SRE icon

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 %
EIP
801
Ellis Investment Partners
Pennsylvania
$12K – – –
PWP
802
Personal Wealth Partners
Minnesota
$12K – – –
HR
803
Howe & Rusling
New York
$11K – – –
SFSIG
804
San Francisco Sentry Investment Group
California
$11K – – –
SQA
805
Simon Quick Advisors
New Jersey
$11K +$11K +150 New
HWM
806
HighMark Wealth Management
Minnesota
$11K +$11K +150 New
AWA
807
Arkadios Wealth Advisors
Georgia
$9.25K +$9.25K +116 New
ACA
808
Atlas Capital Advisors
Wyoming
$9.24K -$62K -818 -87%
CHC
809
City Holding Co
West Virginia
$9K – – –
JFGIW
810
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K -$2.67K -34 -25%
ADL
811
Asset Dedication LLC
California
$8K – – –
BAMG
812
Brand Asset Management Group
Missouri
$8K – – –
JAM
813
JCIC Asset Management
Ontario, Canada
$7K – – –
EWA
814
Evolution Wealth Advisors
Florida
$7K +$304 +4 +5%
WQ
815
Wealth Quarterback
New Jersey
$6.05K +$6.05K +41,190 New
BFC
816
Bedel Financial Consulting
Indiana
$6K – – –
WEC
817
Winslow Evans & Crocker
Massachusetts
$6K – – –
HI
818
Human Investing
Oregon
$6K – – –
TI
819
tru Independence
Oregon
$6K +$6K +110 New
CHAM
820
Clear Harbor Asset Management
Connecticut
$5.3K +$5.3K +70 New
CCM
821
Cribstone Capital Management
Maine
$5K -$38.8K -512 -89%
RCA
822
Ranch Capital Advisors
Florida
$5K +$5K +60 New
CAC
823
Certified Advisory Corp
Florida
$4K +$4K +52 New
AP
824
Arlington Partners
Alabama
$4K +$4K +52 New
WCM
825
Wealthcare Capital Management
Virginia
$4K +$4K +52 New
31 32
33
34 35