SM icon

SM Energy
SM

Overview Fund Activity

228 hedge funds and large institutions have $2.02B invested in SM Energy in 2016 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+3
Holders Change %
+1.33%
% of All Funds
6.09%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
33
Increased
72
Reduced
86
Closed
28
Calls
$39.5M
Puts
$102M
Net Calls
-$62.8M
Net Calls Change
-$45.5M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$85.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$17.6M
3
FCM
Frontier Capital Management
Massachusetts
$14M
4
BIT
BlackRock Institutional Trust
California
$66.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$24.1M

Top Sellers

1
CCM
Causeway Capital Management
California
$64.7M
2
KL
KGH Ltd
Bahamas
$70M
3
SCM
SIR Capital Management
New York
$11.8M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$9.1M
5
Millennium Management
Millennium Management
New York
$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
176
Capstone Asset Management
Texas
$304K -$22.9K -850 -7%
TYCC
177
Texas Yale Capital Corp
Florida
$302K – – –
RHBC
178
R.H. Bluestein & Co
Michigan
$300K -$122K -4,500 -29%
AIP
179
Ameritas Investment Partners
Nebraska
$291K +$291K +10,764 New
TRCT
180
Tower Research Capital (TRC)
New York
$285K +$285K +10,560 New
DIA
181
Denver Investment Advisors
Colorado
$282K -$149K -5,500 -35%
AB
182
Amalgamated Bank
New York
$277K +$277K +8,566 New
Tudor Investment Corp
183
Tudor Investment Corp
Connecticut
$264K -$396K -14,675 -60%
Teacher Retirement System of Texas
184
Teacher Retirement System of Texas
Texas
$251K +$26.8K +993 +12%
STMM
185
South Texas Money Management
Texas
$250K -$477K -17,662 -66%
Parallax Volatility Advisers
186
Parallax Volatility Advisers
California
$243K +$243K +8,983 New
AIM
187
Assured Investment Management
New York
$230K +$230K +8,513 New
SAM
188
Securian Asset Management
Minnesota
$223K -$25.2K -932 -10%
BC
189
Bartlett & Co
Ohio
$183K – – –
ICM
190
IMS Capital Management
Oregon
$162K – – –
Nomura Asset Management
191
Nomura Asset Management
Japan
$157K +$157K +5,840 New
Credit Agricole
192
Credit Agricole
France
$152K +$152K +5,624 New
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$124K +$124K +4,600 New
GWM
194
Geneos Wealth Management
Colorado
$93K – – –
EA
195
Emerald Acquisition
Washington
$77K +$77K +2,875 New
ST
196
Spot Trading
Illinois
$74K -$141K -5,235 -66%
PG
197
PEAK6 Group
Illinois
$73K -$290K -10,700 -80%
IA
198
IFP Advisors
Florida
$73K +$65.4K +2,422 +859%
IA
199
IndexIQ Advisors
New York
$71K +$4.07K +151 +6%
ANBT
200
American National Bank & Trust
Texas
$50K +$50K +1,870 New
6 7
8
9 10