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SM Energy

239 hedge funds and large institutions have $1.91B invested in SM Energy in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 89 increasing their positions, 76 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-35
Holders Change %
-12.77%
% of All Funds
5.33%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
36
Increased
89
Reduced
76
Closed
71
Calls
$32.1M
Puts
$11M
Net Calls
+$21M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$172M -$844K -54,521 -0.5%
BlackRock
2
BlackRock
New York
$145M +$3.83M +247,649 +3%
Capital Research Global Investors
3
Capital Research Global Investors
California
$135M +$5.71K +369 +0%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$135M +$9.77M +631,315 +8%
Millennium Management
5
Millennium Management
New York
$133M +$36.3M +2,348,170 +37%
EECFI
6
EnCap Energy Capital Fund IX
Texas
$92.4M -$17.3M -1,115,900 -16%
KL
7
KGH Ltd
Bahamas
$91.4M +$37M +2,390,814 +68%
State Street
8
State Street
Massachusetts
$89.1M +$11.4M +734,944 +15%
AllianceBernstein
9
AllianceBernstein
Tennessee
$70.8M +$10M +647,954 +17%
Macquarie Group
10
Macquarie Group
Australia
$51.4M +$1.06M +68,645 +2%
FCM
11
Frontier Capital Management
Massachusetts
$45.8M -$987K -63,775 -2%
OAMA
12
Oslo Asset Management AS
Norway
$37.3M +$15.9M +1,025,180 +74%
Goldman Sachs
13
Goldman Sachs
New York
$35.7M +$19.1M +1,232,574 +115%
AQR Capital Management
14
AQR Capital Management
Connecticut
$33.7M +$19.7M +1,273,151 +141%
Renaissance Technologies
15
Renaissance Technologies
New York
$29.5M +$29.5M +1,908,300 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$29M +$438K +28,283 +2%
AR
17
Advisory Research
Illinois
$25.1M +$6.12M +395,420 +32%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$24.8M -$3.67M -236,991 -13%
Deutsche Bank
19
Deutsche Bank
Germany
$24.4M +$21.5M +1,388,068 +731%
Norges Bank
20
Norges Bank
Norway
$21.6M +$3.28M +211,943 +18%
Citadel Advisors
21
Citadel Advisors
Florida
$20.6M -$45.2M -2,917,298 -69%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$20M +$827K +53,454 +4%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$19.9M +$9.38M +605,792 +89%
Ameriprise
24
Ameriprise
Minnesota
$16.7M -$2.27M -146,526 -12%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$15.9M +$844K +54,539 +6%