We are live on ! Find out more

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
SBL
701
Sargent Bickham Lagudis
Colorado
$64K
TC
702
Truvestments Capital
Florida
$64K
LF
703
Lee Financial
Texas
$64K +$9.78K +152 +18%
HCM
704
Horrell Capital Management
Arkansas
$64K +$64.3K +1,000 New
IA
705
Inspire Advisors
Idaho
$64K +$64.3K +1,000 New
OCM
706
Orion Capital Management
California
$64K +$65.1K +1,012 New
OIA
707
Optimum Investment Advisors
Illinois
$62K -$4.5K -70 -7%
GG
708
Gleason Group
Kentucky
$60K +$515 +8 +0.9%
RWG
709
Regal Wealth Group
California
$59K +$515 +8 +0.9%
EA
710
Elm Advisors
California
$55K +$56K +870 New
HGWM
711
Harvest Group Wealth Management
Massachusetts
$52K
HCM
712
Highlander Capital Management
New Jersey
$51K
NL
713
NVWM LLC
Pennsylvania
$51K
VRM
714
Vectors Research Management
New York
$51K
BCA
715
Berman Capital Advisors
Georgia
$49K +$901 +14 +2%
RDFA
716
Ritter Daniher Financial Advisory
Ohio
$49K +$49.7K +772 New
MCM
717
MV Capital Management
Maryland
$47K
SWA
718
SOA Wealth Advisors
New York
$47K +$48.2K +750 New
FDCDDQ
719
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.1K +$45.8K +712 +5,933%
CI
720
CX Institutional
Indiana
$46K -$1.29K -20 -3%
FHC
721
First Horizon Corporation
Tennessee
$46K +$16K +248 +51%
TCWA
722
Ten Capital Wealth Advisors
Washington
$46K +$46.4K +722 New
ED
723
Exane Derivatives
France
$44.2K +$18.8K +292 +73%
CCA
724
Childress Capital Advisors
Texas
$44K +$41.9K +652 New
CAAS
725
Capital Asset Advisory Services
Michigan
$44K +$44.1K +686 New

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.