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Sempra
SRE

Overview Fund Activity

785 hedge funds and large institutions have $29.4B invested in Sempra in 2020 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 279 increasing their positions, 279 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
+10
Holders Change %
+1.29%
% of All Funds
15.88%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
85
Increased
279
Reduced
279
Closed
70
Calls
$155M
Puts
$136M
Net Calls
+$18.9M
Net Calls Change
+$49.1M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$567M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$245M
3
EIP
3
Energy Income Partners
Connecticut
$163M
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$60.5M
5
Deutsche Bank
5
Deutsche Bank
Germany
$682M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$358M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$197M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$168M
4
Capital International Investors
4
Capital International Investors
California
$2.06B
5
BlackRock
5
BlackRock
New York
$2.41B
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
726
Sonora Investment Management
Arizona
$20K – – –
HFA
727
HC Financial Advisors
California
$20K – – –
PWM
728
Provident Wealth Management
Tennessee
$20K +$20K +340 New
OC
729
Oakworth Capital
Alabama
$18K -$960 -16 -5%
SL
730
Savior LLC
Massachusetts
$18K – – –
SCM
731
Silvant Capital Management
Georgia
$18K – – –
HDIM
732
Hanson & Doremus Investment Management
Vermont
$18K – – –
LWA
733
Lenox Wealth Advisors
New York
$17K -$1.5K -26 -8%
LFG
734
LifePlan Financial Group
Ohio
$16K – – –
BWM
735
BerganKDV Wealth Management
Minnesota
$15K -$12.5K -210 -45%
EW
736
Evoke Wealth
California
$15K +$469 +8 +3%
CCA
737
Column Capital Advisors
Indiana
$14K – – –
GAM
738
Gemmer Asset Management
California
$13K – – –
MAM
739
Marquette Asset Management
Minnesota
$12K – – –
CTB
740
Country Trust Bank
Illinois
$12K – – –
PFWA
741
Paces Ferry Wealth Advisors
Georgia
$12K +$12K +196 New
SWA
742
Sutton Wealth Advisors
Florida
$11.2K -$2.37K -40 -17%
CB
743
CNB Bank
Pennsylvania
$11K – – –
TAIM
744
TD Ameritrade Investment Management
Nebraska
$11K +$3.42K +56 +45%
AWM
745
Avior Wealth Management
Nebraska
$10K – – –
AA
746
Ancora Advisors
Ohio
$10K – – –
LAS
747
Lloyd Advisory Services
Georgia
$10K +$4.32K +70 +76%
CSPIA
748
Cary Street Partners Investment Advisory
Virginia
$10K +$10K +166 New
BWM
749
Baystate Wealth Management
Massachusetts
$9K +$115 +2 +1%
FFA
750
Founders Financial Alliance
North Carolina
$8K +$8K +130 New
28 29
30
31 32