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831 hedge funds and large institutions have $31.5B invested in Sempra in 2020 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 270 increasing their positions, 292 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 72

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

24% more call options, than puts

Call options by funds: $167M | Put options by funds: $135M

7% more capital invested

Capital invested by funds: $29.4B → $31.5B (+$2.08B)

5% more funds holding

Funds holding: 789831 (+42)

0.77% less ownership

Funds ownership: 171.99%171.22% (-0.77%)

8% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 292

Holders
831
Holders Change
+42
Holders Change %
+5.32%
% of All Funds
14.71%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
128
Increased
270
Reduced
292
Closed
72
Calls
$167M
Puts
$135M
Net Calls
+$32.6M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
776
Gemmer Asset Management
California
$14K
CA
777
Clearstead Advisors
Ohio
$14K +$14.5K +226 New
MAM
778
Marquette Asset Management
Minnesota
$13K
SWA
779
Sutton Wealth Advisors
Florida
$13K +$901 +14 +7%
CB
780
CNB Bank
Pennsylvania
$12K
WAM
781
Wolverine Asset Management
Illinois
$12K +$12.2K +190 New
AIG
782
American International Group
New York
$11.2K -$487K -7,574 -4%
AA
783
Ancora Advisors
Ohio
$11K
PCG
784
Private Capital Group
Connecticut
$10K -$24.1K -374 -71%
BWM
785
Baystate Wealth Management
Massachusetts
$10K
EI
786
Ellevest Inc
New York
$8K +$1.42K +22 +20%
LAS
787
Lloyd Advisory Services
Georgia
$7K -$3.86K -60 -37%
EWA
788
Evolution Wealth Advisors
Florida
$7K
TJHA
789
Thomas J. Herzfeld Advisors
Florida
$7K
AWG
790
Altus Wealth Group
Colorado
$7K +$7.21K +112 New
CTB
791
Country Trust Bank
Illinois
$6K -$6.43K -100 -50%
FHA
792
First Horizon Advisors
Tennessee
$6K -$1.54K -24 -21%
HWM
793
HighMark Wealth Management
Minnesota
$6K
BBHC
794
Brown Brothers Harriman & Co
New York
$6K +$5.66K +88 +880%
WWM
795
Wolff Wiese Magana
California
$6K +$6.18K +96 New
ACM
796
AUA Capital Management
Pennsylvania
$5K
BFC
797
Bedel Financial Consulting
Indiana
$5K
HI
798
Human Investing
Oregon
$5K
JFA
799
JNBA Financial Advisors
Minnesota
$5K +$5.02K +78 New
HR
800
Howe & Rusling
New York
$5K +$5.15K +80 New

SRE Hedge Fund Activity: Q4 2020 in Review

831 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q4 2020, worth a combined $31.5B — up 7.1% from $29.4B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new SRE positions and 72 closed out — a net gain of 56 holders — while 270 added to existing stakes and 292 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $249M. The largest seller was T. Rowe Price Associates, cutting an estimated $361M.

  • 831 institutional investors held Sempra (SRE) as of Q4 2020, up from 789 in Q3 2020.
  • Funds reported $31.5B of Sempra stock for Q4 2020, up 7.1% quarter-over-quarter.
  • 128 funds opened new Sempra positions in Q4 2020 and 72 closed out, a net change of +56 holders.
  • The largest Sempra buyer in Q4 2020 was Citadel Advisors, an estimated $249M added.
  • The largest Sempra seller in Q4 2020 was T. Rowe Price Associates, an estimated $361M sold.

Based on aggregated 13F filings for Q4 2020.