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SM Energy

219 hedge funds and large institutions have $1.26B invested in SM Energy in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 73 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+5
Holders Change %
+2.34%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
39
Increased
73
Reduced
77
Closed
28
Calls
$7.07M
Puts
$13.4M
Net Calls
-$6.37M
Net Calls Change
+$2.46M
Name Holding Trade Value Shares
Change
Shares
Change %
Millennium Management
26
Millennium Management
New York
$8.47M +$668K +59,426 +9%
CVA
27
Ceredex Value Advisors
Florida
$8.4M -$1.15M -102,645 -12%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$7.72M +$7.72M +686,884 New
CC
29
Carlson Capital
Texas
$7.08M +$7.08M +629,600 New
WMSA
30
Weiss Multi-Strategy Advisers
New York
$7.04M +$7.04M +626,000 New
Morgan Stanley
31
Morgan Stanley
New York
$6.13M +$659K +58,645 +12%
Invesco
32
Invesco
Georgia
$6.03M +$1.86M +165,134 +45%
Goldman Sachs
33
Goldman Sachs
New York
$5.76M -$16.1M -1,429,935 -74%
First Trust Advisors
34
First Trust Advisors
Illinois
$5.44M -$899K -79,984 -14%
Bank of America
35
Bank of America
North Carolina
$5.35M -$142K -12,600 -3%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$5.21M -$66.2K -5,885 -1%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.65M +$1.62M +144,300 +54%
EMG
38
Ellington Management Group
Connecticut
$4.64M +$2.46M +218,832 +113%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$4.63M -$8.72M -776,056 -65%
AllianceBernstein
40
AllianceBernstein
Tennessee
$4.52M -$49.5M -4,406,511 -92%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$4.43M +$419K +37,264 +10%
Legal & General Group
42
Legal & General Group
United Kingdom
$4.09M +$212K +18,830 +5%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$4.08M +$1.57K +140 +0%
PPA
44
Parametric Portfolio Associates
Washington
$3.84M -$2.13M -189,416 -36%
DA
45
Duality Advisers
Florida
$3.54M +$3.54M +314,882 New
Barclays
46
Barclays
United Kingdom
$3.54M +$656K +58,398 +23%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$3.51M -$2.24M -199,391 -39%
WC
48
Wexford Capital
Florida
$3.17M +$3.17M +281,821 New
Creative Planning
49
Creative Planning
Kansas
$3.04M +$1.02M +90,500 +50%
PP
50
PDT Partners
New York
$3.04M +$2.45M +217,573 +410%