SRE icon

Sempra
SRE

Overview Fund Activity

763 hedge funds and large institutions have $37.8B invested in Sempra in 2019 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 285 increasing their positions, 235 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+17
Holders Change %
+2.28%
% of All Funds
16.76%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.24%
New
84
Increased
285
Reduced
235
Closed
64
Calls
$236M
Puts
$63M
Net Calls
+$173M
Net Calls Change
+$110M

Top Buyers

1
Invesco
1
Invesco
Georgia
$696M
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$366M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$175M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.44B
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$96.6M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.61B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$394M
3
ZP
3
Zimmer Partners
New York
$718M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$478M
5
BC
5
Brookfield Corp
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
726
Howe & Rusling
New York
$10K – – –
SFSIG
727
San Francisco Sentry Investment Group
California
$10K +$286 +4 +3%
JFGIW
728
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K +$7.06K +96 +240%
CHC
729
City Holding Co
West Virginia
$9K – – –
BWM
730
Baystate Wealth Management
Massachusetts
$9K +$155 +2 +2%
AIC
731
Ameritas Investment Company
Nebraska
$9K +$9K +120 New
BAMG
732
Brand Asset Management Group
Missouri
$8K – – –
ADL
733
Asset Dedication LLC
California
$7K – – –
JAM
734
JCIC Asset Management
Ontario, Canada
$7K – – –
WCM
735
Whitener Capital Management
North Carolina
$7K +$7K +100 New
WEC
736
Winslow Evans & Crocker
Massachusetts
$6K – – –
EWA
737
Evolution Wealth Advisors
Florida
$6K – – –
HI
738
Human Investing
Oregon
$6K – – –
BFC
739
Bedel Financial Consulting
Indiana
$6K +$6K +78 New
GWS
740
Glassman Wealth Services
Virginia
$5K +$1.77K +22 +55%
TFGT
741
TS Financial Group (TSFG)
Illinois
$3K – – –
LWM
742
Lenox Wealth Management
Ohio
$3K – – –
TFS
743
TrustCore Financial Services
Tennessee
$3K +$3K +40 New
LWANC
744
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$3K +46 New
LGWM
745
Litman Gregory Wealth Management
California
$2K -$1.83K -22 -48%
LWA
746
Lowe Wealth Advisors
Maryland
$2K – – –
GWMIA
747
Global Wealth Management Investment Advisory
Florida
$2K – – –
CMBA
748
C.M. Bidwell & Associates
Hawaii
$2K – – –
Fidelity International
749
Fidelity International
Bermuda
$2K – – –
BL
750
Balentine LLC
Georgia
$2K +$667 +8 +50%
28 29
30
31 32