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SM Energy
SM

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.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

36% more capital invested

Capital invested by funds: $2.1B → $2.85B (+$754M)

24% more call options, than puts

Call options by funds: $33.6M | Put options by funds: $27M

9.92% more ownership

Funds ownership: 105.76% → 115.68% (+9.9%)

7% more funds holding

Funds holding: 241 → 258 (+17)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

3% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 88

Holders
258
Holders Change
+17
Holders Change %
+7.05%
% of All Funds
5.85%
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

Rank Fund Capital Flow
1
EECFI
EnCap Energy Capital Fund IX
Texas
+$165M
2
CG
Carmignac Gestion
France
+$119M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$36.7M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$20M
5
Millennium Management
Millennium Management
New York
+$20M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$48.9M
2
ECA
Encompass Capital Advisors
New York
-$28.9M
3
Deutsche Bank
Deutsche Bank
Germany
-$20.9M
4
FTCM
Fir Tree Capital Management
New York
-$14M
5
Morgan Stanley
Morgan Stanley
New York
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$202M +$2.91M +144,083 +2%
BlackRock
2
BlackRock
New York
$192M -$75.5K -3,741 -0%
Capital Research Global Investors
3
Capital Research Global Investors
California
$191M -$8.11M -401,810 -4%
CCM
4
Causeway Capital Management
California
$191M -$4.69M -232,349 -3%
EECFI
5
EnCap Energy Capital Fund IX
Texas
$181M +$165M +8,187,510 New
Millennium Management
6
Millennium Management
New York
$151M +$20M +988,583 +17%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$145M +$36.7M +1,818,404 +38%
CG
8
Carmignac Gestion
France
$131M +$119M +5,915,504 New
State Street
9
State Street
Massachusetts
$115M -$6.2M -307,190 -6%
AllianceBernstein
10
AllianceBernstein
Tennessee
$102M +$5.08M +251,867 +6%
KL
11
KGH Ltd
Bahamas
$98M -$9.29M -460,506 -9%
FTCM
12
Fir Tree Capital Management
New York
$88.4M -$14M -694,841 -15%
Macquarie Group
13
Macquarie Group
Australia
$72.5M +$3.02M +149,540 +5%
FCM
14
Frontier Capital Management
Massachusetts
$59.9M -$636K -31,522 -1%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$50.6M -$5.92M -293,362 -11%
AQR Capital Management
16
AQR Capital Management
Connecticut
$45M +$15.3M +758,369 +59%
FPA
17
First Pacific Advisors
California
$39.5M -$1.81M -89,493 -5%
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$37M +$19.8M +979,685 +141%
Goldman Sachs
19
Goldman Sachs
New York
$35.5M -$9.48M -469,780 -23%
OAMA
20
Oslo Asset Management AS
Norway
$32.3M – – –
SFM
21
Systematic Financial Management
New Jersey
$29.3M -$1.11M -55,179 -4%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$27.8M +$104K +5,140 +0.4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$27.7M +$974K +48,253 +4%
Bank of America
24
Bank of America
North Carolina
$26.6M -$2.67M -132,470 -10%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$21.9M +$20M +992,126 New
1
2 3 4 5

SM Hedge Fund Activity: Q4 2017 in Review

258 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q4 2017, worth a combined $2.85B — up 36% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SM positions and 22 closed out — a net gain of 20 holders — while 85 added to existing stakes and 88 trimmed.

The largest buyer was EnCap Energy Capital Fund IX, opening a new position worth an estimated $165M. The largest seller was Citadel Advisors, cutting an estimated $48.9M.

  • 258 institutional investors held SM Energy (SM) as of Q4 2017, up from 241 in Q3 2017.
  • Funds reported $2.85B of SM Energy stock for Q4 2017, up 36% quarter-over-quarter.
  • 42 funds opened new SM Energy positions in Q4 2017 and 22 closed out, a net change of +20 holders.
  • The largest SM Energy buyer in Q4 2017 was EnCap Energy Capital Fund IX, an estimated $165M added.
  • The largest SM Energy seller in Q4 2017 was Citadel Advisors, an estimated $48.9M sold.

Based on aggregated 13F filings for Q4 2017.