Sempra
850 hedge funds and large institutions have $38.1B invested in Sempra in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 308 increasing their positions, 236 reducing their positions, and 41 closing their positions.
244% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 41
31% more repeat investments, than reductions
Existing positions increased: 308 | Existing positions reduced: 236
11% more funds holding
Funds holding: 764 → 850 (+86)
1% more capital invested
Capital invested by funds: $37.8B → $38.1B (+$303M)
8.05% less ownership
Funds ownership: 186.55% → 178.5% (-8%)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
22% less call options, than puts
Call options by funds: $73.1M | Put options by funds: $93.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$265M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$136M |
| 3 |
State Street
Boston,
Massachusetts
|
+$135M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$115M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$106M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$718M |
| 2 |
Barclays
London,
United Kingdom
|
-$474M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$311M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$297M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$160M |
SRE Hedge Fund Activity: Q4 2019 in Review
850 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q4 2019, worth a combined $38.1B — up 0.8% from $37.8B a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new SRE positions and 41 closed out — a net gain of 100 holders — while 308 added to existing stakes and 236 trimmed.
The largest buyer was Tortoise Capital Advisors, adding an estimated $265M. The largest seller was Zimmer Partners, exiting entirely with an estimated $718M sold.
- 850 institutional investors held Sempra (SRE) as of Q4 2019, up from 764 in Q3 2019.
- Funds reported $38.1B of Sempra stock for Q4 2019, up 0.8% quarter-over-quarter.
- 141 funds opened new Sempra positions in Q4 2019 and 41 closed out, a net change of +100 holders.
- The largest Sempra buyer in Q4 2019 was Tortoise Capital Advisors, an estimated $265M added.
- The largest Sempra seller in Q4 2019 was Zimmer Partners, an estimated $718M sold.
Based on aggregated 13F filings for Q4 2019.