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SM Energy

219 hedge funds and large institutions have $1.26B invested in SM Energy in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 73 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+5
Holders Change %
+2.34%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
39
Increased
73
Reduced
77
Closed
28
Calls
$7.07M
Puts
$13.4M
Net Calls
-$6.37M
Net Calls Change
+$2.46M
Name Holding Trade Value Shares
Change
Shares
Change %
S
201
SignatureFD
Georgia
$5K +$3.41K +327 +214%
TFO
202
Tarbox Family Office
California
$3K -$1.14K -95 -27%
AG
203
Advisor Group
Arizona
$3K -$565 -61 -16%
GWM
204
Geneos Wealth Management
Colorado
$3K
MAM
205
Meeder Asset Management
Ohio
$2K -$9.09K -659 -82%
Fidelity Investments
206
Fidelity Investments
Massachusetts
$2K +$422 +31 +27%
OPS
207
Orion Portfolio Solutions
Nebraska
$2K +$2K +145 New
PHK
208
Point72 Hong Kong
Hong Kong
$1K -$62.8K -4,148 -98%
VCM
209
Versant Capital Management
Arizona
$1K -$14.6K -2,325 -94%
PFBT
210
Parkside Financial Bank & Trust
Missouri
$1K -$1.2K -103 -54%
HGWM
211
Harvest Group Wealth Management
Massachusetts
$1K -$311 -55 -24%
EARNEST Partners
212
EARNEST Partners
Georgia
$1K
BCA
213
Berman Capital Advisors
Georgia
$1K +$144 +19 +17%
PCG
214
Private Capital Group
Connecticut
$1K +$500 +76 +100%
KL
215
KGH Ltd
Bahamas
-$19.7M -2,030,063 Closed
Renaissance Technologies
216
Renaissance Technologies
New York
-$9.01M -929,400 Closed
Alyeska Investment Group
217
Alyeska Investment Group
Illinois
-$8.21M -846,826 Closed
SCM
218
SIR Capital Management
New York
-$6.91M -713,450 Closed
Connor, Clark & Lunn Investment Management (CC&L)
219
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$3.25M -335,510 Closed
RCMNY
220
Rubric Capital Management (New York)
New York
-$2.33M -240,000 Closed
EGM
221
Engineers Gate Manager
New York
-$914K -94,372 Closed
ANTB
222
AMG National Trust Bank
Colorado
-$860K -88,754 Closed
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$725K -74,860 Closed
EW
224
Evoke Wealth
California
-$712K -73,500 Closed
SFM
225
Systematic Financial Management
New Jersey
-$521K -53,755 Closed