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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 %
US Bancorp
101
US Bancorp
Minnesota
$1.42M +$1.63K +92 +0.1%
VRS
102
Virginia Retirement Systems
Virginia
$1.34M -$1.07M -60,586 -45%
TPSF
103
Texas Permanent School Fund
Texas
$1.33M +$57.5K +3,243 +5%
WSFS
104
Wilmington Savings Fund Society
Delaware
$1.31M – – –
CC
105
Capital Counsel
New York
$1.3M – – –
Verition Fund Management
106
Verition Fund Management
Connecticut
$1.3M +$143K +8,036 +12%
Barclays
107
Barclays
United Kingdom
$1.24M -$313K -17,648 -20%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$1.23M -$278K -15,652 -18%
JPMPWA
109
J.P. Morgan Private Wealth Advisors
California
$1.13M – – –
VOYA Investment Management
110
VOYA Investment Management
Georgia
$1.11M – – –
BF
111
BOK Financial
Oklahoma
$1.09M +$1.09M +61,711 New
Canada Life
112
Canada Life
Manitoba, Canada
$1.04M -$18.8K -1,023 -2%
ASRS
113
Arizona State Retirement System
Arizona
$1.03M +$296K +16,696 +40%
SDIC
114
South Dakota Investment Council
South Dakota
$1.02M +$108K +6,100 +12%
BBHC
115
Brown Brothers Harriman & Co
New York
$992K – – –
Cerity Partners
116
Cerity Partners
New York
$989K +$989K +55,776 New
LIA
117
LS Investment Advisors
Michigan
$982K -$35.9K -2,023 -4%
Stifel Financial
118
Stifel Financial
Missouri
$975K +$25.8K +1,449 +3%
CBB
119
Citizens Business Bank
California
$917K +$46.1K +2,600 +5%
EVM
120
Eaton Vance Management
Massachusetts
$906K – – –
MSA
121
Mason Street Advisors
Wisconsin
$901K +$52.8K +2,976 +6%
Citigroup
122
Citigroup
New York
$875K -$282K -15,918 -24%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$846K -$26.8K -1,508 -3%
GC
124
Guggenheim Capital
Illinois
$826K +$179K +10,055 +28%
AG
125
Aperio Group
California
$753K +$130K +7,347 +21%
3 4
5
6 7