SM Energy
251 hedge funds and large institutions have $1.97B invested in SM Energy in 2019 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 80 increasing their positions, 80 reducing their positions, and 32 closing their positions.
41% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 32
5% more funds holding
Funds holding: 239 → 251 (+12)
3% more capital invested
Capital invested by funds: $1.91B → $1.97B (+$57.6M)
0% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 80
9.82% less ownership
Funds ownership: 110.04% → 100.23% (-9.8%)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
57% less call options, than puts
Call options by funds: $9.47M | Put options by funds: $22.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$28.8M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$15.4M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
+$13.5M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$13.1M |
| 5 |
Goldman Sachs
New York
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$66.4M |
| 2 |
KL
KGH Ltd
Nassau,
Bahamas
|
-$60.9M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$28.7M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$22M |
| 5 |
WC
Wexford Capital
West Palm Beach,
Florida
|
-$15M |
SM Hedge Fund Activity: Q1 2019 in Review
251 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q1 2019, worth a combined $1.97B — up 3% from $1.91B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new SM positions and 32 closed out — a net gain of 13 holders — while 80 added to existing stakes and 80 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $28.8M. The largest seller was Millennium Management, cutting an estimated $66.4M.
- 251 institutional investors held SM Energy (SM) as of Q1 2019, up from 239 in Q4 2018.
- Funds reported $1.97B of SM Energy stock for Q1 2019, up 3% quarter-over-quarter.
- 45 funds opened new SM Energy positions in Q1 2019 and 32 closed out, a net change of +13 holders.
- The largest SM Energy buyer in Q1 2019 was Citadel Advisors, an estimated $28.8M added.
- The largest SM Energy seller in Q1 2019 was Millennium Management, an estimated $66.4M sold.
Based on aggregated 13F filings for Q1 2019.