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SM Energy

258 hedge funds and large institutions have $2.85B invested in SM Energy in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 85 increasing their positions, 88 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+17
Holders Change %
+7.05%
% of All Funds
5.86%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
42
Increased
85
Reduced
88
Closed
22
Calls
$33.6M
Puts
$27M
Net Calls
+$6.53M
Net Calls Change
+$45.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
226
Wealthspire Advisors (Maryland)
Maryland
$41K +$5.36K +243 +15%
SEI Investments
227
SEI Investments
Pennsylvania
$27K +$10.2K +464 +61%
IA
228
IFP Advisors
Florida
$22K -$23.5K -1,075 -52%
OIA
229
OneDigital Investment Advisors
Kansas
$20K
ASN
230
Advisory Services Network
Georgia
$18K -$49.9K -2,200 -74%
NIT
231
NumerixS Investment Technologies
British Columbia, Canada
$15K +$15K +700 New
SWA
232
Sutton Wealth Advisors
Florida
$11.2K +$11.2K +508 New
ARMC
233
American Research & Management Company
Massachusetts
$11K
QCG
234
Quadrant Capital Group
Ohio
$11K
FANJ
235
Financial Architects (New Jersey)
New Jersey
$11K +$4.39K +200 +66%
MFW
236
Mosaic Family Wealth
Missouri
$10K
STA
237
Summit Trail Advisors
New York
$9K +$9K +331 New
WCBA
238
Weaver C. Barksdale & Associates
Tennessee
$8K -$1.74K -77 -18%
GWM
239
Geneos Wealth Management
Colorado
$7K -$15.7K -753 -69%
BL
240
Balentine LLC
Georgia
$7K
WEC
241
Winslow Evans & Crocker
Massachusetts
$6.4K
PHK
242
Point72 Hong Kong
Hong Kong
$6K -$52.3K -2,204 -90%
CHP
243
Cable Hill Partners
Oregon
$6K
BWA
244
BDO Wealth Advisors
Florida
$4K
PA
245
Parallel Advisors
California
$4K
PGA
246
Premia Global Advisors
Florida
$4K +$4K +200 New
Walleye Trading
247
Walleye Trading
New York
$2.16K +$2.16K +97,610 New
Envestnet Asset Management
248
Envestnet Asset Management
Illinois
$2K -$5.07K -223 -72%
SFG
249
SevenBridge Financial Group
Pennsylvania
$2K
WA
250
Winfield Associates
Ohio
$2K