We are live on ! Find out more

808 hedge funds and large institutions have $34.6B invested in Sempra in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 334 increasing their positions, 226 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $96M | Put options by funds: $51.5M

48% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 226

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

10% more capital invested

Capital invested by funds: $31.5B → $34.6B (+$3.07B)

1.68% more ownership

Funds ownership: 171.22%172.9% (+1.7%)

3% less funds holding

Funds holding: 831808 (-23)

15% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 108

Holders
808
Holders Change
-23
Holders Change %
-2.77%
% of All Funds
14.19%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
92
Increased
334
Reduced
226
Closed
108
Calls
$96M
Puts
$51.5M
Net Calls
+$44.5M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
776
First Horizon Corporation
Tennessee
$5K -$40.1K -644 -88%
PMFA
777
Plante Moran Financial Advisors
Michigan
$5K -$34.8K -560 -87%
BFC
778
Bedel Financial Consulting
Indiana
$5K
HI
779
Human Investing
Oregon
$5K
JFA
780
JNBA Financial Advisors
Minnesota
$5K
MWP
781
Meridian Wealth Partners
Pennsylvania
$5K +$4.6K +74 New
KFI
782
Key Financial Inc
Pennsylvania
$4K
SFSIG
783
San Francisco Sentry Investment Group
California
$4K
CWP
784
Concord Wealth Partners
Virginia
$4K +$3.23K +52 +520%
CAC
785
Certified Advisory Corp
Florida
$4K +$3.36K +54 New
KFP
786
KB Financial Partners
New Jersey
$4K +$3.61K +58 New
PWMG
787
Prestige Wealth Management Group
New Jersey
$3K -$373 -6 -12%
CFD
788
Creative Financial Designs
Indiana
$3K
FMP
789
Financial Management Professionals
Texas
$3K
FFA
790
Freedman Financial Associates
Massachusetts
$3K
RCA
791
Ranch Capital Advisors
Florida
$3K
DWP
792
Destiny Wealth Partners
Florida
$3K +$2.74K +44 New
HS
793
Horan Securities
United States
$2K -$373 -6 -15%
SFO
794
Standard Family Office
South Dakota
$2K -$373 -6 -20%
CMBA
795
C.M. Bidwell & Associates
Hawaii
$2K
PWA
796
Phoenix Wealth Advisors
North Carolina
$2K
TFGT
797
TS Financial Group (TSFG)
Illinois
$2K
MCM
798
Manchester Capital Management
Vermont
$2K +$1.37K +22 +275%
AWM
799
Avior Wealth Management
Nebraska
$1K
HCP
800
Hexagon Capital Partners
Arkansas
$1K

SRE Hedge Fund Activity: Q1 2021 in Review

808 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q1 2021, worth a combined $34.6B — up 9.8% from $31.5B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of SRE and 92 opened new positions — a net loss of 16 holders — while 226 trimmed existing stakes and 334 added.

The largest buyer was BlackRock, adding an estimated $503M. The largest seller was Norges Bank, cutting an estimated $135M.

  • 808 institutional investors held Sempra (SRE) as of Q1 2021, down from 831 in Q4 2020.
  • Funds reported $34.6B of Sempra stock for Q1 2021, up 9.8% quarter-over-quarter.
  • 92 funds opened new Sempra positions in Q1 2021 and 108 closed out, a net change of -16 holders.
  • The largest Sempra buyer in Q1 2021 was BlackRock, an estimated $503M added.
  • The largest Sempra seller in Q1 2021 was Norges Bank, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2021.