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SM Energy
SM

Overview Fund Activity

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
Holders
258
Holders Change
+17
Holders Change %
+7.05%
% of All Funds
5.86%
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

1
EECFI
EnCap Energy Capital Fund IX
Texas
$181M
2
CG
Carmignac Gestion
France
$131M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$145M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$21.9M
5
Millennium Management
Millennium Management
New York
$151M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$4.21M
2
ECA
Encompass Capital Advisors
New York
$0
3
Deutsche Bank
Deutsche Bank
Germany
$7.15M
4
FTCM
Fir Tree Capital Management
New York
$88.4M
5
Morgan Stanley
Morgan Stanley
New York
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$21M -$931K -42,159 -4%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$19.4M -$764K -34,621 -4%
Capital Fund Management (CFM)
28
Capital Fund Management (CFM)
France
$19M +$11.7M +528,896 +159%
Norges Bank
29
Norges Bank
Norway
$19M +$2.83M +128,285 +18%
Ameriprise
30
Ameriprise
Minnesota
$17.5M -$4.09M -185,295 -19%
DIA
31
Denver Investment Advisors
Colorado
$17.3M -$850K -38,497 -5%
KCM
32
Kennedy Capital Management
Missouri
$17.1M -$3.38M -153,123 -16%
PCM
33
Palisade Capital Management
New Jersey
$16.9M +$631K +28,566 +4%
First Trust Advisors
34
First Trust Advisors
Illinois
$16.8M +$1.22M +55,338 +8%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$13.6M -$6.29M -284,745 -32%
ECP
36
Elk Creek Partners
Colorado
$13.4M +$356K +16,130 +3%
VAS
37
VR Advisory Services
Cayman Islands
$12.7M – – –
PC
38
Precocity Capital
Connecticut
$11M +$11M +500,000 New
Renaissance Technologies
39
Renaissance Technologies
New York
$10.4M +$7.28M +329,600 +230%
Morgan Stanley
40
Morgan Stanley
New York
$10.1M -$15.3M -691,085 -60%
Charles Schwab
41
Charles Schwab
California
$9.96M +$946K +42,836 +10%
AR
42
Advisory Research
Illinois
$9.75M – – –
Principal Financial Group
43
Principal Financial Group
Iowa
$9.67M +$350K +15,865 +4%
Wells Fargo
44
Wells Fargo
California
$9.59M +$295K +13,350 +3%
SPCM
45
Sound Point Capital Management
New York
$9.33M -$9.65K -437 -0.1%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$9.26M +$7.49M +339,256 +423%
TCIM
47
TIAA CREF Investment Management
New York
$8.53M +$382K +17,295 +5%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$7.88M +$694K +31,453 +10%
Deutsche Bank
49
Deutsche Bank
Germany
$7.15M -$22.9M -1,036,023 -76%
WMSA
50
Weiss Multi-Strategy Advisers
New York
$6.56M +$2.14M +97,000 +49%
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