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SM Energy
SM

Overview Fund Activity

266 hedge funds and large institutions have $3.35B invested in SM Energy in 2016 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 108 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+38
Holders Change %
+16.67%
% of All Funds
7.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
59
Increased
108
Reduced
69
Closed
19
Calls
$45.4M
Puts
$85.5M
Net Calls
-$40.2M
Net Calls Change
+$22.6M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$90.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$60.7M
3
VanEck Associates
VanEck Associates
New York
+$52.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$52.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$48.6M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$60.5M
2
SCM
Schneider Capital Management
Pennsylvania
-$52.8M
3
First Trust Advisors
First Trust Advisors
Illinois
-$22.6M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$18.6M
5
DMK
David M. Knott
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
276
Squarepoint
New York
– -$561K -20,762 Closed
NIM
277
NXG Investment Management
Texas
– -$558K -20,658 Closed
WAM
278
Weiss Asset Management
Massachusetts
– -$462K -17,115 Closed
AI
279
Analytic Investors
California
– -$363K -13,430 Closed
Parallax Volatility Advisers
280
Parallax Volatility Advisers
California
– -$243K -8,983 Closed
Nisa Investment Advisors
281
Nisa Investment Advisors
Missouri
– -$124K -4,600 Closed
ST
282
Spot Trading
Illinois
– -$74K -2,752 Closed
CCA
283
Checchi Capital Advisers
California
– -$24K -873 Closed
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
– -$21K -791 Closed
PH
285
Pinnacle Holdings
Oklahoma
– -$13.6K -505 Closed
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