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SM Energy
SM

Overview Fund Activity

258 hedge funds and large institutions have $2.85B invested in SM Energy in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 85 increasing their positions, 88 reducing their positions, and 22 closing their positions.

Holders
258
Holders Change
+17
Holders Change %
+7.05%
% of All Funds
5.86%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
42
Increased
85
Reduced
88
Closed
22
Calls
$33.6M
Puts
$27M
Net Calls
+$6.53M
Net Calls Change
+$45.2M

Top Buyers

1
EECFI
1
EnCap Energy Capital Fund IX
Texas
$181M
2
CG
2
Carmignac Gestion
France
$131M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$145M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$21.9M
5
Millennium Management
5
Millennium Management
New York
$151M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.21M
2
ECA
2
Encompass Capital Advisors
New York
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$7.15M
4
FTCM
4
Fir Tree Capital Management
New York
$88.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$202M 9,132,555 +144,083 +2%
BlackRock
2
BlackRock
New York
$192M 8,712,853 -3,741 -0%
Capital Research Global Investors
3
Capital Research Global Investors
California
$191M 8,668,331 -401,810 -4%
CCM
4
Causeway Capital Management
California
$191M 8,634,955 -232,349 -3%
EECFI
5
EnCap Energy Capital Fund IX
Texas
$181M 8,187,510 +8,187,510 New
Millennium Management
6
Millennium Management
New York
$151M 6,853,962 +988,583 +17%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$145M 6,565,748 +1,818,404 +38%
CG
8
Carmignac Gestion
France
$131M 5,915,504 +5,915,504 New
State Street
9
State Street
Massachusetts
$115M 5,191,811 -307,190 -6%
AllianceBernstein
10
AllianceBernstein
Tennessee
$102M 4,608,015 +251,867 +6%
KL
11
KGH Ltd
Bahamas
$98M 4,437,624 -460,506 -9%
FTCM
12
Fir Tree Capital Management
New York
$88.4M 4,004,559 -694,841 -15%
Macquarie Group
13
Macquarie Group
Australia
$72.5M 3,282,494 +149,540 +5%
FCM
14
Frontier Capital Management
Massachusetts
$59.9M 2,715,094 -31,522 -1%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$50.6M 2,291,986 -293,362 -11%
AQR Capital Management
16
AQR Capital Management
Connecticut
$45M 2,039,215 +758,369 +59%
FPA
17
First Pacific Advisors
California
$39.5M 1,790,607 -89,493 -5%
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$37M 1,674,685 +979,685 +141%
Goldman Sachs
19
Goldman Sachs
New York
$35.5M 1,607,214 -469,780 -23%
OAMA
20
Oslo Asset Management AS
Norway
$32.3M 1,461,359 – –
SFM
21
Systematic Financial Management
New Jersey
$29.3M 1,327,668 -55,179 -4%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$27.8M 1,260,358 +5,140 +0.4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$27.7M 1,253,434 +48,253 +4%
Bank of America
24
Bank of America
North Carolina
$26.6M 1,204,579 -132,470 -10%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$21.9M 992,126 +992,126 New
1
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