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SM Energy
SM

Overview Fund Activity

177 hedge funds and large institutions have $376M invested in SM Energy in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+4
Holders Change %
+2.31%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
57
Reduced
54
Closed
33
Calls
$2.51M
Puts
$7.47M
Net Calls
-$4.96M
Net Calls Change
-$4.68M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$7.3M
2
Morgan Stanley
Morgan Stanley
New York
+$7.16M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.4M
4
Millennium Management
Millennium Management
New York
+$4.01M
5
Citigroup
Citigroup
New York
+$3.76M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$16.1M
2
State Street
State Street
Massachusetts
-$6.5M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$6.34M
4
OAMA
Oslo Asset Management AS
Norway
-$4.43M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
151
Ironwood Investment Management
Massachusetts
$38K – – –
SSA
152
Schonfeld Strategic Advisors
New York
$37K -$98.7K -26,667 -73%
AIP
153
Ameritas Investment Partners
Nebraska
$37K – – –
EI
154
Ellevest Inc
New York
$37K +$16.8K +4,482 +83%
LF
155
Lee Financial
Texas
$30K – – –
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$24K +$15.6K +4,055 +187%
MOACM
157
Mutual of America Capital Management
New York
$19K +$2.08K +568 +12%
FCM
158
Firestone Capital Management
Florida
$17K – – –
PCM
159
Prelude Capital Management
New York
$13K +$13K +3,485 New
SIAS
160
Shine Investment Advisory Services
Colorado
$12K +$2.37K +615 +25%
LIA
161
LS Investment Advisors
Michigan
$11K – – –
SWA
162
Sutton Wealth Advisors
Florida
$9.85K +$9.85K +2,626 New
VCM
163
Versant Capital Management
Arizona
$8K +$8K +2,190 New
BCWM
164
Bartlett & Co Wealth Management
Ohio
$5.25K -$8.63K -2,300 -62%
BC
165
Bartlett & Co
Ohio
$5K -$8.21K -2,300 -62%
GT
166
Glenmede Trust
Pennsylvania
$5K +$1.66K +516 +50%
Osaic Holdings
167
Osaic Holdings
Arizona
$5K +$4.51K +1,271 +928%
OAMA
168
Oslo Asset Management AS
Norway
$4K -$4.43M -1,107 -100%
S
169
SignatureFD
Georgia
$4K +$1.83K +527 +84%
CFB
170
Cullen/Frost Bankers
Texas
$2K – – –
CAN
171
Cetera Advisor Networks
California
$2K +$2K +600 New
MAM
172
Meeder Asset Management
Ohio
$1K -$219 -33 -18%
PFBT
173
Parkside Financial Bank & Trust
Missouri
$1K +$1K +203 New
GWM
174
Geneos Wealth Management
Colorado
$1K +$1K +335 New
QCG
175
Quadrant Capital Group
Ohio
$1K +$946 +347 +1,735%
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