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SM Energy
SM

Overview Fund Activity

241 hedge funds and large institutions have $2.1B invested in SM Energy in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 66 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-15
Holders Change %
-5.86%
% of All Funds
6.02%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
25
Increased
98
Reduced
66
Closed
37
Calls
$33.4M
Puts
$72.1M
Net Calls
-$38.7M
Net Calls Change
-$49.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$38M
2
Citadel Advisors
Citadel Advisors
Florida
+$35.4M
3
ECA
Encompass Capital Advisors
New York
+$28.9M
4
FTCM
Fir Tree Capital Management
New York
+$23.9M
5
Goldman Sachs
Goldman Sachs
New York
+$23.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$19.7M
2
CCM
Causeway Capital Management
California
-$15.2M
3
Renaissance Technologies
Renaissance Technologies
New York
-$10.5M
4
NAMA
Nikko Asset Management Americas
New York
-$7.92M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$7.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital Research Global Investors
1
Capital Research Global Investors
California
$161M +$38M +2,142,235 +31%
Vanguard Group
2
Vanguard Group
Pennsylvania
$159M +$3.68M +207,227 +2%
CCM
3
Causeway Capital Management
California
$157M -$15.2M -854,520 -9%
BlackRock
4
BlackRock
New York
$155M +$8.47M +477,420 +6%
Millennium Management
5
Millennium Management
New York
$104M +$14.9M +838,012 +17%
State Street
6
State Street
Massachusetts
$97.6M +$5.39M +303,661 +6%
KL
7
KGH Ltd
Bahamas
$86.9M -$7.23M -407,438 -8%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$84.2M +$9.51M +536,076 +13%
FTCM
9
Fir Tree Capital Management
New York
$83.4M +$23.9M +1,348,682 +40%
AllianceBernstein
10
AllianceBernstein
Tennessee
$77.3M -$2.51M -141,699 -3%
Macquarie Group
11
Macquarie Group
Australia
$55.6M +$6.18M +348,450 +13%
FCM
12
Frontier Capital Management
Massachusetts
$48.7M +$13.7M +773,741 +39%
Citadel Advisors
13
Citadel Advisors
Florida
$46.4M +$35.4M +1,995,314 +323%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$45.9M -$19.7M -1,112,300 -30%
Goldman Sachs
15
Goldman Sachs
New York
$36.8M +$23.2M +1,308,767 +170%
FPA
16
First Pacific Advisors
California
$33.4M +$2.76M +155,720 +9%
ECA
17
Encompass Capital Advisors
New York
$28.9M +$28.9M +1,628,756 New
OAMA
18
Oslo Asset Management AS
Norway
$25.9M +$9.83M +554,359 +61%
SFM
19
Systematic Financial Management
New Jersey
$24.5M -$2.33M -131,445 -9%
Deutsche Bank
20
Deutsche Bank
Germany
$24.1M +$5.57M +313,721 +30%
Bank of America
21
Bank of America
North Carolina
$23.7M +$2.85M +160,696 +14%
AQR Capital Management
22
AQR Capital Management
Connecticut
$22.7M +$9.83M +554,092 +76%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$22.3M +$1.95M +109,660 +10%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$21.4M +$1.32M +74,609 +7%
Morgan Stanley
25
Morgan Stanley
New York
$20.4M +$1.65M +92,877 +9%
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