Sempra
736 hedge funds and large institutions have $34.3B invested in Sempra in 2019 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 256 increasing their positions, 227 reducing their positions, and 69 closing their positions.
155% more call options, than puts
Call options by funds: $193M | Put options by funds: $75.7M
33% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 69
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
19% more capital invested
Capital invested by funds: $28.9B → $34.3B (+$5.45B)
13% more repeat investments, than reductions
Existing positions increased: 256 | Existing positions reduced: 227
2.4% more ownership
Funds ownership: 196.59% → 198.99% (+2.4%)
2% more funds holding
Funds holding: 720 → 736 (+16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$471M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$152M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$113M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$108M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$77.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
-$246M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$160M |
| 3 |
Goldman Sachs
New York
|
-$102M |
| 4 |
JP Morgan Chase
New York
|
-$82.8M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$70M |
SRE Hedge Fund Activity: Q1 2019 in Review
736 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q1 2019, worth a combined $34.3B — up 19% from $28.9B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new SRE positions and 69 closed out — a net gain of 23 holders — while 256 added to existing stakes and 227 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $471M. The largest seller was Parnassus Investments, exiting entirely with an estimated $246M sold.
- 736 institutional investors held Sempra (SRE) as of Q1 2019, up from 720 in Q4 2018.
- Funds reported $34.3B of Sempra stock for Q1 2019, up 19% quarter-over-quarter.
- 92 funds opened new Sempra positions in Q1 2019 and 69 closed out, a net change of +23 holders.
- The largest Sempra buyer in Q1 2019 was T. Rowe Price Associates, an estimated $471M added.
- The largest Sempra seller in Q1 2019 was Parnassus Investments, an estimated $246M sold.
Based on aggregated 13F filings for Q1 2019.