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SM Energy
SM

Overview Fund Activity

241 hedge funds and large institutions have $2.1B invested in SM Energy in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 66 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-15
Holders Change %
-5.86%
% of All Funds
6.02%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
25
Increased
98
Reduced
66
Closed
37
Calls
$33.4M
Puts
$72.1M
Net Calls
-$38.7M
Net Calls Change
-$49.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$38M
2
Citadel Advisors
Citadel Advisors
Florida
+$35.4M
3
ECA
Encompass Capital Advisors
New York
+$28.9M
4
FTCM
Fir Tree Capital Management
New York
+$23.9M
5
Goldman Sachs
Goldman Sachs
New York
+$23.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$19.7M
2
CCM
Causeway Capital Management
California
-$15.2M
3
Renaissance Technologies
Renaissance Technologies
New York
-$10.5M
4
NAMA
Nikko Asset Management Americas
New York
-$7.92M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$7.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFW
226
Mosaic Family Wealth
Missouri
$8K +$8K +440 New
Envestnet Asset Management
227
Envestnet Asset Management
Illinois
$6K -$2.12K -110 -26%
WEC
228
Winslow Evans & Crocker
Massachusetts
$5.15K – – –
FANJ
229
Financial Architects (New Jersey)
New Jersey
$5K -$6.65K -400 -57%
BL
230
Balentine LLC
Georgia
$5K – – –
CHP
231
Cable Hill Partners
Oregon
$4K – – –
PA
232
Parallel Advisors
California
$4K +$721 +31 +22%
Parallax Volatility Advisers
233
Parallax Volatility Advisers
California
$4K +$4K +232 New
TRCT
234
Tower Research Capital (TRC)
New York
$4K +$4K +246 New
BWA
235
BDO Wealth Advisors
Florida
$3K – – –
HT
236
Heritage Trust
Oklahoma
$1K – – –
SFG
237
SevenBridge Financial Group
Pennsylvania
$1K – – –
BWM
238
Baystate Wealth Management
Massachusetts
$1K – – –
WA
239
Winfield Associates
Ohio
$1K +$1K +50 New
PCP
240
Proficio Capital Partners
Massachusetts
$1K +$1K +67 New
NAMA
241
Nikko Asset Management Americas
New York
– -$7.92M -478,907 Closed
Ninety One (UK)
242
Ninety One (UK)
United Kingdom
– -$7.5M -453,736 Closed
SGAM
243
Smith Group Asset Management
Texas
– -$5.96M -360,631 Closed
QIM
244
Quantitative Investment Management
Virginia
– -$3.66M -221,500 Closed
IA
245
Icon Advisers
Colorado
– -$3.36M -203,000 Closed
Connor, Clark & Lunn Investment Management (CC&L)
246
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$3.1M -187,275 Closed
AIM
247
Assured Investment Management
New York
– -$3.05M -184,390 Closed
PI
248
Putnam Investments
Massachusetts
– -$2.15M -129,800 Closed
CC
249
Cambrian Capital
California
– -$2.13M -128,778 Closed
Walleye Trading
250
Walleye Trading
New York
– -$1.38K -83,369 Closed
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