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Sempra
SRE

Overview Fund Activity

827 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, 268 increasing their positions, 291 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+42
Holders Change %
+5.35%
% of All Funds
14.67%
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
268
Reduced
291
Closed
72
Calls
$167M
Puts
$135M
Net Calls
+$32.6M
Net Calls Change
+$13.7M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$246M
2
ClearBridge Investments
ClearBridge Investments
New York
+$169M
3
Millennium Management
Millennium Management
New York
+$119M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$81.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$76.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$358M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$219M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$213M
4
Blackstone Inc
Blackstone Inc
New York
-$186M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$51.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
626
Lido Advisors
California
$207K -$13.2K -206 -6%
1SB
627
1ST Source Bank
Indiana
$207K +$207K +3,242 New
AA
628
AF Advisors
California
$207K +$207K +3,272 New
KC
629
Kepos Capital
New York
$205K +$64K +1,006 +45%
FA
630
FC Advisory
Pennsylvania
$205K +$205K +3,218 New
KW
631
KWB Wealth
California
$203K +$203K +3,180 New
FCH
632
Freestone Capital Holdings
Washington
$202K -$76.1K -1,194 -27%
Marshall Wace
633
Marshall Wace
United Kingdom
$202K +$202K +3,170 New
HCM
634
Howland Capital Management
Massachusetts
$201K +$201K +3,160 New
HWA
635
Heritage Wealth Advisors
Virginia
$200K +$69K +1,080 +53%
MPWT
636
MassMutual Private Wealth & Trust
Connecticut
$194K -$63.6K -1,000 -25%
MAM
637
Meeder Asset Management
Ohio
$194K +$44.9K +704 +30%
GWM
638
Geneos Wealth Management
Colorado
$192K +$66.7K +1,554 +53%
TCOV
639
Trust Company of Vermont
Vermont
$187K – – –
GWS
640
Glassman Wealth Services
Virginia
$184K +$4.97K +78 +3%
TCM
641
Tradewinds Capital Management
Washington
$182K – – –
S
642
SignatureFD
Georgia
$178K -$39.4K -620 -18%
ARMC
643
American Research & Management Company
Massachusetts
$174K – – –
MA
644
Montag & Associates
Georgia
$172K +$172K +2,700 New
IA
645
IFP Advisors
Florida
$151K -$6.62K -104 -4%
LWM
646
Liberty Wealth Management
California
$147K -$26.1K -420 -15%
JCM
647
Jacobi Capital Management
Pennsylvania
$147K – – –
FRA
648
Front Row Advisors
California
$147K – – –
FCB
649
First Command Bank
Texas
$140K – – –
FCFS
650
First Command Financial Services
Texas
$140K – – –
24 25
26
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