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SM Energy

219 hedge funds and large institutions have $1.26B invested in SM Energy in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 73 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+5
Holders Change %
+2.34%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
39
Increased
73
Reduced
77
Closed
28
Calls
$7.07M
Puts
$13.4M
Net Calls
-$6.37M
Net Calls Change
+$2.46M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$190M +$4.18M +371,501 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$134M +$604K +53,696 +0.5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$106M +$479K +42,605 +0.5%
State Street
4
State Street
Massachusetts
$89.7M +$16.5M +1,468,262 +23%
Capital Research Global Investors
5
Capital Research Global Investors
California
$75.7M -$4.16M -370,192 -5%
EECFI
6
EnCap Energy Capital Fund IX
Texas
$67.1M
Macquarie Group
7
Macquarie Group
Australia
$41M -$844K -75,100 -2%
Citadel Advisors
8
Citadel Advisors
Florida
$36.2M -$8.54M -759,489 -19%
ECA
9
Encompass Capital Advisors
New York
$31.2M +$31.2M +2,779,666 New
FCM
10
Frontier Capital Management
Massachusetts
$23.8M -$384K -34,195 -2%
Ameriprise
11
Ameriprise
Minnesota
$22.9M +$4.2M +373,434 +22%
Prudential Financial
12
Prudential Financial
New Jersey
$22.5M +$20.6M +1,833,680 +1,103%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$21.5M +$11M +977,977 +105%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$21M +$2.57M +228,705 +14%
AR
15
Advisory Research
Illinois
$20.7M +$3.44M +305,724 +20%
Northern Trust
16
Northern Trust
Illinois
$17.1M -$190K -16,935 -1%
PCM
17
Palisade Capital Management
New Jersey
$17.1M +$727K +64,721 +4%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$16.4M +$1.5M +133,671 +10%
Norges Bank
19
Norges Bank
Norway
$15.7M
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$14.7M -$537K -47,748 -4%
SCM
21
Schneider Capital Management
Pennsylvania
$10.7M +$3.05M +271,678 +40%
Principal Financial Group
22
Principal Financial Group
Iowa
$10.3M -$189K -16,848 -2%
Charles Schwab
23
Charles Schwab
California
$9.7M +$617K +54,882 +7%
CCP
24
Caymus Capital Partners
Texas
$9.34M +$9.34M +831,200 New
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$8.55M +$2.13M +189,197 +33%