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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
$1.26B
2
Capital International Investors
Capital International Investors
California
$2.13B
3
Blackstone Inc
Blackstone Inc
New York
$138M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$334M
5
BC
Brookfield Corp
Ontario, Canada
$119M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$500M
3
Capital Research Global Investors
Capital Research Global Investors
California
$86.3M
4
TCA
Tortoise Capital Advisors
Kansas
$20M
5
BlackRock
BlackRock
New York
$2.47B
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
751
Human Investing
Oregon
$4K – – –
RCA
752
Ranch Capital Advisors
Florida
$4K – – –
LF
753
Lee Financial
Texas
$3K -$29.9K -478 -91%
PWMG
754
Prestige Wealth Management Group
New Jersey
$3K -$4.11K -74 -58%
LWANC
755
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K -$3K -46 -50%
CAC
756
Certified Advisory Corp
Florida
$3K – – –
CAM
757
ClariVest Asset Management
California
$3K – – –
SWM
758
Sugarloaf Wealth Management
Georgia
$3K – – –
WAMC
759
Western Asset Management Company
California
$3K +$1.44K +24 +92%
FHA
760
First Horizon Advisors
Tennessee
$2K -$19.7K -276 -91%
JFGIW
761
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K -$3.1K -62 -61%
UFF
762
USA Financial Formulas
Michigan
$2K -$2.14K -30 -52%
TFGT
763
TS Financial Group (TSFG)
Illinois
$2K – – –
NC
764
NewSquare Capital
Pennsylvania
$2K +$2K +34 New
CFD
765
Creative Financial Designs
Indiana
$2K +$2K +38 New
GEA
766
Glen Eagle Advisors
New Jersey
$1.99K +$1.99K +34 New
MWA
767
MFA Wealth Advisors
Pennsylvania
$1.99K +$1.99K +34 New
BBHC
768
Brown Brothers Harriman & Co
New York
$1K -$8.6K -86 -90%
LWA
769
Lowe Wealth Advisors
Maryland
$1K – – –
AWM
770
Apollon Wealth Management
South Carolina
$1K +$1K +14 New
FMP
771
Financial Management Professionals
Texas
$1K +$1K +24 New
WIM
772
Westside Investment Management
California
$35 – – –
TI
773
tru Independence
Oregon
$6 – – –
Lord, Abbett & Co
774
Lord, Abbett & Co
New Jersey
– -$51.8M -916,654 Closed
Arrowstreet Capital
775
Arrowstreet Capital
Massachusetts
– -$17M -300,428 Closed
29 30
31
32 33