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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 %
SWM
826
Sugarloaf Wealth Management
Georgia
$4K +$4K +56 New
AIC
827
Ameritas Investment Company
Nebraska
$3K -$6K -80 -67%
BWM
828
Baystate Wealth Management
Massachusetts
$3K -$5.29K -74 -64%
TFGT
829
TS Financial Group (TSFG)
Illinois
$3K – – –
LWM
830
Lenox Wealth Management
Ohio
$3K – – –
LWANC
831
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
BL
832
Balentine LLC
Georgia
$3K +$1K +12 +50%
PWMG
833
Prestige Wealth Management Group
New Jersey
$3K +$1.5K +20 +100%
Fidelity International
834
Fidelity International
Bermuda
$2K – – –
LWA
835
Lowe Wealth Advisors
Maryland
$2K – – –
CMBA
836
C.M. Bidwell & Associates
Hawaii
$2K – – –
TL
837
TrueWealth LLC
Georgia
$1K – – –
LFG
838
LifePlan Financial Group
Ohio
$1K – – –
ETC
839
Exchange Traded Concepts
Oklahoma
$1K +$1K +8 New
PW
840
Price Wealth
Texas
$1K +$1K +18 New
LP
841
LMR Partners
United Kingdom
$857 +$857 +11,310 New
CA
842
Claar Advisors
New York
$737 – – –
PAA
843
Peregrine Asset Advisers
Oregon
$339 -$45 -600 -12%
PGAM
844
Princeton Global Asset Management
New Jersey
$78 +$78 +1,036 New
LS
845
Leelyn Smith
Illinois
$1 +$1 +16 New
ZP
846
Zimmer Partners
New York
– -$718M -9,727,102 Closed
CPP
847
Crow Point Partners
Massachusetts
– -$44.1M -610,000 Closed
ZIG
848
Zurich Insurance Group
Switzerland
– -$9.56M -129,524 Closed
LSA
849
L & S Advisors
California
– -$6.1M -82,656 Closed
Twin Tree Management
850
Twin Tree Management
Texas
– -$4.46M -60,386 Closed
32 33
34
35 36