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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 %
SBH
76
Segall Bryant & Hamill
Illinois
$4.93M -$5.95M -188,600 -55%
CIC
77
Crawford Investment Counsel
Georgia
$4.68M -$356K -11,300 -7%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$4.63M +$230K +7,300 +5%
Allianz Asset Management
79
Allianz Asset Management
Germany
$4.52M -$12.6M -400,026 -74%
Retirement Systems of Alabama
80
Retirement Systems of Alabama
Alabama
$4.2M +$8.51K +270 +0.2%
JPMPWA
81
J.P. Morgan Private Wealth Advisors
California
$4.01M -$4.16K -132 -0.1%
MSL
82
Mackay Shields LLC
New York
$3.84M +$1.09M +34,604 +40%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$3.66M +$2.31M +73,350 +172%
DS
84
Dudley & Shanley
Florida
$3.42M – – –
Barclays
85
Barclays
United Kingdom
$3.1M -$3.45M -109,499 -53%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$2.95M -$87K -2,758 -3%
TI
87
Trexquant Investment
Connecticut
$2.86M +$2.86M +90,838 New
1CM
88
1492 Capital Management
Wisconsin
$2.85M -$6.43K -204 -0.2%
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$2.82M -$16.2K -515 -0.6%
TCA
90
Tortoise Capital Advisors
Kansas
$2.78M -$287K -9,100 -9%
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.78M -$421K -13,330 -13%
MOACM
92
Mutual of America Capital Management
New York
$2.76M -$26.8K -850 -1%
Group One Trading
93
Group One Trading
Illinois
$2.68M -$1.07M -33,912 -29%
Nomura Holdings
94
Nomura Holdings
Japan
$2.67M +$134K +4,128 +5%
ERSOT
95
Employees Retirement System of Texas
Texas
$2.65M -$1.77M -56,000 -40%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$2.64M +$1.93M +61,319 +273%
DTL
97
Dynamic Technology Lab
Singapore
$2.52M +$2.26M +71,728 +886%
ASRS
98
Arizona State Retirement System
Arizona
$2.31M +$60.4K +1,916 +3%
JIR
99
James Investment Research
Ohio
$2.23M +$2.23M +70,680 New
US Bancorp
100
US Bancorp
Minnesota
$2.07M -$438K -13,872 -17%
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4
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