Sempra
524 hedge funds and large institutions have $16.5B invested in Sempra in 2014 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 186 increasing their positions, 188 reducing their positions, and 14 closing their positions.
329% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 14
315% more call options, than puts
Call options by funds: $63.1M | Put options by funds: $15.2M
120% more funds holding in top 10
Funds holding in top 10: 5 → 11 (+6)
8% more funds holding
Funds holding: 484 → 524 (+40)
8% more capital invested
Capital invested by funds: $15.3B → $16.5B (+$1.2B)
0.3% less ownership
Funds ownership: 140.03% → 139.72% (-0.3%)
1% less repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 188
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$560M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$82.2M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$40M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$37.3M |
| 5 |
Two Sigma Investments
New York
|
+$31.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$298M |
| 2 |
JP Morgan Chase
New York
|
-$189M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$127M |
| 4 |
Morgan Stanley
New York
|
-$103M |
| 5 |
Goldman Sachs
New York
|
-$70.9M |
SRE Hedge Fund Activity: Q1 2014 in Review
524 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q1 2014, worth a combined $16.5B — up 7.8% from $15.3B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new SRE positions and 14 closed out — a net gain of 46 holders — while 186 added to existing stakes and 188 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $560M. The largest seller was Franklin Resources, cutting an estimated $298M.
- 524 institutional investors held Sempra (SRE) as of Q1 2014, up from 484 in Q4 2013.
- Funds reported $16.5B of Sempra stock for Q1 2014, up 7.8% quarter-over-quarter.
- 60 funds opened new Sempra positions in Q1 2014 and 14 closed out, a net change of +46 holders.
- The largest Sempra buyer in Q1 2014 was Capital Research Global Investors, an estimated $560M added.
- The largest Sempra seller in Q1 2014 was Franklin Resources, an estimated $298M sold.
Based on aggregated 13F filings for Q1 2014.