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SM Energy

256 hedge funds and large institutions have $1.8B invested in SM Energy in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 119 increasing their positions, 66 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
-9
Holders Change %
-3.4%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
34
Increased
119
Reduced
66
Closed
42
Calls
$36.8M
Puts
$26M
Net Calls
+$10.9M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
1
Causeway Capital Management
California
$161M +$46.5M +2,812,160 +41%
Vanguard Group
2
Vanguard Group
Pennsylvania
$145M +$24.8K +1,499 +0%
BlackRock
3
BlackRock
New York
$136M -$6.04M -365,430 -4%
Capital Research Global Investors
4
Capital Research Global Investors
California
$115M +$68.5K +4,141 +0.1%
KL
5
KGH Ltd
Bahamas
$87.7M +$25.4M +1,538,955 +41%
State Street
6
State Street
Massachusetts
$85.9M +$12.9M +780,106 +18%
Millennium Management
7
Millennium Management
New York
$83.1M -$5.86M -354,436 -7%
AllianceBernstein
8
AllianceBernstein
Tennessee
$74.3M +$8.34M +504,248 +13%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$69.6M +$27.9M +1,688,246 +67%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$61.1M -$57M -3,448,334 -48%
FTCM
11
Fir Tree Capital Management
New York
$55.4M +$55.4M +3,350,718 New
Macquarie Group
12
Macquarie Group
Australia
$46M +$9.02M +545,961 +24%
FCM
13
Frontier Capital Management
Massachusetts
$32.6M +$5.08M +307,359 +18%
FPA
14
First Pacific Advisors
California
$28.5M +$13.4M +809,127 +88%
SFM
15
Systematic Financial Management
New Jersey
$25M +$3.44M +208,114 +16%
Bank of America
16
Bank of America
North Carolina
$19.4M +$2.76M +166,779 +17%
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$18.9M +$4.22M +255,017 +29%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$18.7M +$180K +10,871 +1%
DIA
19
Denver Investment Advisors
Colorado
$17.9M -$2.89M -174,974 -14%
Morgan Stanley
20
Morgan Stanley
New York
$17.4M +$10.8M +652,662 +162%
Deutsche Bank
21
Deutsche Bank
Germany
$17.3M +$8.4M +508,333 +95%
Northern Trust
22
Northern Trust
Illinois
$16.6M +$474K +28,696 +3%
Ameriprise
23
Ameriprise
Minnesota
$16M +$2.51M +151,906 +19%
KCM
24
Kennedy Capital Management
Missouri
$15.6M -$2.22M -134,061 -12%
OAMA
25
Oslo Asset Management AS
Norway
$15M +$4.76M +288,200 +47%