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SM Energy
SM

Overview Fund Activity

274 hedge funds and large institutions have $3.82B invested in SM Energy in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 83 increasing their positions, 109 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+7
Holders Change %
+2.62%
% of All Funds
6.27%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
42
Increased
83
Reduced
109
Closed
32
Calls
$42M
Puts
$48.7M
Net Calls
-$6.65M
Net Calls Change
+$29.5M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$129M
2
BCM
Brenham Capital Management
Texas
+$88M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$24.4M
4
Millennium Management
Millennium Management
New York
+$23.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$21.2M

Top Sellers

1
CCM
Causeway Capital Management
California
-$201M
2
FTCM
Fir Tree Capital Management
New York
-$123M
3
KL
KGH Ltd
Bahamas
-$45.2M
4
EECFI
EnCap Energy Capital Fund IX
Texas
-$34.7M
5
FPA
First Pacific Advisors
California
-$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$33.8M -$12.2M -387,006 -27%
KCM
27
Kennedy Capital Management
Missouri
$31.4M -$1.2M -38,025 -4%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$30.7M +$1.15M +36,589 +4%
CS
29
Credit Suisse
Switzerland
$30.1M +$20.1M +638,588 +202%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$29.1M -$19.9M -631,857 -41%
CVA
31
Ceredex Value Advisors
Florida
$28.7M -$1.55M -49,116 -5%
AQR Capital Management
32
AQR Capital Management
Connecticut
$28.4M +$24.4M +772,689 +598%
PCM
33
Palisade Capital Management
New Jersey
$28.4M +$292K +9,268 +1%
AIM
34
Assured Investment Management
New York
$27.1M -$12.9M -407,661 -32%
First Trust Advisors
35
First Trust Advisors
Illinois
$23.5M +$2.48M +78,682 +12%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$21.4M -$130K -4,119 -0.6%
FTCM
37
Fir Tree Capital Management
New York
$17.4M -$123M -3,894,042 -88%
DE
38
DFT Energy
New York
$16.1M +$8.04M +255,000 +100%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$15.8M +$7.92M +251,154 +101%
WC
40
Walthausen & Co
New York
$15.1M +$15.1M +479,190 New
Charles Schwab
41
Charles Schwab
California
$15.1M +$255K +8,101 +2%
Principal Financial Group
42
Principal Financial Group
Iowa
$14.6M +$192K +6,081 +1%
HCM
43
Hodges Capital Management
Texas
$14.2M -$19.9K -630 -0.1%
SCM
44
Schneider Capital Management
Pennsylvania
$13.4M -$3.02M -95,863 -18%
Wells Fargo
45
Wells Fargo
California
$12.7M -$508K -16,128 -4%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$11.5M +$1.09M +34,463 +10%
CG
47
Carmignac Gestion
France
$10.6M -$25.5M -808,110 -71%
ECP
48
Elk Creek Partners
Colorado
$10.3M -$14.8M -470,995 -59%
TCIM
49
TIAA CREF Investment Management
New York
$10.3M +$334K +10,591 +3%
SPCM
50
Sound Point Capital Management
New York
$8.04M -$20.3K -643 -0.3%
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