Sempra
789 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, 281 increasing their positions, 280 reducing their positions, and 70 closing their positions.
21% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 70
14% more call options, than puts
Call options by funds: $155M | Put options by funds: $136M
1% more funds holding
Funds holding: 779 → 789 (+10)
0% more repeat investments, than reductions
Existing positions increased: 281 | Existing positions reduced: 280
1% less capital invested
Capital invested by funds: $29.7B → $29.4B (-$252M)
0.92% less ownership
Funds ownership: 172.91% → 171.99% (-0.92%)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$153M |
| 2 |
ClearBridge Investments
New York
|
+$116M |
| 3 |
EIP
Energy Income Partners
Westport,
Connecticut
|
+$58.5M |
| 4 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
+$56.6M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$44.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$153M |
| 2 |
JP Morgan Chase
New York
|
-$139M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$138M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$94.3M |
| 5 |
BlackRock
New York
|
-$81.2M |
SRE Hedge Fund Activity: Q3 2020 in Review
789 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q3 2020, worth a combined $29.4B — down 0.85% from $29.7B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new SRE positions and 70 closed out — a net gain of 15 holders — while 281 added to existing stakes and 280 trimmed.
The largest buyer was Franklin Resources, adding an estimated $153M. The largest seller was Fidelity Investments, cutting an estimated $153M.
- 789 institutional investors held Sempra (SRE) as of Q3 2020, up from 779 in Q2 2020.
- Funds reported $29.4B of Sempra stock for Q3 2020, down 0.85% quarter-over-quarter.
- 85 funds opened new Sempra positions in Q3 2020 and 70 closed out, a net change of +15 holders.
- The largest Sempra buyer in Q3 2020 was Franklin Resources, an estimated $153M added.
- The largest Sempra seller in Q3 2020 was Fidelity Investments, an estimated $153M sold.
Based on aggregated 13F filings for Q3 2020.