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SM Energy
SM

Overview Fund Activity

282 hedge funds and large institutions have $4.67B invested in SM Energy in 2013 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 99 increasing their positions, 97 reducing their positions, and 29 closing their positions.

Holders
282
Holders Change
+24
Holders Change %
+9.3%
% of All Funds
9.15%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
55
Increased
99
Reduced
97
Closed
29
Calls
$58.3M
Puts
$42.2M
Net Calls
+$16.1M
Net Calls Change
+$13.9M

Top Buyers

1
CC
1
Carlson Capital
Texas
$45.4M
2
AL
2
AJO LP
Pennsylvania
$27.7M
3
Jennison Associates
3
Jennison Associates
New York
$27.6M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$32.8M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$24.7M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$27M
2
Franklin Resources
2
Franklin Resources
California
$30.5M
3
Boston Partners
3
Boston Partners
Massachusetts
$18.2M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$34M
5
PP
5
Peconic Partners
New York
$4.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFT
226
Simmons First Trust
Arkansas
$430K -$12.1K -157 -3%
Los Angeles Capital Management
227
Los Angeles Capital Management
California
$426K +$426K +5,520 New
U
228
UBS
Switzerland
$417K +$107K +1,380 +34%
SIC
229
Schwartz Investment Counsel
Michigan
$386K – – –
CA
230
Commerzbank Aktiengesellschaft
Germany
$376K -$90.8K -1,177 -19%
IPC
231
Independent Portfolio Consultants
Florida
$375K +$1.54K +20 +0.4%
SC
232
Scotia Capital
Ontario, Canada
$374K -$6.49K -84 -2%
DWA
233
Douglass Winthrop Advisors
New York
$369K – – –
QIM
234
Quantitative Investment Management
Virginia
$339K +$339K +4,400 New
OTPPB
235
Ontario Teachers' Pension Plan Board
Ontario, Canada
$336K -$187K -2,421 -36%
Citigroup
236
Citigroup
New York
$327K -$80.6K -1,043 -20%
KeyBank National Association
237
KeyBank National Association
Ohio
$323K – – –
GKIM
238
GW&K Investment Management
Massachusetts
$320K – – –
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$317K +$240K +3,098 +311%
AAM
240
Advisors Asset Management
Colorado
$311K +$149K +1,925 +92%
Grantham, Mayo, Van Otterloo & Co (GMO)
241
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$309K +$309K +4,000 New
PP
242
Paloma Partners
Connecticut
$272K +$272K +3,530 New
Fiera Capital (Canada)
243
Fiera Capital (Canada)
Quebec, Canada
$268K – – –
USAA
244
United Services Automobile Association
Texas
$255K +$255K +3,300 New
QI
245
QS Investors
New York
$255K +$255K +3,300 New
BTCOSD
246
Bankers Trust Company of South Dakota
Iowa
$247K +$247K +3,200 New
WF
247
Welch & Forbes
Massachusetts
$240K +$240K +3,100 New
UCFA
248
United Capital Financial Advisors
Texas
$240K +$240K +3,105 New
BOH
249
Bank of Hawaii
Hawaii
$237K +$237K +3,075 New
1GA
250
1st Global Advisors
Texas
$232K +$232K +3,008 New
8 9
10
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