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SM Energy
SM

Overview Fund Activity

274 hedge funds and large institutions have $3.82B invested in SM Energy in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 83 increasing their positions, 109 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+7
Holders Change %
+2.62%
% of All Funds
6.27%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
42
Increased
83
Reduced
109
Closed
32
Calls
$42M
Puts
$48.7M
Net Calls
-$6.65M
Net Calls Change
+$29.5M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$129M
2
BCM
Brenham Capital Management
Texas
+$88M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$24.4M
4
Millennium Management
Millennium Management
New York
+$23.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$21.2M

Top Sellers

1
CCM
Causeway Capital Management
California
-$201M
2
FTCM
Fir Tree Capital Management
New York
-$123M
3
KL
KGH Ltd
Bahamas
-$45.2M
4
EECFI
EnCap Energy Capital Fund IX
Texas
-$34.7M
5
FPA
First Pacific Advisors
California
-$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOADOR
201
State of Alaska Department of Revenue
Alaska
$364K -$19.7K -624 -5%
PCM
202
Perkins Capital Management
Minnesota
$363K -$7.89K -250 -2%
PAM
203
Panagora Asset Management
Massachusetts
$362K – – –
AIA
204
Avalon Investment & Advisory
Texas
$355K -$137K -4,357 -28%
TYCC
205
Texas Yale Capital Corp
Florida
$352K – – –
CL
206
CPWM LLC
Washington
$337K – – –
OI
207
Oakbrook Investments
Illinois
$337K +$337K +10,700 New
SSA
208
Schonfeld Strategic Advisors
New York
$325K +$325K +10,300 New
GC
209
Guggenheim Capital
Illinois
$315K -$96.1K -3,044 -23%
SO
210
STRS Ohio
Ohio
$315K -$66.9K -2,126 -18%
HHAA
211
Henry H. Armstrong Associates
Pennsylvania
$315K – – –
CGH
212
Crossmark Global Holdings
Texas
$313K -$5.04K -160 -2%
ACM
213
Alpha Capital Management
Texas
$300K – – –
Wolverine Trading
214
Wolverine Trading
Illinois
$281K -$138K -4,379 -33%
ECM
215
Element Capital Management
New York
$265K -$16.4K -519 -6%
CAM
216
Cypress Asset Management
Texas
$262K -$4.82K -153 -2%
IA
217
Icon Advisers
Colorado
$259K – – –
PHK
218
Point72 Hong Kong
Hong Kong
$258K +$250K +7,938 +3,227%
LF
219
Lee Financial
Texas
$252K – – –
Citigroup
220
Citigroup
New York
$249K +$82.4K +2,617 +49%
NIT
221
NumerixS Investment Technologies
British Columbia, Canada
$241K +$241K +7,600 New
SAM
222
Silphium Asset Management
United Kingdom
$239K +$239K +7,576 New
BRWM
223
B. Riley Wealth Management
Tennessee
$237K +$237K +7,514 New
BCM
224
Bayesian Capital Management
New York
$234K +$234K +7,423 New
LPL Financial
225
LPL Financial
California
$232K +$232K +7,356 New
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