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Sempra
SRE

Overview Fund Activity

785 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, 279 increasing their positions, 279 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
+10
Holders Change %
+1.29%
% of All Funds
15.88%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
85
Increased
279
Reduced
279
Closed
70
Calls
$155M
Puts
$136M
Net Calls
+$18.9M
Net Calls Change
+$49.1M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$567M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$245M
3
EIP
3
Energy Income Partners
Connecticut
$163M
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$60.5M
5
Deutsche Bank
5
Deutsche Bank
Germany
$682M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$358M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$197M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$168M
4
Capital International Investors
4
Capital International Investors
California
$2.06B
5
BlackRock
5
BlackRock
New York
$2.41B
Name Holding Trade Value Shares
Change 		Shares
Change %
THWM
826
Taylor Hoffman Wealth Management
Virginia
– -$164K -2,800 Closed
OCM
827
Ovata Capital Management
Hong Kong
– -$128K -2,178 Closed
HIIFS
828
Harel Insurance Investments & Financial Services
Israel
– -$106K -1,808 Closed
PA
829
Perennial Advisors
New York
– -$102K -1,740 Closed
WFMPM
830
Woodley Farra Manion Portfolio Management
Indiana
– -$101K -1,728 Closed
FANJ
831
Financial Architects (New Jersey)
New Jersey
– -$92K -1,572 Closed
CFG
832
Citizens Financial Group
Rhode Island
– -$93K -1,568 Closed
NICM
833
Neo Ivy Capital Management
New York
– -$82K -1,400 Closed
FWM
834
FSA Wealth Management
Massachusetts
– -$77K -1,320 Closed
DI
835
Disciplined Investments
Oklahoma
– -$70K -1,200 Closed
EWP
836
Engrave Wealth Partners
Texas
– -$54K -924 Closed
SF
837
Synovus Financial
Georgia
– -$39K -670 Closed
PA
838
Procyon Advisors
Connecticut
– -$29K -492 Closed
EARNEST Partners
839
EARNEST Partners
Georgia
– -$20K -342 Closed
BL
840
Balentine LLC
Georgia
– -$16K -280 Closed
Loomis, Sayles & Company
841
Loomis, Sayles & Company
Massachusetts
– -$14K -240 Closed
CWM
842
Campbell Wealth Management
Virginia
– -$12K -202 Closed
BFIM
843
Beese Fulmer Investment Management
Ohio
– -$12K -200 Closed
HR
844
Howe & Rusling
New York
– -$8K -140 Closed
FFC
845
First Financial Corp
Indiana
– -$7K -124 Closed
AWA
846
Arkadios Wealth Advisors
Georgia
– -$7.14K -116 Closed
MDCM
847
Morgan Dempsey Capital Management
Wisconsin
– -$6K -104 Closed
ADL
848
Asset Dedication LLC
California
– -$6K -100 Closed
WAMC
849
Western Asset Management Company
California
– -$3K -50 Closed
GEA
850
Glen Eagle Advisors
New Jersey
– -$1.99K -34 Closed
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