Sempra
SRE
536 hedge funds and large institutions have $18.3B invested in Sempra in 2014 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 193 reducing their positions, and 36 closing their positions.
226% more call options, than puts
Call options by funds: $37.7M | Put options by funds: $11.6M
44% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 36
11% more capital invested
Capital invested by funds: $16.6B → $18.3B (+$1.77B)
3.02% more ownership
Funds ownership: 139.72% → 142.75% (+3%)
2% more funds holding
Funds holding: 524 → 536 (+12)
7% less repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 193
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$260M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$225M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$118M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$95.1M |
| 5 |
State Street
Boston,
Massachusetts
|
+$88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$175M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$160M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$123M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$56.1M |
| 5 |
Two Sigma Investments
New York
|
-$33M |
SRE Hedge Fund Activity: Q2 2014 in Review
536 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q2 2014, worth a combined $18.3B — up 11% from $16.6B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new SRE positions and 36 closed out — a net gain of 16 holders — while 180 added to existing stakes and 193 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $260M. The largest seller was JP Morgan Chase, cutting an estimated $175M.
- 536 institutional investors held Sempra (SRE) as of Q2 2014, up from 524 in Q1 2014.
- Funds reported $18.3B of Sempra stock for Q2 2014, up 11% quarter-over-quarter.
- 52 funds opened new Sempra positions in Q2 2014 and 36 closed out, a net change of +16 holders.
- The largest Sempra buyer in Q2 2014 was Capital Research Global Investors, an estimated $260M added.
- The largest Sempra seller in Q2 2014 was JP Morgan Chase, an estimated $175M sold.
Based on aggregated 13F filings for Q2 2014.