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SM Energy

239 hedge funds and large institutions have $1.91B invested in SM Energy in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 89 increasing their positions, 76 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-35
Holders Change %
-12.77%
% of All Funds
5.33%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
36
Increased
89
Reduced
76
Closed
71
Calls
$32.1M
Puts
$11M
Net Calls
+$21M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SP
201
Symmetry Partners
Connecticut
$72K +$72K +4,658 New
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$44K
AG
203
Advisor Group
Arizona
$39K +$15.5K +998 +66%
BNP Paribas Financial Markets
204
BNP Paribas Financial Markets
France
$29.7K -$1.77M -114,167 -98%
WAM
205
Wealthspire Advisors (Maryland)
Maryland
$25K +$1.27K +83 +5%
CM
206
CoreCommodity Management
Connecticut
$19K
PCG
207
Private Capital Group
Connecticut
$18K +$2.79K +184 +18%
FANJ
208
Financial Architects (New Jersey)
New Jersey
$17K +$17K +1,100 New
MAM
209
Meeder Asset Management
Ohio
$15K -$392K -25,239 -96%
OIA
210
OneDigital Investment Advisors
Kansas
$14K +$14K +900 New
JA
211
JOYN Advisors
Georgia
$13K +$6.64K +413 +104%
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$10K
Simplex Trading
213
Simplex Trading
Illinois
$9K -$188K -13,275 -95%
ARMC
214
American Research & Management Company
Massachusetts
$8K
PHK
215
Point72 Hong Kong
Hong Kong
$7K -$128K -7,761 -95%
MFW
216
Mosaic Family Wealth
Missouri
$7K
GWM
217
Geneos Wealth Management
Colorado
$6K +$1.43K +105 +31%
PA
218
Parallel Advisors
California
$5K +$2.62K +190 +110%
IA
219
IFP Advisors
Florida
$3K -$63.1K -4,144 -95%
FC
220
Ferris Capital
Massachusetts
$3K
BFEC
221
Benjamin F. Edwards & Company
Missouri
$3K +$3K +200 New
LTFS
222
Ladenburg Thalmann Financial Services
Florida
$2K +$1.14K +52 +133%
VFA
223
Valeo Financial Advisors
Indiana
$1K
AssetMark Inc
224
AssetMark Inc
California
$1K
SFG
225
SevenBridge Financial Group
Pennsylvania
$1K