SM icon

SM Energy

239 hedge funds and large institutions have $1.91B invested in SM Energy in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 89 increasing their positions, 76 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-35
Holders Change %
-12.77%
% of All Funds
5.33%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
36
Increased
89
Reduced
76
Closed
71
Calls
$32.1M
Puts
$11M
Net Calls
+$21M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$15.4M -$4.03M -260,181 -21%
WC
27
Wexford Capital
Florida
$15M +$15M +969,132 New
FPA
28
First Pacific Advisors
California
$15M -$3.27M -211,220 -18%
CVA
29
Ceredex Value Advisors
Florida
$13.8M -$342K -22,073 -2%
KCM
30
Kennedy Capital Management
Missouri
$13.7M -$1.69M -108,874 -11%
PCM
31
Palisade Capital Management
New Jersey
$12.6M -$1.3M -83,743 -9%
Bank of America
32
Bank of America
North Carolina
$12.1M -$34.7M -2,239,566 -74%
CCP
33
Caymus Capital Partners
Texas
$11M +$11M +713,294 New
First Trust Advisors
34
First Trust Advisors
Illinois
$10.4M -$1.12M -72,502 -10%
CS
35
Credit Suisse
Switzerland
$10.1M -$4.66M -301,127 -32%
Alyeska Investment Group
36
Alyeska Investment Group
Illinois
$9.77M +$9.77M +631,118 New
Morgan Stanley
37
Morgan Stanley
New York
$9.14M +$6.01M +388,228 +192%
FTCM
38
Fir Tree Capital Management
New York
$8.53M
Charles Schwab
39
Charles Schwab
California
$7.26M -$152K -9,838 -2%
Principal Financial Group
40
Principal Financial Group
Iowa
$7.03M -$118K -7,591 -2%
WC
41
Walthausen & Co
New York
$6.98M -$434K -28,060 -6%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$6.57M -$20.2M -1,304,238 -75%
BGIM
43
Brandywine Global Investment Management
Pennsylvania
$5.96M +$310K +20,014 +5%
Invesco
44
Invesco
Georgia
$5.52M +$1.93M +124,650 +54%
CG
45
Carmignac Gestion
France
$5.5M +$310K +20,000 +6%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$5.38M -$8.91M -575,367 -62%
PPA
47
Parametric Portfolio Associates
Washington
$5.31M +$1.66M +107,558 +46%
Citigroup
48
Citigroup
New York
$4.96M +$4.83M +312,339 +3,951%
Wells Fargo
49
Wells Fargo
California
$4.61M -$1.61M -104,217 -26%
TCIM
50
TIAA CREF Investment Management
New York
$4.54M -$506K -32,691 -10%