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Sempra
SRE

Overview Fund Activity

848 hedge funds and large institutions have $38.1B invested in Sempra in 2019 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 307 increasing their positions, 236 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
848
Holders Change
+85
Holders Change %
+11.14%
% of All Funds
16.75%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.18%
New
140
Increased
307
Reduced
236
Closed
41
Calls
$73.1M
Puts
$93.5M
Net Calls
-$20.4M
Net Calls Change
-$193M

Top Buyers

1
TCA
Tortoise Capital Advisors
Kansas
$275M
2
State Street
State Street
Massachusetts
$2.36B
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.67B
4
Citadel Advisors
Citadel Advisors
Florida
$138M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$205M

Top Sellers

1
ZP
Zimmer Partners
New York
$0
2
Barclays
Barclays
United Kingdom
$64.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.36B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.43B
5
Franklin Resources
Franklin Resources
California
$874M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
776
Sonora Investment Management
Arizona
$27K – – –
DSC
777
Duncker Streett & Co
Missouri
$27K +$27K +350 New
EARNEST Partners
778
EARNEST Partners
Georgia
$26K – – –
SLF
779
Sun Life Financial
Ontario, Canada
$25K -$9.41K -122 -27%
GAM
780
Gemmer Asset Management
California
$25K – – –
OC
781
Oakworth Capital
Alabama
$24K – – –
LWS
782
Lucia Wealth Services
California
$24K – – –
BWM
783
BerganKDV Wealth Management
Minnesota
$24K +$7.7K +102 +47%
FPFS
784
First Personal Financial Services
North Carolina
$23K – – –
HDIM
785
Hanson & Doremus Investment Management
Vermont
$23K – – –
1NWS
786
1 North Wealth Services
Maryland
$23K – – –
SCM
787
Silvant Capital Management
Georgia
$23K – – –
FHA
788
First Horizon Advisors
Tennessee
$23K +$23K +304 New
VEA
789
Virtus ETF Advisers
New York
$18K +$2.79K +36 +18%
LWA
790
Lenox Wealth Advisors
New York
$18K +$18K +244 New
TFO
791
Tarbox Family Office
California
$17K -$1.53K -20 -8%
TRCT
792
Tower Research Capital (TRC)
New York
$16K -$1.07M -14,394 -99%
WAP
793
Wealthcare Advisory Partners
Pennsylvania
$16K – – –
MAM
794
Marquette Asset Management
Minnesota
$15K – – –
PA
795
Procyon Advisors
Connecticut
$14K +$14K +182 New
CB
796
CNB Bank
Pennsylvania
$14K +$14K +182 New
IA
797
IndexIQ Advisors
New York
$14K +$14K +190 New
SWA
798
Sutton Wealth Advisors
Florida
$13.8K – – –
BCI
799
Brinker Capital Investments
Pennsylvania
$12K – – –
CI
800
CX Institutional
Indiana
$12K – – –
30 31
32
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