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SM Energy

265 hedge funds and large institutions have $2.64B invested in SM Energy in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 72 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
-39
Holders Change %
-12.83%
% of All Funds
6.61%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
37
Increased
118
Reduced
72
Closed
66
Calls
$62.4M
Puts
$38M
Net Calls
+$24.5M
Net Calls Change
+$63.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$211M +$29.5M +1,226,564 +16%
BlackRock
2
BlackRock
New York
$207M +$204M +8,478,014 +6,697%
CCM
3
Causeway Capital Management
California
$190M +$132M +4,816,230 +230%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$172M -$97.6M -4,061,485 -36%
Capital Research Global Investors
5
Capital Research Global Investors
California
$166M -$7.74M -322,175 -4%
Millennium Management
6
Millennium Management
New York
$129M +$63.8M +2,657,771 +98%
State Street
7
State Street
Massachusetts
$106M +$14.4M +600,265 +16%
AllianceBernstein
8
AllianceBernstein
Tennessee
$95.9M +$23.9M +994,186 +33%
KL
9
KGH Ltd
Bahamas
$90.5M +$30.4M +1,263,976 +51%
RO
10
Reservoir Operations
New York
$80.4M +$80.4M +3,346,487 New
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$62.8M +$5.78M +240,791 +10%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$60.6M +$9.02M +375,453 +17%
Alyeska Investment Group
13
Alyeska Investment Group
Illinois
$59.3M +$59.3M +2,467,692 New
Goldman Sachs
14
Goldman Sachs
New York
$56.2M +$7.68M +319,741 +16%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$54.6M +$49.3M +2,051,430 +918%
Macquarie Group
16
Macquarie Group
Australia
$53.8M +$13.8M +573,846 +34%
FCM
17
Frontier Capital Management
Massachusetts
$40M +$21M +873,223 +110%
Citadel Advisors
18
Citadel Advisors
Florida
$32.7M +$17.1M +711,893 +110%
SFM
19
Systematic Financial Management
New Jersey
$31.4M +$3.94M +164,226 +14%
DIA
20
Denver Investment Advisors
Colorado
$30.2M +$13.6M +564,809 +82%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$26.9M +$935K +38,920 +4%
KCM
22
Kennedy Capital Management
Missouri
$25.8M -$105K -4,379 -0.4%
Bank of America
23
Bank of America
North Carolina
$24.3M +$6.13M +255,139 +34%
Northern Trust
24
Northern Trust
Illinois
$23.4M -$1.46M -60,764 -6%
FPA
25
First Pacific Advisors
California
$22M +$8.32M +346,580 +61%