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SM Energy
SM

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

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

39% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 28

14% more capital invested

Capital invested by funds: $1.11B → $1.26B (+$153M)

2% more funds holding

Funds holding: 214 → 219 (+5)

5% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 77

1.98% less ownership

Funds ownership: 101.66% → 99.68% (-2%)

47% less call options, than puts

Call options by funds: $7.07M | Put options by funds: $13.4M

Holders
219
Holders Change
+5
Holders Change %
+2.34%
% of All Funds
4.31%
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

Top Buyers

Rank Fund Capital Flow
1
ECA
Encompass Capital Advisors
New York
+$25M
2
Prudential Financial
Prudential Financial
New Jersey
+$16.5M
3
State Street
State Street
Massachusetts
+$13.2M
4
N
Nuveen
North Carolina
+$8.81M
5
CCP
Caymus Capital Partners
Texas
+$7.49M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$39.7M
2
KL
KGH Ltd
Bahamas
-$19.7M
3
OAMA
Oslo Asset Management AS
Norway
-$19.6M
4
Goldman Sachs
Goldman Sachs
New York
-$12.9M
5
Renaissance Technologies
Renaissance Technologies
New York
-$9.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Teacher Retirement System of Texas
51
Teacher Retirement System of Texas
Texas
$3.04M +$2.44M +270,580 New
Citigroup
52
Citigroup
New York
$3.02M +$836K +92,806 +53%
OAMA
53
Oslo Asset Management AS
Norway
$2.9M -$19.6M -2,178,000 -89%
Voloridge Investment Management
54
Voloridge Investment Management
Florida
$2.85M -$771K -85,585 -25%
CS
55
Credit Suisse
Switzerland
$2.83M -$2.94M -326,681 -56%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$2.75M +$232K +25,800 +12%
MWNA
57
Marshall Wace North America
New York
$2.68M +$2.15M +238,486 New
Rafferty Asset Management
58
Rafferty Asset Management
New York
$2.65M -$1M -111,442 -32%
CIC
59
Crawford Investment Counsel
Georgia
$2.37M +$143K +15,880 +8%
Swiss National Bank
60
Swiss National Bank
Switzerland
$2.31M +$43.2K +4,800 +2%
OAM
61
Oxford Asset Management
United Kingdom
$2.22M +$1.78M +197,519 New
WC
62
Walthausen & Co
New York
$2.15M -$1.2M -133,400 -41%
Canada Pension Plan Investment Board
63
Canada Pension Plan Investment Board
Ontario, Canada
$2.12M +$648K +71,889 +62%
SG Americas Securities
64
SG Americas Securities
New York
$2.1M +$1.5M +166,909 +855%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$2.07M +$7.32K +813 +0.4%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$2.04M -$23.2K -2,580 -1%
CM
67
CoreCommodity Management
Connecticut
$1.96M +$432K +47,973 +38%
Grantham, Mayo, Van Otterloo & Co (GMO)
68
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.87M +$1.5M +166,400 New
UBS AM
69
UBS AM
Illinois
$1.8M +$197K +21,860 +16%
Wells Fargo
70
Wells Fargo
California
$1.67M -$608K -67,526 -31%
TI
71
Trexquant Investment
Connecticut
$1.62M +$957K +106,238 +280%
QI
72
QS Investors
New York
$1.58M -$18.5K -2,050 -1%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.53M +$1.23M +136,300 New
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$1.5M +$164K +18,241 +16%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$1.48M +$457K +50,752 +62%
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3
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SM Hedge Fund Activity: Q4 2019 in Review

219 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q4 2019, worth a combined $1.26B — up 14% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SM positions and 28 closed out — a net gain of 11 holders — while 73 added to existing stakes and 77 trimmed.

The largest buyer was Encompass Capital Advisors, opening a new position worth an estimated $25M. The largest seller was AllianceBernstein, cutting an estimated $39.7M.

  • 219 institutional investors held SM Energy (SM) as of Q4 2019, up from 214 in Q3 2019.
  • Funds reported $1.26B of SM Energy stock for Q4 2019, up 14% quarter-over-quarter.
  • 39 funds opened new SM Energy positions in Q4 2019 and 28 closed out, a net change of +11 holders.
  • The largest SM Energy buyer in Q4 2019 was Encompass Capital Advisors, an estimated $25M added.
  • The largest SM Energy seller in Q4 2019 was AllianceBernstein, an estimated $39.7M sold.

Based on aggregated 13F filings for Q4 2019.