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SM Energy
SM

Overview Fund Activity

241 hedge funds and large institutions have $2.1B invested in SM Energy in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 66 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-15
Holders Change %
-5.86%
% of All Funds
6.02%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
25
Increased
98
Reduced
66
Closed
37
Calls
$33.4M
Puts
$72.1M
Net Calls
-$38.7M
Net Calls Change
-$49.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$38M
2
Citadel Advisors
Citadel Advisors
Florida
+$35.4M
3
ECA
Encompass Capital Advisors
New York
+$28.9M
4
FTCM
Fir Tree Capital Management
New York
+$23.9M
5
Goldman Sachs
Goldman Sachs
New York
+$23.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$19.7M
2
CCM
Causeway Capital Management
California
-$15.2M
3
Renaissance Technologies
Renaissance Technologies
New York
-$10.5M
4
NAMA
Nikko Asset Management Americas
New York
-$7.92M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$7.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$17.6M -$219K -12,370 -1%
Ameriprise
27
Ameriprise
Minnesota
$17.4M +$188K +10,578 +1%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$16.5M +$748K +40,700 +5%
KCM
29
Kennedy Capital Management
Missouri
$16.5M -$216K -12,184 -1%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$16.2M +$885K +49,919 +6%
DIA
31
Denver Investment Advisors
Colorado
$14.6M -$4.6M -259,364 -24%
PCM
32
Palisade Capital Management
New Jersey
$13M +$1.04M +58,762 +9%
Norges Bank
33
Norges Bank
Norway
$13M – – –
First Trust Advisors
34
First Trust Advisors
Illinois
$12.5M +$5.12M +288,663 +70%
Mackenzie Financial
35
Mackenzie Financial
Ontario, Canada
$12.3M +$11.1M +624,000 +879%
ECP
36
Elk Creek Partners
Colorado
$10.5M +$603K +33,975 +6%
VAS
37
VR Advisory Services
Cayman Islands
$10.2M – – –
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$8.85M +$8.27M +466,000 +1,421%
DE
39
DFT Energy
New York
$7.91M – – –
AR
40
Advisory Research
Illinois
$7.83M -$378K -21,280 -5%
SPCM
41
Sound Point Capital Management
New York
$7.51M +$3.04M +171,213 +68%
Principal Financial Group
42
Principal Financial Group
Iowa
$7.49M +$77.8K +4,383 +1%
Wells Fargo
43
Wells Fargo
California
$7.46M +$1.23M +69,592 +20%
Charles Schwab
44
Charles Schwab
California
$7.24M +$1.97M +111,132 +37%
TCIM
45
TIAA CREF Investment Management
New York
$6.55M +$601K +33,853 +10%
HCM
46
Highbridge Capital Management
New York
$5.99M -$2.51M -141,728 -30%
Capital Fund Management (CFM)
47
Capital Fund Management (CFM)
France
$5.9M +$5.29M +298,072 +864%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$5.78M +$903K +50,926 +19%
PCM
49
Peregrine Capital Management
Minnesota
$5.14M +$105K +5,894 +2%
KTA
50
Keeley-Teton Advisors
Illinois
$5.06M -$111K -6,275 -2%
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