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SM Energy
SM

Overview Fund Activity

304 hedge funds and large institutions have $3.45B invested in SM Energy in 2016 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 129 increasing their positions, 66 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+38
Holders Change %
+14.29%
% of All Funds
7.61%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.18%
New
71
Increased
129
Reduced
66
Closed
31
Calls
$59.2M
Puts
$97.9M
Net Calls
-$38.7M
Net Calls Change
+$1.49M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$81.8M
2
Millennium Management
Millennium Management
New York
$93.9M
3
SFM
Systematic Financial Management
New Jersey
$39.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
$260M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$44.2M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$11.2M
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
Prudential Financial
Prudential Financial
New Jersey
$22.4M
5
AR
Advisory Research
Illinois
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
226
Royal Bank of Canada
Ontario, Canada
$387K +$64.1K +1,863 +20%
TYCC
227
Texas Yale Capital Corp
Florida
$385K – – –
KT
228
Kanaly Trust
Texas
$383K +$383K +11,097 New
TI
229
Trexquant Investment
Connecticut
$369K -$248K -7,200 -40%
Jane Street
230
Jane Street
New York
$362K +$362K +10,499 New
Simplex Trading
231
Simplex Trading
Illinois
$357K +$357K +10,369 New
SG Americas Securities
232
SG Americas Securities
New York
$356K -$43.5K -1,263 -11%
Bessemer Group
233
Bessemer Group
New Jersey
$346K -$7.74M -224,598 -96%
STMM
234
South Texas Money Management
Texas
$319K – – –
OI
235
Oakbrook Investments
Illinois
$312K +$39.6K +1,150 +15%
American Century Companies
236
American Century Companies
Missouri
$309K +$309K +8,960 New
PCM
237
Penn Capital Management
Pennsylvania
$304K -$29.8K -864 -9%
MCM
238
Matarin Capital Management
New York
$292K +$292K +8,474 New
RFCA
239
R&F Capital Advisors
New York
$275K +$275K +7,990 New
CAM
240
Capstone Asset Management
Texas
$266K -$160K -4,640 -38%
Wolverine Trading
241
Wolverine Trading
Illinois
$261K -$227K -6,579 -47%
Teacher Retirement System of Texas
242
Teacher Retirement System of Texas
Texas
$257K -$57.2K -1,659 -18%
Pacer Advisors
243
Pacer Advisors
Pennsylvania
$248K +$23.8K +690 +11%
Verition Fund Management
244
Verition Fund Management
Connecticut
$245K -$15K -436 -6%
CAM
245
Cypress Asset Management
Texas
$240K -$10.3K -300 -4%
IRF
246
IBM Retirement Fund
New York
$234K – – –
BC
247
Bartlett & Co
Ohio
$233K – – –
WAM
248
World Asset Management
Michigan
$233K +$8.06K +234 +4%
SCM
249
Shelton Capital Management
Colorado
$224K +$224K +6,497 New
WAM
250
Weiss Asset Management
Massachusetts
$223K +$223K +6,481 New
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10
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