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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 %
Balyasny Asset Management
126
Balyasny Asset Management
Illinois
$743K +$266K +14,987 +56%
TWA
127
TCI Wealth Advisors
Arizona
$738K +$1.35K +76 +0.2%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$716K -$4.7M -264,834 -87%
NPGCU
129
Napier Park Global Capital (US)
New York
$710K +$710K +40,000 New
SOMRS
130
State of Michigan Retirement System
Michigan
$683K -$33.7K -1,900 -5%
RJA
131
Raymond James & Associates
Florida
$671K -$829K -46,743 -55%
EMG
132
Ellington Management Group
Connecticut
$667K -$815K -45,900 -55%
Wolverine Trading
133
Wolverine Trading
Illinois
$663K -$8.95K -505 -1%
ANTB
134
AMG National Trust Bank
Colorado
$663K +$14.4K +811 +2%
HI
135
HBK Investments
Texas
$641K -$4.73M -266,879 -88%
CG
136
Cutler Group
California
$640K -$399K -22,535 -38%
OPERF
137
Oregon Public Employees Retirement Fund
Oregon
$640K +$12K +678 +2%
WPW
138
Waldron Private Wealth
Pennsylvania
$630K – – –
MML Investors Services
139
MML Investors Services
Massachusetts
$621K -$212K -11,957 -25%
RHBC
140
R.H. Bluestein & Co
Michigan
$605K -$408K -23,000 -40%
BCM
141
Bridgeway Capital Management
Texas
$603K – – –
FAM
142
Foundation Asset Management
New York
$602K +$602K +33,916 New
Federated Hermes
143
Federated Hermes
Pennsylvania
$594K -$5.82M -328,133 -91%
Rafferty Asset Management
144
Rafferty Asset Management
New York
$581K +$92.9K +5,233 +19%
CSS
145
Cubist Systematic Strategies
Connecticut
$558K +$333K +18,802 +148%
MERSOM
146
Municipal Employees' Retirement System of Michigan
Michigan
$549K -$107K -6,010 -16%
Royal Bank of Canada
147
Royal Bank of Canada
Ontario, Canada
$544K +$97.5K +5,487 +22%
Simplex Trading
148
Simplex Trading
Illinois
$539K -$140K -7,915 -21%
State of New Jersey Common Pension Fund D
149
State of New Jersey Common Pension Fund D
New Jersey
$532K – – –
FM
150
Fondren Management
Texas
$532K +$177K +10,000 +50%
4 5
6
7 8