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SM Energy

267 hedge funds and large institutions have $3.36B invested in SM Energy in 2018 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 85 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+15
Holders Change %
+5.95%
% of All Funds
6.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
42
Increased
85
Reduced
87
Closed
25
Calls
$32.7M
Puts
$68.9M
Net Calls
-$36.2M
Net Calls Change
-$33.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$276M +$35.8M +1,392,506 +15%
BlackRock
2
BlackRock
New York
$232M +$3.35M +130,241 +1%
Capital Research Global Investors
3
Capital Research Global Investors
California
$230M
EECFI
4
EnCap Energy Capital Fund IX
Texas
$210M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$193M +$11.5M +447,610 +6%
CCM
6
Causeway Capital Management
California
$161M -$67.4M -2,624,291 -30%
Millennium Management
7
Millennium Management
New York
$142M -$92.5M -3,602,198 -40%
State Street
8
State Street
Massachusetts
$135M +$4.04M +157,352 +3%
KL
9
KGH Ltd
Bahamas
$127M -$3.71M -144,310 -3%
AllianceBernstein
10
AllianceBernstein
Tennessee
$120M +$6.67M +259,684 +6%
FTCM
11
Fir Tree Capital Management
New York
$114M +$11.3M +440,363 +11%
Bank of America
12
Bank of America
North Carolina
$89.2M +$60.4M +2,349,442 +209%
Macquarie Group
13
Macquarie Group
Australia
$85M -$450K -17,507 -0.5%
FCM
14
Frontier Capital Management
Massachusetts
$74M +$9.84M +382,935 +15%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$58.8M -$4.03K -157 -0%
FPA
16
First Pacific Advisors
California
$52M -$9.56M -372,098 -16%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$47.2M +$2.22M +86,520 +5%
OAMA
18
Oslo Asset Management AS
Norway
$45.6M -$2.6M -101,400 -5%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$39.9M -$2.4M -93,303 -6%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$37.7M -$4.17M -162,426 -10%
Goldman Sachs
21
Goldman Sachs
New York
$37.4M -$6.72M -261,552 -15%
AIM
22
Assured Investment Management
New York
$32.5M +$25.7M +1,000,107 +376%
AR
23
Advisory Research
Illinois
$32.4M +$13.4M +521,400 +70%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$31.2M +$27.2M +1,060,366 +691%
Norges Bank
25
Norges Bank
Norway
$30.3M +$16.6M +646,777 +121%