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Sempra
SRE

Overview Fund Activity

775 hedge funds and large institutions have $29.7B invested in Sempra in 2020 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 294 increasing their positions, 257 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
+17
Holders Change %
+2.24%
% of All Funds
15.93%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
93
Increased
294
Reduced
257
Closed
71
Calls
$127M
Puts
$158M
Net Calls
-$30.2M
Net Calls Change
-$24.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$210M
2
Capital International Investors
Capital International Investors
California
+$156M
3
Blackstone Inc
Blackstone Inc
New York
+$138M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$126M
5
BC
Brookfield Corp
Ontario, Canada
+$119M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$316M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$222M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$153M
4
TCA
Tortoise Capital Advisors
Kansas
-$149M
5
BlackRock
BlackRock
New York
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
676
Zions Bancorporation
Utah
$48K +$2.32K +40 +5%
HCM
677
Highlander Capital Management
New Jersey
$47K – – –
HGWM
678
Harvest Group Wealth Management
Massachusetts
$47K – – –
NL
679
NVWM LLC
Pennsylvania
$47K – – –
VRM
680
Vectors Research Management
New York
$47K – – –
MCM
681
MV Capital Management
Maryland
$43K – – –
BCA
682
Berman Capital Advisors
Georgia
$41K -$21.1K -382 -34%
SF
683
Synovus Financial
Georgia
$39K -$58.4K -1,004 -60%
PMFA
684
Plante Moran Financial Advisors
Michigan
$38K +$2.72K +46 +8%
MG
685
MilWealth Group
Wisconsin
$33.8K – – –
PFBT
686
Parkside Financial Bank & Trust
Missouri
$33K +$2.21K +38 +7%
PCG
687
Private Capital Group
Connecticut
$31K -$3.08K -52 -9%
CFB
688
Cullen/Frost Bankers
Texas
$31K – – –
JWM
689
Janiczek Wealth Management
Colorado
$31K – – –
AF
690
Arrow Financial
New York
$30K -$2.65K -46 -8%
M
691
MOTCO
Texas
$30K – – –
PA
692
Procyon Advisors
Connecticut
$29K +$20K +340 +224%
IFAM
693
Institutional & Family Asset Management
Colorado
$28K +$234 +4 +0.8%
BWM
694
BerganKDV Wealth Management
Minnesota
$27K +$8.42K +144 +45%
EWM
695
Endurance Wealth Management
Rhode Island
$26K – – –
EFSCE
696
Enterprise Financial Services Corp (EFSC)
Missouri
$25K +$1.98K +34 +9%
FQ
697
First Quadrant
California
$24K -$82.9K -1,396 -78%
EIM
698
Essex Investment Management
Massachusetts
$23K – – –
CMA
699
Cedar Mountain Advisors
Oregon
$23K – – –
APWM
700
Atlas Private Wealth Management
New York
$23K – – –
26 27
28
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