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SM Energy

230 hedge funds and large institutions have $1.46B invested in SM Energy in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 77 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-21
Holders Change %
-8.37%
% of All Funds
5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
27
Increased
88
Reduced
77
Closed
44
Calls
$6.76M
Puts
$10.8M
Net Calls
-$3.99M
Net Calls Change
+$8.72M
Name Holding Trade Value Shares
Change
Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$10.7M +$3.63M +289,734 +51%
First Trust Advisors
27
First Trust Advisors
Illinois
$9.51M +$1.49M +118,763 +19%
Charles Schwab
28
Charles Schwab
California
$9.26M +$3.24M +258,737 +54%
KCM
29
Kennedy Capital Management
Missouri
$7.36M -$3.46M -276,125 -32%
Principal Financial Group
30
Principal Financial Group
Iowa
$6.68M +$950K +75,906 +17%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$6.5M +$3.76M +300,685 +138%
Man Group
32
Man Group
United Kingdom
$5.66M +$1.79M +143,186 +46%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$5.66M +$2.37M +193,194 +72%
Bank of America
34
Bank of America
North Carolina
$5.6M -$4.94M -394,923 -47%
Allianz Asset Management
35
Allianz Asset Management
Germany
$5.38M +$3.58M +286,132 +200%
Citigroup
36
Citigroup
New York
$5.25M +$2.09M +166,742 +66%
SCM
37
SIR Capital Management
New York
$5.19M +$5.19M +414,795 New
CS
38
Credit Suisse
Switzerland
$5.18M +$1.83M +145,983 +55%
Rafferty Asset Management
39
Rafferty Asset Management
New York
$4.71M +$2.47M +197,012 +110%
Nomura Holdings
40
Nomura Holdings
Japan
$4.7M +$1.3M +105,932 +38%
CC
41
Carlson Capital
Texas
$4.28M +$4.28M +341,833 New
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$4.14M +$1.01M +80,383 +32%
Invesco
43
Invesco
Georgia
$3.91M -$534K -42,623 -12%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$3.85M -$624K -49,840 -14%
BCM
45
Bridgeway Capital Management
Texas
$3.49M
Canada Pension Plan Investment Board
46
Canada Pension Plan Investment Board
Ontario, Canada
$3.47M -$830K -66,314 -19%
Prudential Financial
47
Prudential Financial
New Jersey
$3.43M +$2.68M +214,054 +359%
AIG
48
American International Group
New York
$3.4M +$817K +65,240 +32%
WC
49
Walthausen & Co
New York
$3.37M -$88.8K -7,090 -3%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$3.17M +$1.21M +97,007 +62%