Sempra
762 hedge funds and large institutions have $28.5B invested in Sempra in 2020 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 270 increasing their positions, 295 reducing their positions, and 148 closing their positions.
8% less call options, than puts
Call options by funds: $68M | Put options by funds: $74M
8% less repeat investments, than reductions
Existing positions increased: 270 | Existing positions reduced: 295
5.91% less ownership
Funds ownership: 178.5% → 172.59% (-5.9%)
10% less funds holding
Funds holding: 850 → 762 (-88)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
25% less capital invested
Capital invested by funds: $38.1B → $28.5B (-$9.59B)
53% less first-time investments, than exits
New positions opened: 70 | Existing positions closed: 148
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$392M |
| 2 |
State Street
Boston,
Massachusetts
|
+$122M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$107M |
| 4 |
D.E. Shaw & Co
New York
|
+$100M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$98.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$291M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$127M |
| 3 |
Morgan Stanley
New York
|
-$95.4M |
| 4 |
JP Morgan Chase
New York
|
-$92.8M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$89.2M |
SRE Hedge Fund Activity: Q1 2020 in Review
762 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q1 2020, worth a combined $28.5B — down 25% from $38.1B a quarter earlier.
Sellers outnumbered buyers: 148 funds closed out of SRE and 70 opened new positions — a net loss of 78 holders — while 295 trimmed existing stakes and 270 added.
The largest buyer was Capital International Investors, adding an estimated $392M. The largest seller was Franklin Resources, cutting an estimated $291M.
- 762 institutional investors held Sempra (SRE) as of Q1 2020, down from 850 in Q4 2019.
- Funds reported $28.5B of Sempra stock for Q1 2020, down 25% quarter-over-quarter.
- 70 funds opened new Sempra positions in Q1 2020 and 148 closed out, a net change of -78 holders.
- The largest Sempra buyer in Q1 2020 was Capital International Investors, an estimated $392M added.
- The largest Sempra seller in Q1 2020 was Franklin Resources, an estimated $291M sold.
Based on aggregated 13F filings for Q1 2020.