HI
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HBK Investments’s SM Energy SM Stock Holding History

HBK Investments’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-19,700
Closed -$247K – 741
2019
Q2 		$247K Buy
+19,700
New +$286K ﹤0.01% 552
2019
Q1 		– Sell
-39,400
Closed -$610K – 1316
2018
Q4 		$610K Buy
+39,400
New +$911K 0.01% 841
2018
Q1 		– Sell
-24,366
Closed -$538K – 1131
2017
Q4 		$538K Sell
24,366
-11,794
-33% -$238K ﹤0.01% 729
2017
Q3 		$641K Sell
36,160
-266,879
-88% -$4.17M ﹤0.01% 738
2017
Q2 		$5.01M Buy
+303,039
New +$6.01M 0.03% 242
2017
Q1 		– Sell
-151,139
Closed -$5.21M – 796
2016
Q4 		$5.21M Buy
151,139
+111,844
+285% +$4.04M 0.05% 219
2016
Q3 		$1.52M Sell
39,295
-156,221
-80% -$5.01M 0.01% 423
2016
Q2 		$5.28M Sell
195,516
-681,391
-78% -$19.1M 0.04% 231
2016
Q1 		$16.4M Buy
876,907
+744,107
+560% +$10.3M 0.16% 92
2015
Q4 		$2.61M Sell
132,800
-201,794
-60% -$6.15M 0.02% 352
2015
Q3 		$10.7M Buy
334,594
+170,954
+104% +$6.2M 0.11% 124
2015
Q2 		$7.55M Buy
163,640
+20,442
+14% +$1.08M 0.08% 173
2015
Q1 		$7.4M Buy
143,198
+53,501
+60% +$2.32M 0.07% 174
2014
Q4 		$3.46M Buy
+89,697
New +$4.49M 0.04% 272
2014
Q3 		– Sell
-11,853
Closed -$997K – 1061
2014
Q2 		$997K Sell
11,853
-39,747
-77% -$3.05M 0.02% 516
2014
Q1 		$3.68M Sell
51,600
-4,200
-8% -$329K 0.07% 224
2013
Q4 		$4.64M Buy
+55,800
New +$4.76M 0.09% 154
2013
Q3 		– Sell
-31,998
Closed -$1.92M – 956
2013
Q2 		$1.92M Buy
+31,998
New +$1.95M 0.03% 271

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
OAMA
Oslo Asset Management AS Oslo, Norway $86.5M AUM 12.57% 1-Year Est. Return

HBK Investments's SM Position: Q3 2019 in Review

HBK Investments sold out of SM Energy (SM) in Q3 2019, closing a stake of 19,700 shares — an estimated $247K sold.

HBK Investments first reported a position in SM in Q2 2013 and held it in 18 quarters. The position peaked at $16.4M in Q1 2016. 214 funds tracked by Wall St. Rank hold SM as of Q3 2019.

  • HBK Investments reported no remaining SM Energy position as of Q3 2019 after selling out during the quarter.
  • HBK Investments sold 19,700 SM Energy shares in Q3 2019, an estimated $247K.
  • HBK Investments first reported a position in SM Energy in Q2 2013 and held it in 18 quarters.
  • HBK Investments's SM Energy position peaked at $16.4M in Q1 2016.
  • 214 funds tracked by Wall St. Rank held SM Energy as of Q3 2019.

Based on HBK Investments's 13F filing for Q3 2019, filed 14 Nov 2019.