SM icon

SM Energy

252 hedge funds and large institutions have $2.43B invested in SM Energy in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 89 increasing their positions, 80 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-6
Holders Change %
-2.33%
% of All Funds
5.78%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
42
Increased
89
Reduced
80
Closed
46
Calls
$20.4M
Puts
$23M
Net Calls
-$2.61M
Net Calls Change
-$9.14M
Name Holding Trade Value Shares
Change
Shares
Change %
RCC
226
Red Cedar Capital
Nebraska
$12K +$12K +690 New
ARMC
227
American Research & Management Company
Massachusetts
$9K
MFW
228
Mosaic Family Wealth
Missouri
$8K
GWM
229
Geneos Wealth Management
Colorado
$6K
WEC
230
Winslow Evans & Crocker
Massachusetts
$5.23K
CHP
231
Cable Hill Partners
Oregon
$5K
APP
232
Avantax Planning Partners
Iowa
$5K +$5K +258 New
FANJ
233
Financial Architects (New Jersey)
New Jersey
$4K -$6.02K -301 -60%
Envestnet Asset Management
234
Envestnet Asset Management
Illinois
$4K +$1.68K +64 +73%
PA
235
Parallel Advisors
California
$3K
FC
236
Ferris Capital
Massachusetts
$3K +$3K +180 New
BWA
237
BDO Wealth Advisors
Florida
$2K -$1.6K -80 -44%
CHC
238
City Holding Co
West Virginia
$2K +$2K +100 New
JA
239
JOYN Advisors
Georgia
$2K +$2K +123 New
Nomura Holdings
240
Nomura Holdings
Japan
$1.28K -$17 -925 -1%
EARNEST Partners
241
EARNEST Partners
Georgia
$1K
PCP
242
Proficio Capital Partners
Massachusetts
$1K
BWM
243
Baystate Wealth Management
Massachusetts
$1K
SFG
244
SevenBridge Financial Group
Pennsylvania
$1K
HT
245
Heritage Trust
Oklahoma
$1K
AssetMark Inc
246
AssetMark Inc
California
$1K +$163 +7 +19%
VCM
247
Versant Capital Management
Arizona
$1K +$444 +32 +80%
MCM
248
Manchester Capital Management
Vermont
$1K +$1K +41 New
SWP
249
Stratos Wealth Partners
Ohio
$1K +$1K +75 New
Lord, Abbett & Co
250
Lord, Abbett & Co
New Jersey
-$21.9M -992,126 Closed