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SM Energy
SM

Overview Fund Activity

252 hedge funds and large institutions have $2.43B invested in SM Energy in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 89 increasing their positions, 80 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-6
Holders Change %
-2.33%
% of All Funds
5.78%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
42
Increased
89
Reduced
80
Closed
46
Calls
$20.4M
Puts
$23M
Net Calls
-$2.61M
Net Calls Change
-$9.14M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$40.8M
2
Citadel Advisors
Citadel Advisors
Florida
+$34.9M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$27.1M
4
WC
Wexford Capital
Florida
+$20.7M
5
KL
KGH Ltd
Bahamas
+$11.8M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$28.8M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$21.9M
3
CG
Carmignac Gestion
France
-$21.5M
4
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
-$19M
5
PC
Precocity Capital
Connecticut
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
201
Lee Financial
Texas
$144K – – –
PCM
202
Prelude Capital Management
New York
$144K +$47.2K +2,624 +49%
MCIM
203
Meadow Creek Investment Management
Georgia
$128K +$10.4K +576 +9%
AAMU
204
Amundi Asset Management US
Massachusetts
$124K +$14.6K +808 +13%
BC
205
Bartlett & Co
Ohio
$122K – – –
BCWM
206
Bartlett & Co Wealth Management
Ohio
$122K +$122K +6,760 New
TRCT
207
Tower Research Capital (TRC)
New York
$106K -$16.1K -892 -13%
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$101K – – –
LIA
209
LS Investment Advisors
Michigan
$96K -$800K -44,217 -89%
CCMW
210
Cypress Capital Management (Wyoming)
Wyoming
$96K -$325K -17,960 -77%
Russell Investments Group
211
Russell Investments Group
United Kingdom
$89K -$83.5K -4,798 -48%
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$86K -$655 -36 -0.8%
OMCS
213
Old Mutual Customised Solutions
South Africa
$83K – – –
PHK
214
Point72 Hong Kong
Hong Kong
$74K +$69.5K +3,873 +1,531%
UBS Group
215
UBS Group
Switzerland
$73K -$3.8K -212 -5%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$51K – – –
AG
217
Advisor Group
Arizona
$42K +$2.5K +137 +6%
LTFS
218
Ladenburg Thalmann Financial Services
Florida
$36K -$8.49K -461 -19%
ANBT
219
American National Bank & Trust
Texas
$34K – – –
WAM
220
Wealthspire Advisors (Maryland)
Maryland
$33K -$988 -54 -3%
IA
221
IFP Advisors
Florida
$22K – – –
ASN
222
Advisory Services Network
Georgia
$22K +$7.38K +400 +50%
SEI Investments
223
SEI Investments
Pennsylvania
$17K -$6.44K -337 -27%
OIA
224
OneDigital Investment Advisors
Kansas
$16K – – –
PCG
225
Private Capital Group
Connecticut
$13K +$13K +717 New
7 8
9
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