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SM Energy

219 hedge funds and large institutions have $1.26B invested in SM Energy in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 73 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+5
Holders Change %
+2.34%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
39
Increased
73
Reduced
77
Closed
28
Calls
$7.07M
Puts
$13.4M
Net Calls
-$6.37M
Net Calls Change
+$2.46M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
176
Ameritas Investment Partners
Nebraska
$111K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
177
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$94K +$94K +8,398 New
LF
178
Lee Financial
Texas
$90K
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$86K -$13.6K -1,193 -14%
FMT
180
First Mercantile Trust
Tennessee
$82K -$93.8K -8,352 -53%
VanEck Associates
181
VanEck Associates
New York
$77K -$13.5K -1,211 -15%
BCWM
182
Bartlett & Co Wealth Management
Ohio
$76K
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$74K
KBC Group
184
KBC Group
Belgium
$73K -$383K -34,104 -84%
CG
185
Cutler Group
California
$65K -$176K -15,836 -73%
AIM
186
Aigen Investment Management
New York
$52K +$52K +4,587 New
MOACM
187
Mutual of America Capital Management
New York
$43K -$1.26K -112 -3%
Simplex Trading
188
Simplex Trading
Illinois
$39K -$176K -15,761 -82%
QCG
189
Quadrant Capital Group
Ohio
$37K -$2.96K -273 -7%
ASN
190
Advisory Services Network
Georgia
$35K +$35K +3,149 New
LIA
191
LS Investment Advisors
Michigan
$34K
HNB
192
Huntington National Bank
Ohio
$20K +$20K +1,800 New
SWA
193
Sutton Wealth Advisors
Florida
$19.7K +$2.24K +199 +13%
GDP
194
Great Diamond Partners
Maine
$18K +$18K +1,655 New
GT
195
Glenmede Trust
Pennsylvania
$11K +$5.13K +486 +87%
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$10K
Chevy Chase Trust
197
Chevy Chase Trust
Maryland
$9K +$9K +784 New
CFB
198
Cullen/Frost Bankers
Texas
$6K
ARMC
199
American Research & Management Company
Massachusetts
$6K
PA
200
Parallel Advisors
California
$5K