Sempra
SRE
676 hedge funds and large institutions have $28.7B invested in Sempra in 2018 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 247 increasing their positions, 224 reducing their positions, and 59 closing their positions.
32% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 59
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
10% more repeat investments, than reductions
Existing positions increased: 247 | Existing positions reduced: 224
6% more capital invested
Capital invested by funds: $27.1B → $28.7B (+$1.63B)
2.65% more ownership
Funds ownership: 184.61% → 187.26% (+2.6%)
2% more funds holding
Funds holding: 661 → 676 (+15)
21% less call options, than puts
Call options by funds: $98.4M | Put options by funds: $124M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$496M |
| 2 |
Nomura Holdings
Tokyo,
Japan
|
+$340M |
| 3 |
EM
Elliott Management
New York
|
+$82M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$80.6M |
| 5 |
Goldman Sachs
New York
|
+$80.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$288M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$199M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$145M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$136M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$64.8M |
SRE Hedge Fund Activity: Q2 2018 in Review
676 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q2 2018, worth a combined $28.7B — up 6% from $27.1B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new SRE positions and 59 closed out — a net gain of 19 holders — while 247 added to existing stakes and 224 trimmed.
The largest buyer was UBS Group, adding an estimated $496M. The largest seller was Fidelity Investments, cutting an estimated $288M.
- 676 institutional investors held Sempra (SRE) as of Q2 2018, up from 661 in Q1 2018.
- Funds reported $28.7B of Sempra stock for Q2 2018, up 6% quarter-over-quarter.
- 78 funds opened new Sempra positions in Q2 2018 and 59 closed out, a net change of +19 holders.
- The largest Sempra buyer in Q2 2018 was UBS Group, an estimated $496M added.
- The largest Sempra seller in Q2 2018 was Fidelity Investments, an estimated $288M sold.
Based on aggregated 13F filings for Q2 2018.