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SM Energy

230 hedge funds and large institutions have $1.46B invested in SM Energy in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 77 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-21
Holders Change %
-8.37%
% of All Funds
5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
27
Increased
88
Reduced
77
Closed
44
Calls
$6.76M
Puts
$10.8M
Net Calls
-$3.99M
Net Calls Change
+$8.72M
Name Holding Trade Value Shares
Change
Shares
Change %
LIA
201
LS Investment Advisors
Michigan
$64K -$4.25K -340 -6%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$57K -$20.5K -1,627 -26%
WAM
203
Wolverine Asset Management
Illinois
$41K +$41K +3,300 New
LTFS
204
Ladenburg Thalmann Financial Services
Florida
$26K -$943 -52 -4%
AG
205
Advisor Group
Arizona
$26K +$4.89K +392 +23%
PCG
206
Private Capital Group
Connecticut
$24K -$41.9K -1,613 -64%
OIA
207
OneDigital Investment Advisors
Kansas
$11K
PCP
208
Proficio Capital Partners
Massachusetts
$9K +$8.13K +629 +939%
CFB
209
Cullen/Frost Bankers
Texas
$6K
ARMC
210
American Research & Management Company
Massachusetts
$6K
GWM
211
Geneos Wealth Management
Colorado
$5K
Fidelity Investments
212
Fidelity Investments
Massachusetts
$3K -$24.1M -1,492,960 -100%
Bessemer Group
213
Bessemer Group
New Jersey
$3K
BCA
214
Berman Capital Advisors
Georgia
$2K -$195 -21 -9%
CAW
215
Cornerstone Advisors (Washington)
Washington
$2K +$2K +136 New
RCAG
216
Rehmann Capital Advisory Group
Michigan
$1.08K +$376 +30 +54%
PA
217
Parallel Advisors
California
$1K -$3.47K -281 -78%
EARNEST Partners
218
EARNEST Partners
Georgia
$1K
EFSCE
219
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
BWM
220
Baystate Wealth Management
Massachusetts
$1K
SFG
221
SevenBridge Financial Group
Pennsylvania
$1K
AssetMark Inc
222
AssetMark Inc
California
$1K +$377 +20 +61%
HGWM
223
Harvest Group Wealth Management
Massachusetts
$1K +$429 +48 +75%
PO
224
Private Ocean
California
$1K +$1K +113 New
FTCM
225
Fir Tree Capital Management
New York
-$9.64M -550,880 Closed