International Investors
Capital International Investors
California
+$156M
3
Blackstone Inc
Blackstone Inc
New York
+$138M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$126M
5
BC
Brookfield Corp
Ontario, Canada
+$119M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$316M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$222M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$153M
4
TCA
Tortoise Capital Advisors
Kansas
-$149M
5
BlackRock
BlackRock
New York
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
626
McIlrath & Eck
Washington
$106K +$352 +6 +0.3%
EMG
627
ETF Managers Group
New Jersey
$105K -$12.2K -208 -10%
POIA
628
Pin Oak Investment Advisors
Texas
$102K -$1.99K -34 -2%
IA
629
IndexIQ Advisors
New York
$102K +$90.5K +1,538 +785%
PA
630
Perennial Advisors
New York
$102K +$102K +1,740 New
WFMPM
631
Woodley Farra Manion Portfolio Management
Indiana
$101K – – –
AF
632
Advisornet Financial
Minnesota
$100K -$29.9K -512 -23%
FWM
633
Focused Wealth Management
New York
$100K – – –
CFGS
634
Concourse Financial Group Securities
Alabama
$100K +$93.1K +1,570 +1,353%
PCFFS
635
Pacific Center for Financial Services
California
$98K -$9.23K -158 -9%
ST
636
Smithfield Trust
Pennsylvania
$98K +$64.4K +1,098 +191%
LWS
637
Lucia Wealth Services
California
$96K +$23.8K +404 +33%
PO
638
Private Ocean
California
$95K – – –
CFG
639
Citizens Financial Group
Rhode Island
$93K -$40.7K -686 -30%
FANJ
640
Financial Architects (New Jersey)
New Jersey
$92K – – –
LC
641
Lindbrook Capital
California
$92K +$5.27K +90 +6%
KC
642
Knuff & Co
California
$89K +$89K +1,526 New
MAWCM
643
Mine & Arao Wealth Creation & Management
California
$88K – – –
AIL
644
AGF Investments LLC
Ontario, Canada
$88K +$14.2K +242 +19%
WCG
645
Weaver Consulting Group
California
$84K – – –
RMC
646
Resources Management Corp
Connecticut
$83K – – –
TPWA
647
TRUE Private Wealth Advisors
Oregon
$83K – – –
CFA
648
Carroll Financial Associates
North Carolina
$83K +$48.3K +824 +139%
NICM
649
Neo Ivy Capital Management
New York
$82K +$82K +1,400 New
RBC
650
Roble Belko & Company
Pennsylvania
$81K – – –
24 25
26
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