SM icon

SM Energy
SM

Overview Fund Activity

304 hedge funds and large institutions have $3.45B invested in SM Energy in 2016 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 129 increasing their positions, 66 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+38
Holders Change %
+14.29%
% of All Funds
7.61%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.18%
New
71
Increased
129
Reduced
66
Closed
31
Calls
$59.2M
Puts
$97.9M
Net Calls
-$38.7M
Net Calls Change
+$1.49M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$80M
2
Millennium Management
Millennium Management
New York
+$49.1M
3
SFM
Systematic Financial Management
New Jersey
+$39.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$38.8M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$37.7M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$33.1M
2
Renaissance Technologies
Renaissance Technologies
New York
-$23.3M
3
Two Sigma Investments
Two Sigma Investments
New York
-$21.4M
4
Prudential Financial
Prudential Financial
New Jersey
-$17.1M
5
AR
Advisory Research
Illinois
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
251
Russell Investments Group
United Kingdom
$221K +$221K +6,361 New
Credit Agricole
252
Credit Agricole
France
$216K -$14.2K -413 -6%
ICM
253
IMS Capital Management
Oregon
$207K – – –
CG
254
Caprock Group
Idaho
$204K +$204K +5,930 New
Nomura Asset Management
255
Nomura Asset Management
Japan
$201K – – –
TRCT
256
Tower Research Capital (TRC)
New York
$176K -$104K -3,004 -37%
OMCS
257
Old Mutual Customised Solutions
South Africa
$159K +$159K +4,600 New
Walleye Trading
258
Walleye Trading
New York
$158K +$158K +4,570 New
FCM
259
Flinton Capital Management
Pennsylvania
$151K +$151K +4,386 New
RCM
260
Riverhead Capital Management
Delaware
$148K +$13.8K +400 +10%
LF
261
Lee Financial
Texas
$138K +$138K +4,000 New
IA
262
IndexIQ Advisors
New York
$129K +$5.86K +170 +5%
TAM
263
Tyers Asset Management
Texas
$125K +$125K +3,612 New
PHK
264
Point72 Hong Kong
Hong Kong
$121K -$20.9K -603 -15%
Zurich Cantonal Bank
265
Zurich Cantonal Bank
Switzerland
$106K – – –
NA
266
Neuburgh Advisers
California
$98K +$98K +2,838 New
IA
267
IFP Advisors
Florida
$83K -$1.96K -57 -2%
CF
268
CenterStar Fund
Illinois
$80K -$326K – –
AAM
269
Advisors Asset Management
Colorado
$79K +$6.87K +200 +10%
DekaBank Deutsche Girozentrale
270
DekaBank Deutsche Girozentrale
Germany
$77K -$98.1K -2,804 -56%
MCIM
271
Meadow Creek Investment Management
Georgia
$71K +$71K +2,064 New
ANBT
272
American National Bank & Trust
Texas
$64K – – –
Creative Planning
273
Creative Planning
Kansas
$51K +$33.7K +975 +195%
PNC Financial Services Group
274
PNC Financial Services Group
Pennsylvania
$42K -$23.8K -695 -36%
AIM
275
Acrospire Investment Management
Illinois
$38K +$34.5K +1,000 +1,000%
9 10
11
12 13