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SM Energy
SM

Overview Fund Activity

274 hedge funds and large institutions have $3.82B invested in SM Energy in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 83 increasing their positions, 109 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+7
Holders Change %
+2.62%
% of All Funds
6.27%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
42
Increased
83
Reduced
109
Closed
32
Calls
$42M
Puts
$48.7M
Net Calls
-$6.65M
Net Calls Change
+$29.5M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$129M
2
BCM
Brenham Capital Management
Texas
+$88M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$24.4M
4
Millennium Management
Millennium Management
New York
+$23.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$21.2M

Top Sellers

1
CCM
Causeway Capital Management
California
-$201M
2
FTCM
Fir Tree Capital Management
New York
-$123M
3
KL
KGH Ltd
Bahamas
-$45.2M
4
EECFI
EnCap Energy Capital Fund IX
Texas
-$34.7M
5
FPA
First Pacific Advisors
California
-$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Balyasny Asset Management
151
Balyasny Asset Management
Illinois
$917K +$917K +29,080 New
RCM
152
Riverhead Capital Management
Delaware
$909K -$1.16M -36,790 -56%
LSERS
153
Louisiana State Employees Retirement System
Louisiana
$892K +$15.8K +500 +2%
AIL
154
AGF Investments LLC
Ontario, Canada
$873K +$873K +27,653 New
GCP
155
GSA Capital Partners
United Kingdom
$840K +$840K +26,632 New
MAM
156
Meeder Asset Management
Ohio
$827K +$827K +26,204 New
NMERB
157
New Mexico Educational Retirement Board
New Mexico
$760K – – –
TAM
158
Tyers Asset Management
Texas
$757K -$980K -31,080 -56%
PI
159
PEAK6 Investments
Illinois
$751K +$751K +23,804 New
VOYA Investment Management
160
VOYA Investment Management
Georgia
$720K -$16.9K -536 -2%
Luther King Capital Management (LKCM)
161
Luther King Capital Management (LKCM)
Texas
$706K -$22.9K -725 -3%
RHBC
162
R.H. Bluestein & Co
Michigan
$697K +$15.8K +500 +2%
State of Wisconsin Investment Board
163
State of Wisconsin Investment Board
Wisconsin
$672K -$15.1K -480 -2%
AB
164
Amalgamated Bank
New York
$665K -$4.32K -137 -0.6%
COPPSERS
165
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$661K -$214K -6,775 -24%
B
166
Barings
North Carolina
$659K – – –
URS
167
Utah Retirement Systems
Utah
$650K +$3.15K +100 +0.5%
LMGAM
168
Liberty Mutual Group Asset Management
Massachusetts
$645K – – –
CCM
169
Chilton Capital Management
Texas
$644K – – –
FRM
170
Fox Run Management
Connecticut
$643K +$643K +20,386 New
SCA
171
Sippican Capital Advisors
Massachusetts
$625K +$50.9K +2,200 +9%
NMIMC
172
Northwestern Mutual Investment Management Company
Wisconsin
$613K -$23.7K -751 -4%
CSS
173
Cubist Systematic Strategies
Connecticut
$611K +$190K +6,037 +45%
Public Employees Retirement Association of Colorado
174
Public Employees Retirement Association of Colorado
Colorado
$607K -$662 -21 -0.1%
NA
175
Neuburgh Advisers
California
$595K -$771K -24,420 -56%
5 6
7
8 9