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SM Energy
SM

Overview Fund Activity

304 hedge funds and large institutions have $3.45B invested in SM Energy in 2016 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 129 increasing their positions, 66 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+38
Holders Change %
+14.29%
% of All Funds
7.61%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.18%
New
71
Increased
129
Reduced
66
Closed
31
Calls
$59.2M
Puts
$97.9M
Net Calls
-$38.7M
Net Calls Change
+$1.49M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$81.8M
2
Millennium Management
Millennium Management
New York
$93.9M
3
SFM
Systematic Financial Management
New Jersey
$39.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
$260M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$44.2M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$11.2M
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
Prudential Financial
Prudential Financial
New Jersey
$22.4M
5
AR
Advisory Research
Illinois
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCMT
201
Highland Capital Management (Texas)
Texas
$549K -$299K -8,680 -35%
AIM
202
Alambic Investment Management
California
$534K +$534K +15,500 New
WF
203
Welch & Forbes
Massachusetts
$532K -$13.1K -380 -2%
CSS
204
Cubist Systematic Strategies
Connecticut
$526K -$1.58M -45,812 -75%
DTL
205
Dynamic Technology Lab
Singapore
$519K +$519K +15,061 New
SEC
206
Seven Eight Capital
New York
$514K +$124K +3,600 +32%
O
207
OppenheimerFunds
New York
$511K +$297K +8,621 +139%
SAM
208
Shell Asset Management
Netherlands
$496K +$496K +14,383 New
COPPSERS
209
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$492K +$48.9K +1,418 +11%
PAM
210
Panagora Asset Management
Massachusetts
$485K – – –
JHIU
211
Janus Henderson Investors US
Colorado
$483K +$483K +14,000 New
AB
212
Amalgamated Bank
New York
$482K +$113K +3,266 +31%
MHI
213
Miller Howard Investments
New York
$479K -$3.04K -88 -0.6%
MC
214
Menta Capital
California
$467K +$82.7K +2,400 +22%
ACM
215
Alpha Capital Management
Texas
$463K +$380 +11 +0.1%
CBB
216
Citizens Business Bank
California
$453K – – –
Two Sigma Advisers
217
Two Sigma Advisers
New York
$440K -$545K -15,790 -55%
HMS
218
Hanseatic Management Services
New Mexico
$432K +$431K +12,498 +37,873%
BJ
219
BlackRock Japan
Japan
$431K -$292K -8,471 -40%
TD Asset Management
220
TD Asset Management
Ontario, Canada
$424K +$424K +12,300 New
CCMW
221
Cypress Capital Management (Wyoming)
Wyoming
$418K – – –
MAM
222
Meeder Asset Management
Ohio
$418K +$35.9K +1,043 +9%
SAM
223
Securian Asset Management
Minnesota
$413K +$48.4K +1,405 +13%
IIM
224
Ironwood Investment Management
Massachusetts
$392K – – –
Hudson Bay Capital Management
225
Hudson Bay Capital Management
Connecticut
$388K +$388K +11,250 New
7 8
9
10 11