SM icon

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 %
Canada Pension Plan Investment Board
76
Canada Pension Plan Investment Board
Ontario, Canada
$2.55M +$1.49M +84,100 +141%
Renaissance Technologies
77
Renaissance Technologies
New York
$2.55M -$10.5M -593,400 -81%
CPA
78
Columbia Pacific Advisors
Washington
$2.55M – – –
CIC
79
Crawford Investment Counsel
Georgia
$2.48M +$484K +27,300 +24%
UBS AM
80
UBS AM
Illinois
$2.42M -$68.8K -3,878 -3%
Comerica Bank
81
Comerica Bank
Texas
$2.39M +$78.3K +3,882 +3%
Retirement Systems of Alabama
82
Retirement Systems of Alabama
Alabama
$2.34M +$104K +5,853 +5%
DS
83
Dudley & Shanley
Florida
$2.26M – – –
BCM
84
BlueCrest Capital Management
Jersey
$2.24M +$1.82M +102,641 +430%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$2.1M – – –
CS
86
Credit Suisse
Switzerland
$2.08M +$669K +37,686 +47%
Adage Capital Partners
87
Adage Capital Partners
Massachusetts
$1.77M – – –
SAM
88
Serengeti Asset Management
New York
$1.77M +$1.77M +100,000 New
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$1.75M -$13.7K -775 -0.8%
CL
90
CPWM LLC
Washington
$1.72M – – –
MLICM
91
Metropolitan Life Insurance Company (MetLife)
New York
$1.71M +$71.8K +4,048 +4%
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.68M +$1.86K +105 +0.1%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$1.64M +$16.8K +949 +1%
T. Rowe Price Associates
94
T. Rowe Price Associates
Maryland
$1.58M +$50.6K +2,851 +3%
O
95
OppenheimerFunds
New York
$1.56M +$72.4K +4,081 +5%
MOACM
96
Mutual of America Capital Management
New York
$1.52M +$162K +9,117 +12%
Invesco
97
Invesco
Georgia
$1.46M +$24.7K +1,391 +2%
AJ
98
Ashburton (Jersey)
Jersey
$1.44M +$1.11M +62,500 +332%
D.E. Shaw & Co
99
D.E. Shaw & Co
New York
$1.42M -$1.42M -80,079 -50%
CIM
100
Castleton Investment Management
Connecticut
$1.42M -$177K -10,000 -11%
2 3
4
5 6