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.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
39% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 28
14% more capital invested
Capital invested by funds: $1.11B → $1.26B (+$153M)
2% more funds holding
Funds holding: 214 → 219 (+5)
5% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 77
1.98% less ownership
Funds ownership: 101.66% → 99.68% (-2%)
47% less call options, than puts
Call options by funds: $7.07M | Put options by funds: $13.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Encompass Capital Advisors
New York
|
+$25M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$16.5M |
| 3 |
State Street
Boston,
Massachusetts
|
+$13.2M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$8.81M |
| 5 |
CCP
Caymus Capital Partners
The Woodlands,
Texas
|
+$7.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$39.7M |
| 2 |
KL
KGH Ltd
Nassau,
Bahamas
|
-$19.7M |
| 3 |
OAMA
Oslo Asset Management AS
Oslo,
Norway
|
-$19.6M |
| 4 |
Goldman Sachs
New York
|
-$12.9M |
| 5 |
Renaissance Technologies
New York
|
-$9.01M |
SM Hedge Fund Activity: Q4 2019 in Review
219 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q4 2019, worth a combined $1.26B — up 14% from $1.11B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new SM positions and 28 closed out — a net gain of 11 holders — while 73 added to existing stakes and 77 trimmed.
The largest buyer was Encompass Capital Advisors, opening a new position worth an estimated $25M. The largest seller was AllianceBernstein, cutting an estimated $39.7M.
- 219 institutional investors held SM Energy (SM) as of Q4 2019, up from 214 in Q3 2019.
- Funds reported $1.26B of SM Energy stock for Q4 2019, up 14% quarter-over-quarter.
- 39 funds opened new SM Energy positions in Q4 2019 and 28 closed out, a net change of +11 holders.
- The largest SM Energy buyer in Q4 2019 was Encompass Capital Advisors, an estimated $25M added.
- The largest SM Energy seller in Q4 2019 was AllianceBernstein, an estimated $39.7M sold.
Based on aggregated 13F filings for Q4 2019.