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SM Energy
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258 hedge funds and large institutions have $2.85B invested in SM Energy in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 85 increasing their positions, 88 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

36% more capital invested

Capital invested by funds: $2.1B → $2.85B (+$754M)

24% more call options, than puts

Call options by funds: $33.6M | Put options by funds: $27M

9.92% more ownership

Funds ownership: 105.76% → 115.68% (+9.9%)

7% more funds holding

Funds holding: 241 → 258 (+17)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

3% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 88

Holders
258
Holders Change
+17
Holders Change %
+7.05%
% of All Funds
5.85%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
42
Increased
85
Reduced
88
Closed
22
Calls
$33.6M
Puts
$27M
Net Calls
+$6.53M
Net Calls Change
+$45.2M

Top Buyers

Rank Fund Capital Flow
1
EECFI
EnCap Energy Capital Fund IX
Texas
+$165M
2
CG
Carmignac Gestion
France
+$119M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$36.7M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$20M
5
Millennium Management
Millennium Management
New York
+$20M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$48.9M
2
ECA
Encompass Capital Advisors
New York
-$28.9M
3
Deutsche Bank
Deutsche Bank
Germany
-$20.9M
4
FTCM
Fir Tree Capital Management
New York
-$14M
5
Morgan Stanley
Morgan Stanley
New York
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
76
Crawford Investment Counsel
Georgia
$3.15M +$52.5K +2,600 +2%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$3.08M +$428K +21,200 +18%
Comerica Bank
78
Comerica Bank
Texas
$3.07M -$41.3K -2,044 -2%
Retirement Systems of Alabama
79
Retirement Systems of Alabama
Alabama
$2.93M +$14.5K +718 +0.5%
Barclays
80
Barclays
United Kingdom
$2.88M +$1.23M +60,701 +87%
DS
81
Dudley & Shanley
Florida
$2.81M – – –
Point72 Asset Management
82
Point72 Asset Management
Connecticut
$2.77M -$7.53M -373,300 -75%
CPA
83
Columbia Pacific Advisors
Washington
$2.75M -$387K -19,152 -13%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$2.24M +$178K +8,818 +10%
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.24M +$138K +6,813 +7%
AJ
86
Ashburton (Jersey)
Jersey
$2.19M +$357K +17,700 +22%
CL
87
CPWM LLC
Washington
$2.14M +$81 +4 +0%
CS
88
Credit Suisse
Switzerland
$2.02M -$516K -25,560 -22%
O
89
OppenheimerFunds
New York
$1.87M -$61.8K -3,061 -3%
Group One Trading
90
Group One Trading
Illinois
$1.81M -$1.39M -69,025 -46%
MOACM
91
Mutual of America Capital Management
New York
$1.79M -$102K -5,031 -6%
US Bancorp
92
US Bancorp
Minnesota
$1.76M -$222 -11 -0%
Adage Capital Partners
93
Adage Capital Partners
Massachusetts
$1.66M -$505K -25,000 -25%
ASRS
94
Arizona State Retirement System
Arizona
$1.63M +$321K +15,923 +27%
WSFS
95
Wilmington Savings Fund Society
Delaware
$1.62M – – –
CC
96
Capital Counsel
New York
$1.62M – – –
Invesco
97
Invesco
Georgia
$1.61M -$185K -9,181 -11%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$1.61M -$323K -15,985 -18%
HP
99
Hartree Partners
New York
$1.6M +$1.47M +72,706 New
Nomura Holdings
100
Nomura Holdings
Japan
$1.59M -$2.6M -128,817 -64%
2 3
4
5 6

SM Hedge Fund Activity: Q4 2017 in Review

258 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q4 2017, worth a combined $2.85B — up 36% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SM positions and 22 closed out — a net gain of 20 holders — while 85 added to existing stakes and 88 trimmed.

The largest buyer was EnCap Energy Capital Fund IX, opening a new position worth an estimated $165M. The largest seller was Citadel Advisors, cutting an estimated $48.9M.

  • 258 institutional investors held SM Energy (SM) as of Q4 2017, up from 241 in Q3 2017.
  • Funds reported $2.85B of SM Energy stock for Q4 2017, up 36% quarter-over-quarter.
  • 42 funds opened new SM Energy positions in Q4 2017 and 22 closed out, a net change of +20 holders.
  • The largest SM Energy buyer in Q4 2017 was EnCap Energy Capital Fund IX, an estimated $165M added.
  • The largest SM Energy seller in Q4 2017 was Citadel Advisors, an estimated $48.9M sold.

Based on aggregated 13F filings for Q4 2017.