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SM Energy

256 hedge funds and large institutions have $1.8B invested in SM Energy in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 119 increasing their positions, 66 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
-9
Holders Change %
-3.4%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
34
Increased
119
Reduced
66
Closed
42
Calls
$36.8M
Puts
$26M
Net Calls
+$10.9M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
226
IFP Advisors
Florida
$35K +$16 +1 +0%
QCG
227
Quadrant Capital Group
Ohio
$35K +$34.6K +2,138 +8,552%
WAM
228
Wealthspire Advisors (Maryland)
Maryland
$32K +$10.8K +659 +51%
ANBT
229
American National Bank & Trust
Texas
$31K
FIB
230
First Interstate Bank
Montana
$25K +$25K +1,500 New
NA
231
NewEdge Advisors
Louisiana
$23.5K +$23.5K +1,484 New
LTFS
232
Ladenburg Thalmann Financial Services
Florida
$23K +$50 +3 +0.2%
OIA
233
OneDigital Investment Advisors
Kansas
$15K +$15K +900 New
AG
234
Advisor Group
Arizona
$14K +$6.02K +350 +75%
FANJ
235
Financial Architects (New Jersey)
New Jersey
$12K +$6.85K +400 +133%
SAM
236
Shamrock Asset Management
Texas
$11K
GWM
237
Geneos Wealth Management
Colorado
$11K +$5.5K +335 +100%
NFG
238
Next Financial Group
Texas
$9K +$5.07K +290 +129%
ARMC
239
American Research & Management Company
Massachusetts
$8K
Envestnet Asset Management
240
Envestnet Asset Management
Illinois
$7K
WCBA
241
Weaver C. Barksdale & Associates
Tennessee
$7K +$2.35K +145 +51%
BL
242
Balentine LLC
Georgia
$5K +$2.44K +146 +95%
WEC
243
Winslow Evans & Crocker
Massachusetts
$4.79K +$3.84K +232 +400%
IPC
244
Independent Portfolio Consultants
Florida
$4K -$455 -25 -10%
CHP
245
Cable Hill Partners
Oregon
$4K
SEI Investments
246
SEI Investments
Pennsylvania
$3K -$1.71M -111,336 -100%
BWA
247
BDO Wealth Advisors
Florida
$3K +$3K +180 New
FC
248
Ferris Capital
Massachusetts
$3K +$3K +180 New
IP
249
Intellectus Partners
California
$2K
PA
250
Parallel Advisors
California
$2K +$2K +141 New