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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 %
SCM
26
SIR Capital Management
New York
$33.6M -$3M -87,001 -8%
UBS AM
27
UBS AM
Illinois
$33M +$1.11M +32,053 +3%
FCM
28
Frontier Capital Management
Massachusetts
$27.3M +$8.31M +240,879 +44%
Deutsche Bank
29
Deutsche Bank
Germany
$27M +$5.82M +168,853 +28%
Bank of America
30
Bank of America
North Carolina
$26M +$10.3M +297,338 +65%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$24M +$4.05M +117,403 +20%
DIA
32
Denver Investment Advisors
Colorado
$23.9M +$23.5M +682,534 +6,538%
Citadel Advisors
33
Citadel Advisors
Florida
$22.4M +$7.31M +212,021 +48%
Prudential Financial
34
Prudential Financial
New Jersey
$22.4M -$17.1M -495,705 -43%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$19.6M +$6.75M +195,720 +52%
FPA
36
First Pacific Advisors
California
$19.6M -$2.65M -76,986 -12%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$17.9M -$11.9M -345,871 -40%
SGAM
38
Smith Group Asset Management
Texas
$17.7M -$1.18M -33,723 -6%
Invesco
39
Invesco
Georgia
$16.7M +$10.9M +316,979 +191%
DE
40
DFT Energy
New York
$15.5M +$15.5M +450,000 New
NIM
41
NXG Investment Management
Texas
$15.4M +$15.4M +446,658 New
Wells Fargo
42
Wells Fargo
California
$14.7M +$5.16M +149,548 +54%
BA
43
BlackRock Advisors
Delaware
$14.3M +$3.54M +102,714 +33%
BIM
44
BlackRock Investment Management
Delaware
$13.5M +$2.97M +86,104 +28%
PCM
45
Palisade Capital Management
New Jersey
$13.2M -$780K -22,617 -6%
Principal Financial Group
46
Principal Financial Group
Iowa
$13.2M +$1.56M +45,221 +13%
TCIM
47
TIAA CREF Investment Management
New York
$12.8M +$1.37M +39,784 +12%
AR
48
Advisory Research
Illinois
$12.6M -$16.3M -472,584 -56%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$12.6M -$1.85M -53,509 -13%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$12.6M +$2.06M +59,667 +20%
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