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SM Energy

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
Name Holding Trade Value Shares
Change
Shares
Change %
BC
201
Bartlett & Co
Ohio
$120K
Credit Agricole
202
Credit Agricole
France
$108K +$32.6K +1,835 +43%
MCIM
203
Meadow Creek Investment Management
Georgia
$101K +$17.4K +976 +21%
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$87K -$353 -20 -0.4%
OMCS
205
Old Mutual Customised Solutions
South Africa
$82K
UBS Group
206
UBS Group
Switzerland
$75K -$187K -10,490 -71%
Zurich Cantonal Bank
207
Zurich Cantonal Bank
Switzerland
$63K
IA
208
IndexIQ Advisors
New York
$55K +$429 +24 +0.8%
ASN
209
Advisory Services Network
Georgia
$53K -$7.12K -402 -12%
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$50K
PCM
211
Prelude Capital Management
New York
$48K +$48K +2,700 New
PHK
212
Point72 Hong Kong
Hong Kong
$44K +$44K +2,457 New
LTFS
213
Ladenburg Thalmann Financial Services
Florida
$43K +$18K +1,000 +72%
IA
214
IFP Advisors
Florida
$37K -$888 -50 -2%
ANBT
215
American National Bank & Trust
Texas
$33K
WAM
216
Wealthspire Advisors (Maryland)
Maryland
$29K -$6.2K -345 -18%
FIB
217
First Interstate Bank
Montana
$27K
Lazard Asset Management
218
Lazard Asset Management
New York
$22K +$22K +1,241 New
GWM
219
Geneos Wealth Management
Colorado
$19K +$7.3K +418 +62%
OIA
220
OneDigital Investment Advisors
Kansas
$16K
AG
221
Advisor Group
Arizona
$14K
SEI Investments
222
SEI Investments
Pennsylvania
$13K +$9.67K +567 +291%
QCG
223
Quadrant Capital Group
Ohio
$9K -$29.2K -1,654 -76%
ARMC
224
American Research & Management Company
Massachusetts
$9K
WCBA
225
Weaver C. Barksdale & Associates
Tennessee
$8K