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SM Energy
SM

Overview Fund Activity

321 hedge funds and large institutions have $5.14B invested in SM Energy in 2013 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 103 increasing their positions, 112 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+39
Holders Change %
+13.83%
% of All Funds
9.32%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
72
Increased
103
Reduced
112
Closed
32
Calls
$45.1M
Puts
$79.8M
Net Calls
-$34.6M
Net Calls Change
-$50.7M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$191M
2
HCM
2
Herndon Capital Management
Georgia
$69.8M
3
ECA
3
Encompass Capital Advisors
New York
$41.2M
4
RIM
4
Rainier Investment Management
Washington
$103M
5
Jennison Associates
5
Jennison Associates
New York
$64.3M

Top Sellers

1
BA
1
BlackRock Advisors
Delaware
$67.5M
2
SCA
2
SAC Capital Advisors
Connecticut
$18.5M
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$13M
4
Goldman Sachs
4
Goldman Sachs
New York
$63.1M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
226
Shelton Capital Management
Colorado
$600K – – –
ACM
227
American Capital Management
New York
$598K – – –
BPBT
228
Boston Private Bank & Trust
Massachusetts
$594K +$3.74K +45 +0.6%
Mitsubishi UFJ Asset Management
229
Mitsubishi UFJ Asset Management
Japan
$565K – – –
DekaBank Deutsche Girozentrale
230
DekaBank Deutsche Girozentrale
Germany
$555K +$423K +5,080 +320%
WAM
231
World Asset Management
Michigan
$548K -$91.1K -1,095 -14%
Connor, Clark & Lunn Investment Management (CC&L)
232
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$521K +$521K +5,900 New
IRS
233
Invictus RG (Singapore)
Singapore
$520K +$311K +3,740 +149%
BNP Paribas Financial Markets
234
BNP Paribas Financial Markets
France
$511K +$511K +6,143 New
AAM
235
Advisors Asset Management
Colorado
$507K +$173K +2,079 +52%
SFT
236
Simmons First Trust
Arkansas
$463K – – –
WMSA
237
Weiss Multi-Strategy Advisers
New York
$461K -$29.7M -357,450 -98%
JG
238
Jefferies Group
New York
$461K -$483K -5,809 -51%
Los Angeles Capital Management
239
Los Angeles Capital Management
California
$459K – – –
SI
240
SII Investments
Wisconsin
$452K +$452K +5,500 New
EMG
241
Ellington Management Group
Connecticut
$440K -$315K -3,800 -42%
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$436K +$95.5K +1,148 +28%
ARC
243
Absolute Return Capital
Massachusetts
$435K +$435K +5,234 New
PAM
244
Princeton Alpha Management
New Jersey
$432K +$432K +5,199 New
CA
245
Commerzbank Aktiengesellschaft
Germany
$428K +$24.5K +296 +6%
ST
246
Somerset Trust
Pennsylvania
$418K +$418K +5,028 New
SIC
247
Schwartz Investment Counsel
Michigan
$416K – – –
B
248
Barings
North Carolina
$407K +$407K +4,900 New
DWA
249
Douglass Winthrop Advisors
New York
$397K – – –
NG
250
NatWest Group
United Kingdom
$395K -$384K -4,631 -49%
8 9
10
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