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SM Energy
SM

Overview Fund Activity

173 hedge funds and large institutions have $136M invested in SM Energy in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-46
Holders Change %
-21%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
25
Increased
58
Reduced
58
Closed
67
Calls
$412K
Puts
$689K
Net Calls
-$277K
Net Calls Change
+$6.09M

Top Buyers

1
SCM
Schneider Capital Management
Pennsylvania
+$4.38M
2
Millennium Management
Millennium Management
New York
+$3.79M
3
Goldman Sachs
Goldman Sachs
New York
+$3.78M
4
State Street
State Street
Massachusetts
+$3.54M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.41M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$41M
2
ECA
Encompass Capital Advisors
New York
-$31.2M
3
FCM
Frontier Capital Management
Massachusetts
-$23.8M
4
PCM
Palisade Capital Management
New Jersey
-$17.1M
5
CCP
Caymus Capital Partners
Texas
-$9.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
151
Mutual of America Capital Management
New York
$6K +$1.04K +804 +21%
FCM
152
Firestone Capital Management
Florida
$6K +$6K +4,625 New
BC
153
Bartlett & Co
Ohio
$5K +$5K +3,700 New
BCWM
154
Bartlett & Co Wealth Management
Ohio
$4.51K -$3.73K -3,060 -45%
LIA
155
LS Investment Advisors
Michigan
$4K – – –
SIAS
156
Shine Investment Advisory Services
Colorado
$3K +$3K +2,500 New
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$2K -$4.96K -5,381 -71%
OAMA
158
Oslo Asset Management AS
Norway
$1K -$231K -256,420 -100%
UBS Group
159
UBS Group
Switzerland
$1K -$23.5K -26,410 -96%
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$1K – – –
CFB
161
Cullen/Frost Bankers
Texas
$1K – – –
ARMC
162
American Research & Management Company
Massachusetts
$1K – – –
S
163
SignatureFD
Georgia
$1K +$231 +144 +30%
TPCW
164
TD Private Client Wealth
New York
$68 +$68 +56 New
Macquarie Group
165
Macquarie Group
Australia
– -$41M -3,645,315 Closed
ECA
166
Encompass Capital Advisors
New York
– -$31.2M -2,779,666 Closed
FCM
167
Frontier Capital Management
Massachusetts
– -$23.8M -2,115,229 Closed
PCM
168
Palisade Capital Management
New Jersey
– -$17.1M -1,517,178 Closed
CCP
169
Caymus Capital Partners
Texas
– -$9.34M -831,200 Closed
CVA
170
Ceredex Value Advisors
Florida
– -$8.4M -747,076 Closed
Balyasny Asset Management
171
Balyasny Asset Management
Illinois
– -$7.72M -686,884 Closed
CC
172
Carlson Capital
Texas
– -$7.08M -629,600 Closed
EMG
173
Ellington Management Group
Connecticut
– -$4.64M -412,825 Closed
DA
174
Duality Advisers
Florida
– -$3.54M -314,882 Closed
WC
175
Wexford Capital
Florida
– -$3.17M -281,821 Closed
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