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SM Energy
SM

Overview Fund Activity

241 hedge funds and large institutions have $2.1B invested in SM Energy in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 66 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-15
Holders Change %
-5.86%
% of All Funds
6.02%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
25
Increased
98
Reduced
66
Closed
37
Calls
$33.4M
Puts
$72.1M
Net Calls
-$38.7M
Net Calls Change
-$49.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$38M
2
Citadel Advisors
Citadel Advisors
Florida
+$35.4M
3
ECA
Encompass Capital Advisors
New York
+$28.9M
4
FTCM
Fir Tree Capital Management
New York
+$23.9M
5
Goldman Sachs
Goldman Sachs
New York
+$23.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$19.7M
2
CCM
Causeway Capital Management
California
-$15.2M
3
Renaissance Technologies
Renaissance Technologies
New York
-$10.5M
4
NAMA
Nikko Asset Management Americas
New York
-$7.92M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$7.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
51
Saba Capital Management
New York
$4.75M -$285K -16,053 -6%
DWA
52
Douglass Winthrop Advisors
New York
$4.3M – – –
PPA
53
Parametric Portfolio Associates
Washington
$4M +$376K +21,214 +10%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$3.98M +$747K +42,088 +23%
AIG
55
American International Group
New York
$3.72M +$158K +8,923 +4%
Allianz Asset Management
56
Allianz Asset Management
Germany
$3.6M -$6.03M -339,680 -63%
Nomura Holdings
57
Nomura Holdings
Japan
$3.57M +$2.38M +133,715 +200%
IGIM
58
I.G. Investment Management
Manitoba, Canada
$3.55M +$3.55M +200,000 New
WMSA
59
Weiss Multi-Strategy Advisers
New York
$3.55M +$3.55M +200,000 New
Bank of Nova Scotia
60
Bank of Nova Scotia
Ontario, Canada
$3.54M -$399K -22,500 -10%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$3.4M -$224K -12,606 -6%
Prudential Financial
62
Prudential Financial
New Jersey
$3.38M +$2.26M +127,690 +204%
NFA
63
Nationwide Fund Advisors
Ohio
$3.25M -$203K -11,441 -6%
Legal & General Group
64
Legal & General Group
United Kingdom
$3.09M +$60.9K +3,431 +2%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$3.04M – – –
TPCM
66
Three Peaks Capital Management
Colorado
$3.04M -$79.8K -4,500 -3%
TCA
67
Tortoise Capital Advisors
Kansas
$3.02M -$351K -19,800 -10%
ERSOT
68
Employees Retirement System of Texas
Texas
$3M +$3M +169,000 New
Swiss National Bank
69
Swiss National Bank
Switzerland
$2.96M – – –
TA
70
Teachers Advisors
New York
$2.88M -$47.6K -2,683 -2%
Jane Street
71
Jane Street
New York
$2.84M +$1.43M +80,750 +101%
Franklin Resources
72
Franklin Resources
California
$2.81M -$7.22M -407,130 -72%
Janus Henderson Group
73
Janus Henderson Group
United Kingdom
$2.77M +$359K +20,229 +15%
Group One Trading
74
Group One Trading
Illinois
$2.68M -$188K -10,571 -7%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.67M +$116K +6,526 +5%
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