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SM Energy
SM

Overview Fund Activity

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
Holders
258
Holders Change
+17
Holders Change %
+7.05%
% of All Funds
5.86%
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

1
EECFI
1
EnCap Energy Capital Fund IX
Texas
$181M
2
CG
2
Carmignac Gestion
France
$131M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$145M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$21.9M
5
Millennium Management
5
Millennium Management
New York
$151M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.21M
2
ECA
2
Encompass Capital Advisors
New York
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$7.15M
4
FTCM
4
Fir Tree Capital Management
New York
$88.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
101
Oxford Asset Management
United Kingdom
$1.55M +$1.55M +68,378 New
TPSF
102
Texas Permanent School Fund
Texas
$1.53M -$117K -5,307 -7%
MIM
103
MetLife Investment Management
New Jersey
$1.44M +$1.44M +64,975 New
JPMPWA
104
J.P. Morgan Private Wealth Advisors
California
$1.42M +$5.06K +229 +0.4%
Prudential Financial
105
Prudential Financial
New Jersey
$1.41M -$2.79M -126,220 -66%
PG
106
PEAK6 Group
Illinois
$1.41M +$861K +39,030 +156%
BF
107
BOK Financial
Oklahoma
$1.37M +$10.2K +460 +0.7%
TI
108
Trexquant Investment
Connecticut
$1.27M +$1.27M +57,572 New
SDIC
109
South Dakota Investment Council
South Dakota
$1.27M – – –
Canada Life
110
Canada Life
Manitoba, Canada
$1.24M – – –
BBHC
111
Brown Brothers Harriman & Co
New York
$1.24M +$3.76K +170 +0.3%
Cerity Partners
112
Cerity Partners
New York
$1.23M +$839 +38 +0.1%
EVM
113
Eaton Vance Management
Massachusetts
$1.13M – – –
MSA
114
Mason Street Advisors
Wisconsin
$1.12M -$4.64K -210 -0.4%
AG
115
Aperio Group
California
$1.1M +$158K +7,160 +17%
LIA
116
LS Investment Advisors
Michigan
$1.09M -$128K -5,808 -10%
Verition Fund Management
117
Verition Fund Management
Connecticut
$1.06M -$554K -25,105 -34%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.06M +$2.16K +98 +0.2%
CBB
119
Citizens Business Bank
California
$1.05M -$95K -4,300 -8%
VRS
120
Virginia Retirement Systems
Virginia
$1.02M -$649K -29,400 -39%
TWA
121
TCI Wealth Advisors
Arizona
$919K – – –
SG Americas Securities
122
SG Americas Securities
New York
$890K +$890K +40,326 New
CIM
123
Castleton Investment Management
Connecticut
$883K -$883K -40,000 -50%
ANTB
124
AMG National Trust Bank
Colorado
$827K +$2.19K +99 +0.3%
SOMRS
125
State of Michigan Retirement System
Michigan
$815K -$35.3K -1,600 -4%
3 4
5
6 7