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SM Energy
SM

Overview Fund Activity

252 hedge funds and large institutions have $2.43B invested in SM Energy in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 89 increasing their positions, 80 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-6
Holders Change %
-2.33%
% of All Funds
5.78%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
42
Increased
89
Reduced
80
Closed
46
Calls
$20.4M
Puts
$23M
Net Calls
-$2.61M
Net Calls Change
-$9.14M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$40.8M
2
Citadel Advisors
Citadel Advisors
Florida
+$34.9M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$27.1M
4
WC
Wexford Capital
Florida
+$20.7M
5
KL
KGH Ltd
Bahamas
+$11.8M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$28.8M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$21.9M
3
CG
Carmignac Gestion
France
-$21.5M
4
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
-$19M
5
PC
Precocity Capital
Connecticut
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$20.2M -$1.48M -82,339 -7%
CVA
27
Ceredex Value Advisors
Florida
$18.3M +$18.3M +1,015,100 New
Northern Trust
28
Northern Trust
Illinois
$17.5M +$420K +23,301 +2%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$16.1M +$271K +15,047 +2%
Ameriprise
30
Ameriprise
Minnesota
$15.6M +$1.26M +69,856 +9%
ECP
31
Elk Creek Partners
Colorado
$14.1M +$3.14M +174,302 +29%
PCM
32
Palisade Capital Management
New Jersey
$14M +$223K +12,388 +2%
DIA
33
Denver Investment Advisors
Colorado
$13.5M -$673K -37,303 -5%
AR
34
Advisory Research
Illinois
$13.4M +$5.41M +300,000 +68%
KCM
35
Kennedy Capital Management
Missouri
$12.4M -$1.62M -89,736 -12%
VAS
36
VR Advisory Services
Cayman Islands
$10.4M – – –
First Trust Advisors
37
First Trust Advisors
Illinois
$10.2M -$3.46M -191,958 -25%
Norges Bank
38
Norges Bank
Norway
$9.63M -$5.87M -325,306 -38%
CS
39
Credit Suisse
Switzerland
$8.41M +$6.76M +374,975 +409%
Charles Schwab
40
Charles Schwab
California
$8.38M +$245K +13,585 +3%
Principal Financial Group
41
Principal Financial Group
Iowa
$8.04M +$141K +7,796 +2%
AQR Capital Management
42
AQR Capital Management
Connecticut
$7.92M -$28.8M -1,599,837 -78%
TCIM
43
TIAA CREF Investment Management
New York
$7.24M +$281K +15,562 +4%
MC
44
Maverick Capital
Texas
$7.15M +$7.15M +396,610 New
Wells Fargo
45
Wells Fargo
California
$6.88M -$944K -52,341 -12%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$6.78M -$4.31M -239,056 -39%
Morgan Stanley
47
Morgan Stanley
New York
$6.41M -$1.84M -102,040 -22%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$6.22M +$6.22M +344,779 New
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$6.03M +$6.03M +334,348 New
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$5.55M +$1.89M +104,600 +52%
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