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SM Energy

265 hedge funds and large institutions have $2.64B invested in SM Energy in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 72 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
-39
Holders Change %
-12.83%
% of All Funds
6.61%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
37
Increased
118
Reduced
72
Closed
66
Calls
$62.4M
Puts
$38M
Net Calls
+$24.5M
Net Calls Change
+$63.1M
Name Holding Trade Value Shares
Change
Shares
Change %
OMCS
226
Old Mutual Customised Solutions
South Africa
$110K
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$96K +$66.8K +2,797 +228%
IA
228
IndexIQ Advisors
New York
$74K -$15.5K -648 -17%
Zurich Cantonal Bank
229
Zurich Cantonal Bank
Switzerland
$74K
HHMI
230
Howard Hughes Medical Institute
Maryland
$71K +$71K +2,974 New
IA
231
IFP Advisors
Florida
$51K -$6.82K -285 -12%
ANBT
232
American National Bank & Trust
Texas
$45K
Creative Planning
233
Creative Planning
Kansas
$45K +$9.62K +401 +27%
ASN
234
Advisory Services Network
Georgia
$37K +$37K +1,550 New
LTFS
235
Ladenburg Thalmann Financial Services
Florida
$33K +$31.8K +1,335 +2,567%
WAM
236
Wealthspire Advisors (Maryland)
Maryland
$31K +$15.6K +655 +101%
TRCT
237
Tower Research Capital (TRC)
New York
$17K -$105K -4,374 -86%
PHK
238
Point72 Hong Kong
Hong Kong
$17K -$65.3K -2,775 -79%
SAM
239
Shamrock Asset Management
Texas
$17K
ARMC
240
American Research & Management Company
Massachusetts
$12K
AG
241
Advisor Group
Arizona
$11K +$261 +11 +2%
Envestnet Asset Management
242
Envestnet Asset Management
Illinois
$10K -$974 -41 -9%
AIL
243
AGF Investments LLC
Ontario, Canada
$9K +$2.98K +122 +50%
GWM
244
Geneos Wealth Management
Colorado
$8K
WCBA
245
Weaver C. Barksdale & Associates
Tennessee
$7K +$2.76K +113 +65%
FANJ
246
Financial Architects (New Jersey)
New Jersey
$7K +$7K +301 New
IPC
247
Independent Portfolio Consultants
Florida
$6K
CHP
248
Cable Hill Partners
Oregon
$6K +$3.08K +130 +106%
NFG
249
Next Financial Group
Texas
$5K
CGT
250
Capital Guardian Trust
California
$4K