SM icon

SM Energy
SM

Overview Fund Activity

274 hedge funds and large institutions have $3.82B invested in SM Energy in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 83 increasing their positions, 109 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+7
Holders Change %
+2.62%
% of All Funds
6.27%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
42
Increased
83
Reduced
109
Closed
32
Calls
$42M
Puts
$48.7M
Net Calls
-$6.65M
Net Calls Change
+$29.5M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$129M
2
BCM
Brenham Capital Management
Texas
+$88M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$24.4M
4
Millennium Management
Millennium Management
New York
+$23.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$21.2M

Top Sellers

1
CCM
Causeway Capital Management
California
-$201M
2
FTCM
Fir Tree Capital Management
New York
-$123M
3
KL
KGH Ltd
Bahamas
-$45.2M
4
EECFI
EnCap Energy Capital Fund IX
Texas
-$34.7M
5
FPA
First Pacific Advisors
California
-$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
226
Shelton Capital Management
Colorado
$229K +$229K +7,260 New
AIM
227
Alambic Investment Management
California
$221K +$221K +7,000 New
Russell Investments Group
228
Russell Investments Group
United Kingdom
$220K -$23.3K -737 -10%
Qube Research & Technologies (QRT)
229
Qube Research & Technologies (QRT)
United Kingdom
$217K +$83.5K +2,641 +62%
BCWM
230
Bartlett & Co Wealth Management
Ohio
$213K – – –
BC
231
Bartlett & Co
Ohio
$213K – – –
Zurich Cantonal Bank
232
Zurich Cantonal Bank
Switzerland
$206K +$30.4K +966 +17%
SM
233
Sciencast Management
New Jersey
$206K +$206K +7,851 New
SCM
234
Stevens Capital Management
Pennsylvania
$205K -$175K -5,551 -46%
WAM
235
World Asset Management
Michigan
$205K +$205K +6,506 New
LIA
236
LS Investment Advisors
Michigan
$185K +$1.01K +32 +0.5%
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$171K +$1.65K +52 +1%
CCMW
238
Cypress Capital Management (Wyoming)
Wyoming
$158K -$1.11M -35,085 -88%
IA
239
IFP Advisors
Florida
$137K +$106K +3,356 +341%
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$89K – – –
ANBT
241
American National Bank & Trust
Texas
$59K – – –
WAM
242
Wealthspire Advisors (Maryland)
Maryland
$49K -$5.62K -178 -10%
AG
243
Advisor Group
Arizona
$48K +$981 +31 +2%
CM
244
CoreCommodity Management
Connecticut
$39K +$39K +1,239 New
PCG
245
Private Capital Group
Connecticut
$31K +$2.53K +82 +9%
Parallax Volatility Advisers
246
Parallax Volatility Advisers
California
$28K +$28K +890 New
TG
247
TLP Group
Illinois
$25K +$25K +793 New
ASN
248
Advisory Services Network
Georgia
$20K -$14.2K -453 -41%
Rockefeller Capital Management
249
Rockefeller Capital Management
New York
$20K – – –
APP
250
Avantax Planning Partners
Iowa
$19K +$19K +600 New
8 9
10
11 12