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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 %
PA
176
Profund Advisors
Maryland
$259K +$17.5K +991 +7%
Axa
177
Axa
France
$257K +$257K +14,500 New
VanEck Associates
178
VanEck Associates
New York
$249K -$4.43K -250 -2%
HHAA
179
Henry H. Armstrong Associates
Pennsylvania
$248K – – –
HT
180
HAP Trading
New York
$239K +$239K +13,479 New
NMIMC
181
Northwestern Mutual Investment Management Company
Wisconsin
$238K -$61.6K -3,464 -21%
SAM
182
Securian Asset Management
Minnesota
$230K +$10.3K +581 +5%
Nuveen Asset Management
183
Nuveen Asset Management
Illinois
$226K +$226K +12,748 New
TRSOTSOK
184
Teachers Retirement System of the State of Kentucky
Kentucky
$224K – – –
IG
185
ING Group
Netherlands
$222K +$11.1K +627 +5%
PIC
186
PCJ Investment Counsel
Ontario, Canada
$218K -$3.37K -190 -2%
FCM
187
Flinton Capital Management
Pennsylvania
$214K +$36.8K +2,074 +21%
IIM
188
Ironwood Investment Management
Massachusetts
$212K – – –
RCM
189
Riverhead Capital Management
Delaware
$210K +$34.4K +1,937 +20%
PAM
190
Panagora Asset Management
Massachusetts
$203K – – –
TYCC
191
Texas Yale Capital Corp
Florida
$198K – – –
CCMW
192
Cypress Capital Management (Wyoming)
Wyoming
$195K +$17.7K +1,000 +10%
ACM
193
Alpha Capital Management
Texas
$194K – – –
VF
194
Virtu Financial
New York
$189K +$189K +10,627 New
Bessemer Group
195
Bessemer Group
New Jersey
$178K – – –
Russell Investments Group
196
Russell Investments Group
United Kingdom
$176K -$43.6K -2,455 -20%
TAM
197
Tyers Asset Management
Texas
$176K +$30.2K +1,708 +21%
QI
198
QS Investors
New York
$149K – – –
LF
199
Lee Financial
Texas
$142K – – –
NA
200
Neuburgh Advisers
California
$139K +$23.9K +1,342 +21%
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8
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