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SM Energy

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
Name Holding Trade Value Shares
Change
Shares
Change %
DekaBank Deutsche Girozentrale
201
DekaBank Deutsche Girozentrale
Germany
$48K -$644K -23,266 -93%
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$40K
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$28K +$4K +150 +17%
CCA
204
Checchi Capital Advisers
California
$24K
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$21K
SAM
206
Shamrock Asset Management
Texas
$19K
AG
207
Advisor Group
Arizona
$18K +$18K +735 New
QCG
208
Quadrant Capital Group
Ohio
$17K
WAM
209
Wealthspire Advisors (Maryland)
Maryland
$17K +$2.15K +81 +14%
CTC
210
Central Trust Company
Missouri
$16K
ARMC
211
American Research & Management Company
Massachusetts
$14K
PH
212
Pinnacle Holdings
Oklahoma
$13.6K
Creative Planning
213
Creative Planning
Kansas
$11K
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$10K -$94.9K -3,777 -90%
IPC
215
Independent Portfolio Consultants
Florida
$6K -$667 -25 -10%
NFG
216
Next Financial Group
Texas
$6K +$3.33K +125 +125%
WCBA
217
Weaver C. Barksdale & Associates
Tennessee
$5K -$4.17K -156 -45%
CGT
218
Capital Guardian Trust
California
$5K
SEI Investments
219
SEI Investments
Pennsylvania
$5K +$1.56K +56 +46%
FIB
220
First Interstate Bank
Montana
$4K
PMFA
221
Plante Moran Financial Advisors
Michigan
$3K
EFSCE
222
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
SFG
223
SevenBridge Financial Group
Pennsylvania
$2K +$2K +68 New
WEC
224
Winslow Evans & Crocker
Massachusetts
$1.54K +$27 +1 +2%
LTFS
225
Ladenburg Thalmann Financial Services
Florida
$1K