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SM Energy
SM

Overview Fund Activity

274 hedge funds and large institutions have $3.82B invested in SM Energy in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 83 increasing their positions, 109 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+7
Holders Change %
+2.62%
% of All Funds
6.27%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
42
Increased
83
Reduced
109
Closed
32
Calls
$42M
Puts
$48.7M
Net Calls
-$6.65M
Net Calls Change
+$29.5M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$129M
2
BCM
Brenham Capital Management
Texas
+$88M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$24.4M
4
Millennium Management
Millennium Management
New York
+$23.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$21.2M

Top Sellers

1
CCM
Causeway Capital Management
California
-$201M
2
FTCM
Fir Tree Capital Management
New York
-$123M
3
KL
KGH Ltd
Bahamas
-$45.2M
4
EECFI
EnCap Energy Capital Fund IX
Texas
-$34.7M
5
FPA
First Pacific Advisors
California
-$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
51
Parametric Portfolio Associates
Washington
$7.42M +$1.7M +53,781 +30%
Invesco
52
Invesco
Georgia
$7.32M +$3.5M +111,100 +92%
Lord, Abbett & Co
53
Lord, Abbett & Co
New Jersey
$7.09M +$7.09M +225,000 New
CC
54
Carlson Capital
Texas
$6.84M +$1.85M +58,700 +37%
KBC Group
55
KBC Group
Belgium
$6.84M +$2.38M +75,588 +54%
MC
56
Maverick Capital
Texas
$6.79M -$1.89M -60,040 -22%
AIG
57
American International Group
New York
$6.62M +$91.6K +2,904 +1%
KTA
58
Keeley-Teton Advisors
Illinois
$6.54M -$11.8K -373 -0.2%
Morgan Stanley
59
Morgan Stanley
New York
$6.38M -$13.2M -419,724 -67%
Canada Pension Plan Investment Board
60
Canada Pension Plan Investment Board
Ontario, Canada
$6.31M -$4.09M -129,600 -39%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$6.2M -$340K -10,784 -5%
TA
62
Teachers Advisors
New York
$6.09M +$1.78M +56,556 +41%
Deutsche Bank
63
Deutsche Bank
Germany
$5.99M -$472K -14,953 -7%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$5.9M -$42.6K -1,350 -0.7%
Swiss National Bank
65
Swiss National Bank
Switzerland
$5.83M – – –
UBS AM
66
UBS AM
Illinois
$5.82M +$96.5K +3,060 +2%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$5.8M -$2.78K -88 -0%
Hotchkis & Wiley Capital Management
68
Hotchkis & Wiley Capital Management
California
$5.73M +$1.08M +34,347 +23%
VAS
69
VR Advisory Services
Cayman Islands
$5.52M -$12.6M -400,000 -70%
CPA
70
Columbia Pacific Advisors
Washington
$5.48M – – –
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.39M +$228K +7,224 +4%
Legal & General Group
72
Legal & General Group
United Kingdom
$5.25M +$37.7K +1,195 +0.7%
HCMT
73
Highland Capital Management (Texas)
Texas
$5.17M +$4.67M +148,000 +930%
UBS Group
74
UBS Group
Switzerland
$5.15M +$5.02M +159,381 +3,947%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$5.11M -$151K -4,800 -3%
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3
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