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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
$81.8M
2
Millennium Management
Millennium Management
New York
$93.9M
3
SFM
Systematic Financial Management
New Jersey
$39.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
$260M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$44.2M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$11.2M
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
Prudential Financial
Prudential Financial
New Jersey
$22.4M
5
AR
Advisory Research
Illinois
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$27K +$27K +791 New
SAM
277
Shamrock Asset Management
Texas
$24K – – –
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$22K -$5.33K -156 -20%
WAM
279
Wealthspire Advisors (Maryland)
Maryland
$22K -$5.25K -154 -19%
QCG
280
Quadrant Capital Group
Ohio
$22K -$197 -6 -0.9%
CTC
281
Central Trust Company
Missouri
$21K – – –
ARMC
282
American Research & Management Company
Massachusetts
$17K – – –
AG
283
Advisor Group
Arizona
$16K +$7.7K +218 +93%
Envestnet Asset Management
284
Envestnet Asset Management
Illinois
$15K +$15K +462 New
GWM
285
Geneos Wealth Management
Colorado
$11K – – –
SEI Investments
286
SEI Investments
Pennsylvania
$9K – – –
AIL
287
AGF Investments LLC
Ontario, Canada
$9K +$9K +246 New
IPC
288
Independent Portfolio Consultants
Florida
$8K – – –
NFG
289
Next Financial Group
Texas
$8K – – –
CGT
290
Capital Guardian Trust
California
$6K – – –
WCBA
291
Weaver C. Barksdale & Associates
Tennessee
$6K +$724 +21 +14%
GRP
292
Global Retirement Partners
California
$5K +$5K +145 New
BL
293
Balentine LLC
Georgia
$5K +$5K +153 New
CHP
294
Cable Hill Partners
Oregon
$4K +$4K +123 New
SFG
295
SevenBridge Financial Group
Pennsylvania
$3K – – –
EFSCE
296
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
PMFA
297
Plante Moran Financial Advisors
Michigan
$3K – – –
IP
298
Intellectus Partners
California
$3K +$3K +99 New
LTFS
299
Ladenburg Thalmann Financial Services
Florida
$2K – – –
LWCFA
300
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2K +60 New
10 11
12
13 14