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SM Energy
SM

Overview Fund Activity

173 hedge funds and large institutions have $136M invested in SM Energy in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-46
Holders Change %
-21%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
25
Increased
58
Reduced
58
Closed
67
Calls
$412K
Puts
$689K
Net Calls
-$277K
Net Calls Change
+$6.09M

Top Buyers

1
SCM
Schneider Capital Management
Pennsylvania
+$4.38M
2
Millennium Management
Millennium Management
New York
+$3.79M
3
Goldman Sachs
Goldman Sachs
New York
+$3.78M
4
State Street
State Street
Massachusetts
+$3.54M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.41M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$41M
2
ECA
Encompass Capital Advisors
New York
-$31.2M
3
FCM
Frontier Capital Management
Massachusetts
-$23.8M
4
PCM
Palisade Capital Management
New Jersey
-$17.1M
5
CCP
Caymus Capital Partners
Texas
-$9.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$20.4M -$289K -237,072 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$15.1M +$570K +467,117 +4%
State Street
3
State Street
Massachusetts
$13.3M +$3.54M +2,903,195 +36%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$10.7M -$848K -695,174 -7%
EECFI
5
EnCap Energy Capital Fund IX
Texas
$7.29M – – –
Capital Research Global Investors
6
Capital Research Global Investors
California
$5.81M -$2.41M -1,978,473 -29%
SCM
7
Schneider Capital Management
Pennsylvania
$5.55M +$4.38M +3,592,278 +376%
Millennium Management
8
Millennium Management
New York
$4.71M +$3.79M +3,104,684 +412%
Citadel Advisors
9
Citadel Advisors
Florida
$4.7M +$765K +626,701 +19%
Goldman Sachs
10
Goldman Sachs
New York
$4.4M +$3.78M +3,095,941 +604%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$4M +$2.41M +1,975,707 +151%
Renaissance Technologies
12
Renaissance Technologies
New York
$2.23M +$2.23M +1,825,300 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.15M -$135K -110,837 -6%
AR
14
Advisory Research
Illinois
$2.01M -$235K -192,926 -10%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.88M +$103K +84,122 +6%
Northern Trust
16
Northern Trust
Illinois
$1.83M -$32.8K -26,860 -2%
Alyeska Investment Group
17
Alyeska Investment Group
Illinois
$1.58M +$1.58M +1,293,485 New
Norges Bank
18
Norges Bank
Norway
$1.58M -$123K -100,770 -7%
WMSA
19
Weiss Multi-Strategy Advisers
New York
$1.47M +$711K +582,555 +93%
Prudential Financial
20
Prudential Financial
New Jersey
$1.32M -$1.12M -918,710 -46%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$1.27M -$1.06M -871,199 -46%
Bank of America
22
Bank of America
North Carolina
$1.26M +$683K +559,934 +118%
Charles Schwab
23
Charles Schwab
California
$1.14M +$90.6K +74,252 +9%
Principal Financial Group
24
Principal Financial Group
Iowa
$1.08M -$40.2K -32,953 -4%
Two Sigma Investments
25
Two Sigma Investments
New York
$1.07M +$1.07M +877,340 New
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