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SM Energy
SM

Overview Fund Activity

214 hedge funds and large institutions have $1.11B invested in SM Energy in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 65 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-16
Holders Change %
-6.96%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
37
Increased
87
Reduced
65
Closed
52
Calls
$10.6M
Puts
$19.5M
Net Calls
-$8.83M
Net Calls Change
-$4.84M

Top Buyers

1
BlackRock
BlackRock
New York
+$40.9M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$10.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$9.15M
4
Goldman Sachs
Goldman Sachs
New York
+$8.33M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$7.94M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$53.5M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$28.1M
3
KL
KGH Ltd
Bahamas
-$21.7M
4
KCM
Kennedy Capital Management
Missouri
-$7.36M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$5.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
226
Mackenzie Financial
Ontario, Canada
– -$413K -33,000 Closed
EP
227
Edgestream Partners
New Jersey
– -$384K -30,698 Closed
SOMRS
228
State of Michigan Retirement System
Michigan
– -$383K -30,600 Closed
State of New Jersey Common Pension Fund D
229
State of New Jersey Common Pension Fund D
New Jersey
– -$376K -30,000 Closed
NMIMC
230
Northwestern Mutual Investment Management Company
Wisconsin
– -$369K -29,451 Closed
CBOA
231
Commonwealth Bank of Australia
Australia
– -$304K -24,300 Closed
Envestnet Asset Management
232
Envestnet Asset Management
Illinois
– -$281K -22,466 Closed
Squarepoint
233
Squarepoint
New York
– -$248K -19,778 Closed
HI
234
HBK Investments
Texas
– -$247K -19,700 Closed
MCM
235
Matarin Capital Management
New York
– -$242K -19,360 Closed
Ohio Public Employees Retirement System (OPERS)
236
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$230K -18,400 Closed
NMERB
237
New Mexico Educational Retirement Board
New Mexico
– -$224K -17,900 Closed
USAA
238
United Services Automobile Association
Texas
– -$198K -15,834 Closed
IG
239
ING Group
Netherlands
– -$198K -15,828 Closed
DCM
240
Dupont Capital Management
Delaware
– -$192K -15,349 Closed
Balyasny Asset Management
241
Balyasny Asset Management
Illinois
– -$190K -15,204 Closed
PIA
242
Piedmont Investment Advisors
North Carolina
– -$168K -13,419 Closed
PAM
243
Panagora Asset Management
Massachusetts
– -$160K -12,798 Closed
CCMW
244
Cypress Capital Management (Wyoming)
Wyoming
– -$158K -12,650 Closed
SAM
245
Securian Asset Management
Minnesota
– -$155K -12,402 Closed
AAM
246
Auxier Asset Management
Oregon
– -$136K -10,840 Closed
Federated Hermes
247
Federated Hermes
Pennsylvania
– -$133K -10,661 Closed
HHAA
248
Henry H. Armstrong Associates
Pennsylvania
– -$125K -10,000 Closed
TRCT
249
Tower Research Capital (TRC)
New York
– -$64K -5,119 Closed
WAM
250
Wolverine Asset Management
Illinois
– -$41K -3,300 Closed
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