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SM Energy
SM

Overview Fund Activity

304 hedge funds and large institutions have $3.45B invested in SM Energy in 2016 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 129 increasing their positions, 66 reducing their positions, and 31 closing their positions.

Holders
304
Holders Change
+38
Holders Change %
+14.29%
% of All Funds
7.61%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.18%
New
71
Increased
129
Reduced
66
Closed
31
Calls
$59.2M
Puts
$97.9M
Net Calls
-$38.7M
Net Calls Change
+$1.49M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$81.8M
2
Millennium Management
2
Millennium Management
New York
$93.9M
3
SFM
3
Systematic Financial Management
New Jersey
$39.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$260M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$44.2M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$11.2M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$22.4M
5
AR
5
Advisory Research
Illinois
$12.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$386M 11,207,467 -264,300 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$260M 7,553,182 +1,125,940 +18%
Capital Research Global Investors
3
Capital Research Global Investors
California
$250M 7,245,940 – –
BFA
4
BlackRock Fund Advisors
California
$137M 3,968,579 +678,569 +21%
State Street
5
State Street
Massachusetts
$132M 3,814,969 +189,353 +5%
BIT
6
BlackRock Institutional Trust
California
$117M 3,383,059 +356,947 +12%
VanEck Associates
7
VanEck Associates
New York
$112M 3,257,509 +71,076 +2%
AllianceBernstein
8
AllianceBernstein
Tennessee
$103M 2,999,413 +592,922 +25%
Millennium Management
9
Millennium Management
New York
$93.9M 2,724,032 +1,424,882 +110%
KL
10
KGH Ltd
Bahamas
$86.3M 2,502,637 -85,818 -3%
CCM
11
Causeway Capital Management
California
$83.5M 2,093,434 -178,769 -8%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$81.8M 2,373,493 +2,319,712 +4,313%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$74.1M 2,147,569 +91,109 +4%
Goldman Sachs
14
Goldman Sachs
New York
$69.7M 2,021,640 +1,089,751 +117%
Macquarie Group
15
Macquarie Group
Australia
$57.4M 1,664,697 +72,503 +5%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$56.7M 1,643,945 +69,690 +4%
Ameriprise
17
Ameriprise
Minnesota
$49.3M 1,430,987 +296,779 +26%
Point72 Asset Management
18
Point72 Asset Management
Connecticut
$44.2M 1,281,340 +1,092,829 +580%
DCM
19
Discovery Capital Management
Connecticut
$42.6M 1,236,250 +469,913 +61%
SFM
20
Systematic Financial Management
New Jersey
$39.4M 1,141,952 +1,141,952 New
Allianz Asset Management
21
Allianz Asset Management
Germany
$38.9M 1,127,786 +148,168 +15%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$37.3M 1,080,781 +71,614 +7%
KCM
23
Kennedy Capital Management
Missouri
$37.3M 1,080,362 +859,648 +389%
Northern Trust
24
Northern Trust
Illinois
$35.7M 1,036,569 +118,803 +13%
Norges Bank
25
Norges Bank
Norway
$33.8M 979,149 +142,489 +17%
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