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Sempra
SRE

Overview Fund Activity

720 hedge funds and large institutions have $28.9B invested in Sempra in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 250 increasing their positions, 217 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+39
Holders Change %
+5.73%
% of All Funds
16.07%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.29%
New
111
Increased
250
Reduced
217
Closed
67
Calls
$99.4M
Puts
$48.5M
Net Calls
+$50.9M
Net Calls Change
-$90.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.94B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$626M
3
Capital International Investors
Capital International Investors
California
$1.37B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.27B
5
BlackRock
BlackRock
New York
$2.42B

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
$246M
2
Franklin Resources
Franklin Resources
California
$1.45B
3
Capital Research Global Investors
Capital Research Global Investors
California
$415M
4
Citadel Advisors
Citadel Advisors
Florida
$121M
5
Capital World Investors
Capital World Investors
California
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
676
Carroll Financial Associates
North Carolina
$11K +$5.72K +104 +108%
WCM
677
WealthBridge Capital Management
Ohio
$11K +$11K +196 New
FGC
678
Financial Gravity Companies
Texas
$10K +$10K +164 New
SWA
679
Sutton Wealth Advisors
Florida
$9.85K – – –
HR
680
Howe & Rusling
New York
$8K – – –
AIS
681
AlphaOne Investment Services
Pennsylvania
$8K – – –
CA
682
Claro Advisors
Massachusetts
$8K +$8K +138 New
BWM
683
Baystate Wealth Management
Massachusetts
$7K +$123 +2 +2%
MFBTD
684
MB Financial Bank - Trust Department
Illinois
$6K -$5.17K -100 -46%
CFA
685
Clarfeld Financial Advisors
New York
$6K +$6K +102 New
CBT
686
Central Bank & Trust
Kentucky
$5K -$2.5K -50 -33%
JAM
687
JCIC Asset Management
Ontario, Canada
$5K – – –
ATC
688
Adirondack Trust Company
New York
$5K +$1.67K +30 +50%
LWANC
689
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K +$5K +92 New
ESB
690
Essex Savings Bank
Connecticut
$5K +$5K +100 New
ADL
691
Asset Dedication LLC
California
$5K +$5K +100 New
PWM
692
PRW Wealth Management
Massachusetts
$5K +$5K +102 New
YWP
693
YorkBridge Wealth Partners
New York
$4K – – –
HI
694
Human Investing
Oregon
$4K +$4K +76 New
AP
695
Arlington Partners
Alabama
$3K +$3K +52 New
LWCFA
696
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
LWM
697
Lenox Wealth Management
Ohio
$2K – – –
Rockefeller Capital Management
698
Rockefeller Capital Management
New York
$2K – – –
PWMG
699
Prestige Wealth Management Group
New Jersey
$2K +$2K +32 New
FTI
700
Fiduciary Trust International
Massachusetts
$2K +$2K +40 New
26 27
28
29 30