Sempra
485 hedge funds and large institutions have $15.4B invested in Sempra in 2013 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 148 increasing their positions, 194 reducing their positions, and 46 closing their positions.
24% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 46
22% more call options, than puts
Call options by funds: $35.4M | Put options by funds: $29.1M
2% more funds holding
Funds holding: 476 → 485 (+9)
4% more capital invested
Capital invested by funds: $14.7B → $15.4B (+$644M)
0.79% less ownership
Funds ownership: 140.82% → 140.03% (-0.79%)
24% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 194
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$214M |
| 2 |
JP Morgan Chase
New York
|
+$141M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$47.6M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$46.4M |
| 5 |
Teacher Retirement System of Texas
Austin,
Texas
|
+$41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$189M |
| 2 |
O
OppenheimerFunds
New York
|
-$120M |
| 3 |
CC
Carlson Capital
Dallas,
Texas
|
-$61.5M |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
-$46.4M |
| 5 |
Neuberger Berman Group
New York
|
-$43.8M |
SRE Hedge Fund Activity: Q4 2013 in Review
485 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q4 2013, worth a combined $15.4B — up 4.4% from $14.7B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new SRE positions and 46 closed out — a net gain of 11 holders — while 148 added to existing stakes and 194 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $214M. The largest seller was Fidelity Investments, cutting an estimated $189M.
- 485 institutional investors held Sempra (SRE) as of Q4 2013, up from 476 in Q3 2013.
- Funds reported $15.4B of Sempra stock for Q4 2013, up 4.4% quarter-over-quarter.
- 57 funds opened new Sempra positions in Q4 2013 and 46 closed out, a net change of +11 holders.
- The largest Sempra buyer in Q4 2013 was Capital Research Global Investors, an estimated $214M added.
- The largest Sempra seller in Q4 2013 was Fidelity Investments, an estimated $189M sold.
Based on aggregated 13F filings for Q4 2013.