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SM Energy

267 hedge funds and large institutions have $3.36B invested in SM Energy in 2018 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 85 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+15
Holders Change %
+5.95%
% of All Funds
6.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
42
Increased
85
Reduced
87
Closed
25
Calls
$32.7M
Puts
$68.9M
Net Calls
-$36.2M
Net Calls Change
-$33.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
26
Carmignac Gestion
France
$29.4M -$92M -3,580,015 -76%
Northern Trust
27
Northern Trust
Illinois
$27.4M +$2.38M +92,457 +9%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$27.1M +$17.5M +680,005 +181%
KCM
29
Kennedy Capital Management
Missouri
$26.6M +$8.92M +347,090 +51%
CVA
30
Ceredex Value Advisors
Florida
$24.7M -$1.4M -54,321 -5%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$24.1M +$1.11M +43,115 +5%
PCM
32
Palisade Capital Management
New Jersey
$22.9M +$2.96M +115,084 +15%
ECP
33
Elk Creek Partners
Colorado
$20.5M +$372K +14,468 +2%
Ameriprise
34
Ameriprise
Minnesota
$19.6M -$2.55M -99,190 -11%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$17.6M +$8.96M +348,959 +104%
First Trust Advisors
36
First Trust Advisors
Illinois
$17.1M +$2.58M +100,351 +18%
Morgan Stanley
37
Morgan Stanley
New York
$16M +$6.86M +266,849 +75%
VAS
38
VR Advisory Services
Cayman Islands
$14.8M
Allianz Asset Management
39
Allianz Asset Management
Germany
$14M +$7.58M +294,865 +119%
SCM
40
Schneider Capital Management
Pennsylvania
$13.4M +$13.4M +522,057 New
Charles Schwab
41
Charles Schwab
California
$12.1M +$147K +5,725 +1%
Principal Financial Group
42
Principal Financial Group
Iowa
$11.7M +$255K +9,908 +2%
HCM
43
Hodges Capital Management
Texas
$11.6M +$11.6M +451,898 New
Wells Fargo
44
Wells Fargo
California
$10.7M +$940K +36,603 +10%
Alyeska Investment Group
45
Alyeska Investment Group
Illinois
$9.71M +$9.71M +378,066 New
Capital Fund Management (CFM)
46
Capital Fund Management (CFM)
France
$8.96M +$8.96M +348,820 New
SBH
47
Segall Bryant & Hamill
Illinois
$8.86M +$8.86M +344,913 New
Marshall Wace
48
Marshall Wace
United Kingdom
$8.74M +$8.74M +340,110 New
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$8.5M -$361K -14,060 -4%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$8.47M +$568K +22,100 +7%