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SM Energy
SM

258 hedge funds and large institutions have $2.85B invested in SM Energy in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 85 increasing their positions, 88 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

36% more capital invested

Capital invested by funds: $2.1B → $2.85B (+$754M)

24% more call options, than puts

Call options by funds: $33.6M | Put options by funds: $27M

9.92% more ownership

Funds ownership: 105.76% → 115.68% (+9.9%)

7% more funds holding

Funds holding: 241 → 258 (+17)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

3% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 88

Holders
258
Holders Change
+17
Holders Change %
+7.05%
% of All Funds
5.85%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
42
Increased
85
Reduced
88
Closed
22
Calls
$33.6M
Puts
$27M
Net Calls
+$6.53M
Net Calls Change
+$45.2M

Top Buyers

Rank Fund Capital Flow
1
EECFI
EnCap Energy Capital Fund IX
Texas
+$165M
2
CG
Carmignac Gestion
France
+$119M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$36.7M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$20M
5
Millennium Management
Millennium Management
New York
+$20M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$48.9M
2
ECA
Encompass Capital Advisors
New York
-$28.9M
3
Deutsche Bank
Deutsche Bank
Germany
-$20.9M
4
FTCM
Fir Tree Capital Management
New York
-$14M
5
Morgan Stanley
Morgan Stanley
New York
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$21M -$851K -42,159 -4%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$19.4M -$699K -34,621 -4%
Capital Fund Management (CFM)
28
Capital Fund Management (CFM)
France
$19M +$10.7M +528,896 +159%
Norges Bank
29
Norges Bank
Norway
$19M +$2.59M +128,285 +18%
Ameriprise
30
Ameriprise
Minnesota
$17.5M -$3.74M -185,295 -19%
DIA
31
Denver Investment Advisors
Colorado
$17.3M -$777K -38,497 -5%
KCM
32
Kennedy Capital Management
Missouri
$17.1M -$3.09M -153,123 -16%
PCM
33
Palisade Capital Management
New Jersey
$16.9M +$577K +28,566 +4%
First Trust Advisors
34
First Trust Advisors
Illinois
$16.8M +$1.12M +55,338 +8%
JP Morgan Chase
35
JP Morgan Chase
New York
$13.6M -$5.75M -284,745 -32%
ECP
36
Elk Creek Partners
Colorado
$13.4M +$326K +16,130 +3%
VAS
37
VR Advisory Services
Cayman Islands
$12.7M – – –
PC
38
Precocity Capital
Connecticut
$11M +$10.1M +500,000 New
Renaissance Technologies
39
Renaissance Technologies
New York
$10.4M +$6.65M +329,600 +230%
Morgan Stanley
40
Morgan Stanley
New York
$10.1M -$13.9M -691,085 -60%
Charles Schwab
41
Charles Schwab
California
$9.96M +$865K +42,836 +10%
AR
42
Advisory Research
Illinois
$9.75M – – –
Principal Financial Group
43
Principal Financial Group
Iowa
$9.67M +$320K +15,865 +4%
Wells Fargo
44
Wells Fargo
California
$9.59M +$269K +13,350 +3%
SPCM
45
Sound Point Capital Management
New York
$9.33M -$8.82K -437 -0.1%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$9.26M +$6.85M +339,256 +423%
TCIM
47
TIAA CREF Investment Management
New York
$8.53M +$349K +17,295 +5%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$7.88M +$635K +31,453 +10%
Deutsche Bank
49
Deutsche Bank
Germany
$7.15M -$20.9M -1,036,023 -76%
WMSA
50
Weiss Multi-Strategy Advisers
New York
$6.56M +$1.96M +97,000 +49%
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SM Hedge Fund Activity: Q4 2017 in Review

258 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q4 2017, worth a combined $2.85B — up 36% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SM positions and 22 closed out — a net gain of 20 holders — while 85 added to existing stakes and 88 trimmed.

The largest buyer was EnCap Energy Capital Fund IX, opening a new position worth an estimated $165M. The largest seller was Citadel Advisors, cutting an estimated $48.9M.

  • 258 institutional investors held SM Energy (SM) as of Q4 2017, up from 241 in Q3 2017.
  • Funds reported $2.85B of SM Energy stock for Q4 2017, up 36% quarter-over-quarter.
  • 42 funds opened new SM Energy positions in Q4 2017 and 22 closed out, a net change of +20 holders.
  • The largest SM Energy buyer in Q4 2017 was EnCap Energy Capital Fund IX, an estimated $165M added.
  • The largest SM Energy seller in Q4 2017 was Citadel Advisors, an estimated $48.9M sold.

Based on aggregated 13F filings for Q4 2017.