Sempra
SRE
779 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, 295 increasing their positions, 260 reducing their positions, and 71 closing their positions.
31% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 71
13% more repeat investments, than reductions
Existing positions increased: 295 | Existing positions reduced: 260
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
2% more funds holding
Funds holding: 762 → 779 (+17)
4% more capital invested
Capital invested by funds: $28.5B → $29.7B (+$1.16B)
0.32% more ownership
Funds ownership: 172.59% → 172.91% (+0.32%)
19% less call options, than puts
Call options by funds: $127M | Put options by funds: $158M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$221M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$163M |
| 3 |
Blackstone Inc
New York
|
+$145M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$130M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$125M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$331M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$232M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$160M |
| 4 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
-$156M |
| 5 |
BlackRock
New York
|
-$139M |
SRE Hedge Fund Activity: Q2 2020 in Review
779 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q2 2020, worth a combined $29.7B — up 4.1% from $28.5B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new SRE positions and 71 closed out — a net gain of 22 holders — while 295 added to existing stakes and 260 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $221M. The largest seller was T. Rowe Price Associates, cutting an estimated $331M.
- 779 institutional investors held Sempra (SRE) as of Q2 2020, up from 762 in Q1 2020.
- Funds reported $29.7B of Sempra stock for Q2 2020, up 4.1% quarter-over-quarter.
- 93 funds opened new Sempra positions in Q2 2020 and 71 closed out, a net change of +22 holders.
- The largest Sempra buyer in Q2 2020 was Wellington Management Group, an estimated $221M added.
- The largest Sempra seller in Q2 2020 was T. Rowe Price Associates, an estimated $331M sold.
Based on aggregated 13F filings for Q2 2020.