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SM Energy
SM

239 hedge funds and large institutions have $1.91B invested in SM Energy in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 89 increasing their positions, 76 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $11M

17% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 76

1.96% more ownership

Funds ownership: 108.09% → 110.04% (+2%)

13% less funds holding

Funds holding: 274 → 239 (-35)

33% less funds holding in top 10

Funds holding in top 10: 9 → 6 (-3)

49% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 71

50% less capital invested

Capital invested by funds: $3.82B → $1.91B (-$1.91B)

Holders
239
Holders Change
-35
Holders Change %
-12.77%
% of All Funds
5.32%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
36
Increased
89
Reduced
76
Closed
71
Calls
$32.1M
Puts
$11M
Net Calls
+$21M
Net Calls Change
+$27.7M

Top Buyers

Rank Fund Capital Flow
1
KL
KGH Ltd
Bahamas
+$55.3M
2
Millennium Management
Millennium Management
New York
+$54.3M
3
Renaissance Technologies
Renaissance Technologies
New York
+$44.1M
4
Deutsche Bank
Deutsche Bank
Germany
+$32.1M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$29.4M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$67.5M
2
Bank of America
Bank of America
North Carolina
-$51.8M
3
JP Morgan Chase
JP Morgan Chase
New York
-$30.2M
4
EECFI
EnCap Energy Capital Fund IX
Texas
-$25.8M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$20.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
301
Winslow Evans & Crocker
Massachusetts
– -$10K -290 Closed
CCM
302
Causeway Capital Management
California
– -$9K -280 Closed
BWA
303
BDO Wealth Advisors
Florida
– -$2K -76 Closed
VCM
304
Versant Capital Management
Arizona
– -$1.13K -49 -68%
AIC
305
Ameritas Investment Company
Nebraska
– +$46 +2 New
BCA
306
Berman Capital Advisors
Georgia
– +$254 +11 New
NFG
307
Next Financial Group
Texas
– +$301 +13 New
MOS
308
MGO One Seven
Ohio
– +$416 +18 New
LC
309
Lindbrook Capital
California
– +$671 +29 New
9 10 11 12
13

SM Hedge Fund Activity: Q4 2018 in Review

239 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q4 2018, worth a combined $1.91B — down 50% from $3.82B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of SM and 36 opened new positions — a net loss of 35 holders — while 76 trimmed existing stakes and 89 added.

The largest buyer was KGH Ltd, adding an estimated $55.3M. The largest seller was Citadel Advisors, cutting an estimated $67.5M.

  • 239 institutional investors held SM Energy (SM) as of Q4 2018, down from 274 in Q3 2018.
  • Funds reported $1.91B of SM Energy stock for Q4 2018, down 50% quarter-over-quarter.
  • 36 funds opened new SM Energy positions in Q4 2018 and 71 closed out, a net change of -35 holders.
  • The largest SM Energy buyer in Q4 2018 was KGH Ltd, an estimated $55.3M added.
  • The largest SM Energy seller in Q4 2018 was Citadel Advisors, an estimated $67.5M sold.

Based on aggregated 13F filings for Q4 2018.