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SM Energy
SM

Overview Fund Activity

304 hedge funds and large institutions have $3.45B invested in SM Energy in 2016 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 129 increasing their positions, 66 reducing their positions, and 31 closing their positions.

Holders
304
Holders Change
+38
Holders Change %
+14.29%
% of All Funds
7.61%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.18%
New
71
Increased
129
Reduced
66
Closed
31
Calls
$59.2M
Puts
$97.9M
Net Calls
-$38.7M
Net Calls Change
+$1.49M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$81.8M
2
Millennium Management
2
Millennium Management
New York
$93.9M
3
SFM
3
Systematic Financial Management
New Jersey
$39.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$260M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$44.2M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$11.2M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$22.4M
5
AR
5
Advisory Research
Illinois
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECP
51
Elk Creek Partners
Colorado
$12.5M +$4.98M +144,362 +67%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$12.3M -$569K -16,500 -4%
Capital Fund Management (CFM)
53
Capital Fund Management (CFM)
France
$11.3M -$12.4M -360,579 -52%
First Trust Advisors
54
First Trust Advisors
Illinois
$11.2M -$33.1M -959,170 -75%
DWA
55
Douglass Winthrop Advisors
New York
$10.2M – – –
Charles Schwab
56
Charles Schwab
California
$9.86M +$1.22M +35,388 +14%
TRSOTSOK
57
Teachers Retirement System of the State of Kentucky
Kentucky
$9.3M +$513K +14,883 +6%
NAMA
58
Nikko Asset Management Americas
New York
$8.67M +$2.34M +67,900 +37%
CCMH
59
Cornerstone Capital Management Holdings
New York
$8.25M +$2.76M +80,175 +50%
Ninety One (UK)
60
Ninety One (UK)
United Kingdom
$8.13M +$8.13M +235,720 New
Franklin Resources
61
Franklin Resources
California
$8.1M +$1.45M +42,000 +22%
Federated Hermes
62
Federated Hermes
Pennsylvania
$8.02M +$6.39M +185,384 +394%
VAS
63
VR Advisory Services
Cayman Islands
$7.76M +$7.76M +225,000 New
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
$7.7M -$2.68M -77,700 -26%
CCM
65
Channing Capital Management
Illinois
$7.6M +$7.6M +220,458 New
BG
66
BlackRock Group
United Kingdom
$7.17M +$1.35M +39,110 +23%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$7.13M +$631K +18,300 +10%
TCA
68
Tortoise Capital Advisors
Kansas
$6.77M +$6.77M +196,260 New
HCM
69
Hodges Capital Management
Texas
$6.46M +$6.46M +187,350 New
AIG
70
American International Group
New York
$6.41M +$626K +18,157 +11%
DCM
71
Dynamic Capital Management
Jersey
$6.38M +$4.76M +138,023 +294%
VOYA Investment Management
72
VOYA Investment Management
Georgia
$6.37M +$4.98M +144,301 +357%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$6.32M +$1.12M +32,517 +22%
TA
74
Teachers Advisors
New York
$6.28M +$1.03M +30,015 +20%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$5.81M +$3.49M +87,428 +150%
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