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SM Energy

177 hedge funds and large institutions have $376M invested in SM Energy in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+4
Holders Change %
+2.31%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
57
Reduced
54
Closed
33
Calls
$2.51M
Puts
$7.47M
Net Calls
-$4.96M
Net Calls Change
-$4.68M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$62M -$584K -155,616 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$44.2M -$2.23M -593,653 -5%
State Street
3
State Street
Massachusetts
$34.3M -$6.5M -1,732,696 -16%
EECFI
4
EnCap Energy Capital Fund IX
Texas
$20.9M -$1.44M -385,320 -6%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$19.6M +$7.3M +1,947,316 +59%
Millennium Management
6
Millennium Management
New York
$18.5M +$4.01M +1,068,845 +28%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$16.7M -$16.1M -4,302,638 -49%
Capital Research Global Investors
8
Capital Research Global Investors
California
$11.5M -$6.34M -1,691,780 -36%
Citadel Advisors
9
Citadel Advisors
Florida
$10.4M -$4.03M -1,073,387 -28%
Goldman Sachs
10
Goldman Sachs
New York
$9.54M -$3.99M -1,064,259 -29%
Morgan Stanley
11
Morgan Stanley
New York
$8.81M +$7.16M +1,908,054 +434%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$8.31M +$5.4M +1,439,680 +185%
AR
13
Advisory Research
Illinois
$6.17M
Bank of New York Mellon
14
Bank of New York Mellon
New York
$6.07M -$525K -140,163 -8%
WMSA
15
Weiss Multi-Strategy Advisers
New York
$5.9M +$1.37M +364,701 +30%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$5.85M +$54.9K +14,639 +0.9%
Northern Trust
17
Northern Trust
Illinois
$5.65M +$34.2K +9,110 +0.6%
First Trust Advisors
18
First Trust Advisors
Illinois
$4.32M +$2.06M +550,696 +92%
Citigroup
19
Citigroup
New York
$3.91M +$3.76M +1,002,704 +2,585%
Charles Schwab
20
Charles Schwab
California
$3.85M +$338K +90,234 +10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
21
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.75M +$3.75M +1,000,000 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$3.04M +$1.55M +412,455 +103%
Principal Financial Group
23
Principal Financial Group
Iowa
$3.02M -$292K -77,735 -9%
Norges Bank
24
Norges Bank
Norway
$2.92M -$1.93M -514,169 -40%
Two Sigma Investments
25
Two Sigma Investments
New York
$2.8M -$487K -129,945 -15%