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SM Energy
SM

Overview Fund Activity

316 hedge funds and large institutions have $5.29B invested in SM Energy in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 111 increasing their positions, 120 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+10
Holders Change %
+3.27%
% of All Funds
9.09%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.14%
New
45
Increased
111
Reduced
120
Closed
33
Calls
$46M
Puts
$95.6M
Net Calls
-$49.6M
Net Calls Change
-$49.8M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$165M
2
Norges Bank
Norges Bank
Norway
$93.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$394M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$113M
5
Millennium Management
Millennium Management
New York
$43.7M

Top Sellers

1
HCM
Herndon Capital Management
Georgia
$140M
2
CWAM
Columbia Wanger Asset Management
Illinois
$87.8M
3
Citigroup
Citigroup
New York
$239K
4
RIM
Rainier Investment Management
Washington
$60M
5
AllianceBernstein
AllianceBernstein
Tennessee
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
226
Harvey Capital Management
Florida
$630K – – –
Capital Fund Management (CFM)
227
Capital Fund Management (CFM)
France
$610K -$13.1M -155,386 -96%
SCM
228
Shelton Capital Management
Colorado
$607K – – –
Mitsubishi UFJ Asset Management
229
Mitsubishi UFJ Asset Management
Japan
$580K – – –
BC
230
Bartlett & Co
Ohio
$569K – – –
ZDA
231
Zweig-DiMenna Associates
New York
$555K +$555K +6,600 New
WAM
232
World Asset Management
Michigan
$547K -$3.28K -39 -0.6%
CAM
233
Capstone Asset Management
Texas
$539K -$77.2K -917 -13%
EMG
234
Ellington Management Group
Connecticut
$530K +$151K +1,800 +40%
Wellington Management Group
235
Wellington Management Group
Massachusetts
$514K +$62.2K +741 +14%
CCA
236
Conestoga Capital Advisors
Pennsylvania
$507K -$1.89M -22,500 -79%
SIC
237
Schwartz Investment Counsel
Michigan
$505K +$253K +3,000 +100%
ACM
238
American Capital Management
New York
$479K -$126K -1,500 -21%
Cohen & Steers
239
Cohen & Steers
New York
$479K +$479K +5,700 New
OI
240
Oakbrook Investments
Illinois
$475K -$96.7K -1,150 -17%
Rafferty Asset Management
241
Rafferty Asset Management
New York
$473K +$473K +5,622 New
TRCT
242
Tower Research Capital (TRC)
New York
$470K +$278K +3,316 +145%
SFT
243
Simmons First Trust
Arkansas
$469K – – –
SI
244
SII Investments
Wisconsin
$462K – – –
Tudor Investment Corp
245
Tudor Investment Corp
Connecticut
$437K -$911K -10,845 -68%
PCM
246
Prelude Capital Management
New York
$421K -$11.8K -140 -3%
WIC
247
Wilkins Investment Counsel
Massachusetts
$420K – – –
ST
248
Somerset Trust
Pennsylvania
$419K -$2.86K -34 -0.7%
B
249
Barings
North Carolina
$412K – – –
OA
250
OFI Advisors
Pennsylvania
$412K +$8.66K +103 +2%
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