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SM Energy
SM

Overview Fund Activity

252 hedge funds and large institutions have $2.43B invested in SM Energy in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 89 increasing their positions, 80 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-6
Holders Change %
-2.33%
% of All Funds
5.78%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
42
Increased
89
Reduced
80
Closed
46
Calls
$20.4M
Puts
$23M
Net Calls
-$2.61M
Net Calls Change
-$9.14M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$40.8M
2
Citadel Advisors
Citadel Advisors
Florida
+$34.9M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$27.1M
4
WC
Wexford Capital
Florida
+$20.7M
5
KL
KGH Ltd
Bahamas
+$11.8M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$28.8M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$21.9M
3
CG
Carmignac Gestion
France
-$21.5M
4
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
-$19M
5
PC
Precocity Capital
Connecticut
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$169M +$3.99M +221,493 +2%
Millennium Management
2
Millennium Management
New York
$164M +$40.8M +2,263,004 +33%
Capital Research Global Investors
3
Capital Research Global Investors
California
$162M +$5.46M +302,639 +3%
BlackRock
4
BlackRock
New York
$160M +$3.09M +171,358 +2%
CCM
5
Causeway Capital Management
California
$160M +$4.46M +247,376 +3%
EECFI
6
EnCap Energy Capital Fund IX
Texas
$148M – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$128M +$9.19M +509,983 +8%
State Street
8
State Street
Massachusetts
$92.2M -$1.4M -77,789 -1%
KL
9
KGH Ltd
Bahamas
$91.8M +$11.8M +653,106 +15%
CG
10
Carmignac Gestion
France
$85.2M -$21.5M -1,191,825 -20%
AllianceBernstein
11
AllianceBernstein
Tennessee
$79.6M -$3.46M -192,033 -4%
FTCM
12
Fir Tree Capital Management
New York
$72.2M – – –
Macquarie Group
13
Macquarie Group
Australia
$59.9M +$755K +41,854 +1%
FCM
14
Frontier Capital Management
Massachusetts
$45M -$3.95M -219,290 -8%
FPA
15
First Pacific Advisors
California
$43.2M +$10.9M +606,013 +34%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$41.3M -$46.6K -2,583 -0.1%
Citadel Advisors
17
Citadel Advisors
Florida
$38.4M +$34.9M +1,937,616 +1,016%
OAMA
18
Oslo Asset Management AS
Norway
$33.8M +$7.49M +415,400 +28%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$31.6M +$8.96M +496,720 +40%
Goldman Sachs
20
Goldman Sachs
New York
$31M +$2.02M +111,997 +7%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$29.7M +$6.99M +387,948 +31%
Mackenzie Financial
22
Mackenzie Financial
Ontario, Canada
$29.4M -$833K -46,219 -3%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$29.3M +$27.1M +1,500,700 +1,196%
SFM
24
Systematic Financial Management
New Jersey
$24M +$18.8K +1,041 +0.1%
WC
25
Wexford Capital
Florida
$20.7M +$20.7M +1,149,608 New
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