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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 %
QC
151
Quadrature Capital
United Kingdom
$508K +$508K +28,636 New
EM
152
ELCO Management
New York
$497K – – –
LSERS
153
Louisiana State Employees Retirement System
Louisiana
$484K +$31.9K +1,800 +7%
AIA
154
Avalon Investment & Advisory
Texas
$472K +$472K +26,621 New
LMGAM
155
Liberty Mutual Group Asset Management
Massachusetts
$454K -$232K -13,071 -34%
SCP
156
Scoria Capital Partners
Connecticut
$444K -$1.71M -96,475 -79%
PG
157
PEAK6 Group
Illinois
$444K +$320K +18,038 +258%
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$440K +$39.9K +2,250 +10%
ST
159
Spot Trading
Illinois
$410K +$120K +6,732 +41%
State of Wisconsin Investment Board
160
State of Wisconsin Investment Board
Wisconsin
$400K +$8.39K +473 +2%
AIP
161
Ameritas Investment Partners
Nebraska
$386K – – –
URS
162
Utah Retirement Systems
Utah
$359K – – –
AB
163
Amalgamated Bank
New York
$358K -$14.6K -822 -4%
TCM
164
Texan Capital Management
Texas
$348K – – –
AFS
165
Amtrust Financial Services
New York
$337K – – –
Public Employees Retirement Association of Colorado
166
Public Employees Retirement Association of Colorado
Colorado
$331K +$18 +1 +0%
FMT
167
First Mercantile Trust
Tennessee
$330K -$339K -19,107 -51%
Luther King Capital Management (LKCM)
168
Luther King Capital Management (LKCM)
Texas
$307K -$63.9K -3,600 -17%
JG
169
Jefferies Group
New York
$286K -$120K -6,749 -30%
HCMT
170
Highland Capital Management (Texas)
Texas
$282K – – –
LPL Financial
171
LPL Financial
California
$270K -$9.73K -549 -3%
ProShare Advisors
172
ProShare Advisors
Maryland
$266K -$28K -1,582 -10%
COPPSERS
173
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$265K +$11.4K +643 +4%
Capstone Investment Advisors
174
Capstone Investment Advisors
New York
$263K -$119K -6,700 -31%
CCIA
175
Campbell & Co Investment Adviser
Maryland
$261K +$261K +14,705 New
5 6
7
8 9