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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 %
MMG
701
Monetary Management Group
Missouri
$23K – – –
FHA
702
Flagship Harbor Advisors
Massachusetts
$22K – – –
DSC
703
Duncker Streett & Co
Missouri
$21K – – –
HFA
704
HC Financial Advisors
California
$20K – – –
EARNEST Partners
705
EARNEST Partners
Georgia
$20K – – –
SLF
706
Sun Life Financial
Ontario, Canada
$20K +$238 +4 +1%
FCA
707
FinTrust Capital Advisors
South Carolina
$19K -$4.63K -78 -20%
SIM
708
Sonora Investment Management
Arizona
$19K – – –
OC
709
Oakworth Capital
Alabama
$19K – – –
LWA
710
Lenox Wealth Advisors
New York
$19K +$2.97K +50 +19%
CI
711
CX Institutional
Indiana
$19K +$6.37K +110 +50%
NIM
712
NuWave Investment Management
New Jersey
$19K +$19K +320 New
SCM
713
Silvant Capital Management
Georgia
$18K – – –
SL
714
Savior LLC
Massachusetts
$18K – – –
HDIM
715
Hanson & Doremus Investment Management
Vermont
$18K – – –
WT
716
Washington Trust
Rhode Island
$18K +$13.2K +220 +275%
TFO
717
Tarbox Family Office
California
$17K +$1.17K +20 +7%
BL
718
Balentine LLC
Georgia
$16K -$3.66K -64 -19%
LFG
719
LifePlan Financial Group
Ohio
$16K – – –
EW
720
Evoke Wealth
California
$15K -$45.5K -752 -75%
Loomis, Sayles & Company
721
Loomis, Sayles & Company
Massachusetts
$14K -$817 -14 -6%
EI
722
Ellevest Inc
New York
$14K +$12.2K +214 +669%
CCA
723
Column Capital Advisors
Indiana
$14K +$14K +244 New
SWA
724
Sutton Wealth Advisors
Florida
$13.5K +$2.35K +40 +21%
GAM
725
Gemmer Asset Management
California
$13K – – –
27 28
29
30 31