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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
FRA
651
Front Row Advisors
California
$147K
JCM
652
Jacobi Capital Management
Pennsylvania
$147K
FCB
653
First Command Bank
Texas
$140K
FCFS
654
First Command Financial Services
Texas
$140K
HPC
655
HM Payson & Co
Maine
$137K
ZB
656
Zions Bancorporation
Utah
$134K +$77.1K +1,198 +133%
TWA
657
TCI Wealth Advisors
Arizona
$128K
ATC
658
Adirondack Trust Company
New York
$127K +$3.09K +48 +2%
T
659
TOBAM
France
$126K
TSW
660
Thompson Siegel & Walmsley
Virginia
$121K
EP
661
Eudaimonia Partners
Tennessee
$116K +$6.43K +100 +6%
ADIM
662
Alpha DNA Investment Management
Maryland
$115K +$116K +1,808 New
ME
663
McIlrath & Eck
Washington
$114K -$772 -12 -0.7%
FWM
664
Focused Wealth Management
New York
$108K
PA
665
Perennial Advisors
New York
$108K +$109K +1,702 New
WT
666
Washington Trust
Rhode Island
$107K -$22.3K -346 -17%
PCFFS
667
Pacific Center for Financial Services
California
$107K
VBCG
668
Valley Brook Capital Group
Pennsylvania
$107K +$108K +1,682 New
ONST
669
Old North State Trust
North Carolina
$106K
AF
670
Advisornet Financial
Minnesota
$104K
PO
671
Private Ocean
California
$104K
SA
672
SRH Advisors
Kansas
$102K -$51.5K -800 -33%
CPA
673
Cowen Prime Advisors
New York
$102K
FF
674
FourThought Financial
Florida
$102K +$104K +1,610 New
MAWCM
675
Mine & Arao Wealth Creation & Management
California
$96K

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.