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SM Energy
SM

Overview Fund Activity

304 hedge funds and large institutions have $3.45B invested in SM Energy in 2016 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 129 increasing their positions, 66 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+38
Holders Change %
+14.29%
% of All Funds
7.61%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.18%
New
71
Increased
129
Reduced
66
Closed
31
Calls
$59.2M
Puts
$97.9M
Net Calls
-$38.7M
Net Calls Change
+$1.49M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$81.8M
2
Millennium Management
Millennium Management
New York
$93.9M
3
SFM
Systematic Financial Management
New Jersey
$39.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
$260M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$44.2M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$11.2M
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
Prudential Financial
Prudential Financial
New Jersey
$22.4M
5
AR
Advisory Research
Illinois
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPIM
126
Brant Point Investment Management
New York
$2.12M -$117K -3,400 -5%
PCM
127
Piermont Capital Management
Missouri
$2.06M -$138K -3,990 -6%
Canada Pension Plan Investment Board
128
Canada Pension Plan Investment Board
Ontario, Canada
$2.03M – – –
BBHC
129
Brown Brothers Harriman & Co
New York
$1.93M – – –
VRS
130
Virginia Retirement Systems
Virginia
$1.92M +$13.8K +400 +0.7%
CM
131
Castleark Management
Illinois
$1.89M – – –
RJA
132
Raymond James & Associates
Florida
$1.87M -$2.55K -74 -0.1%
Capstone Investment Advisors
133
Capstone Investment Advisors
New York
$1.87M +$1.87M +54,243 New
Canada Life
134
Canada Life
Manitoba, Canada
$1.87M +$207K +5,985 +12%
JPMPWA
135
J.P. Morgan Private Wealth Advisors
California
$1.85M +$1.85M +53,500 New
State of Wisconsin Investment Board
136
State of Wisconsin Investment Board
Wisconsin
$1.82M -$73.5K -2,132 -4%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$1.82M +$94.3K +2,730 +5%
ARTA
138
A.R.T. Advisors
New York
$1.79M +$1.44M +41,800 +414%
SDIC
139
South Dakota Investment Council
South Dakota
$1.77M -$934K -27,103 -35%
EVM
140
Eaton Vance Management
Massachusetts
$1.76M – – –
TPCM
141
Three Peaks Capital Management
Colorado
$1.75M +$1.13M +32,884 +183%
Group One Trading
142
Group One Trading
Illinois
$1.74M +$1.09M +31,499 +167%
CIP
143
Chartwell Investment Partners
Pennsylvania
$1.71M +$1.71M +49,630 New
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$1.68M +$1.01M +29,356 +151%
MSA
145
Mason Street Advisors
Wisconsin
$1.55M +$165K +4,785 +12%
MERSOM
146
Municipal Employees' Retirement System of Michigan
Michigan
$1.54M +$485K +14,080 +46%
LMGAM
147
Liberty Mutual Group Asset Management
Massachusetts
$1.49M +$166K +4,817 +13%
CANY
148
Caxton Associates (New York)
New York
$1.47M +$1.47M +42,673 New
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$1.44M +$325K +9,438 +29%
TWA
150
TCI Wealth Advisors
Arizona
$1.43M – – –
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6
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