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SM Energy
SM

Overview Fund Activity

293 hedge funds and large institutions have $3.31B invested in SM Energy in 2015 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 100 increasing their positions, 108 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+14
Holders Change %
+5.02%
% of All Funds
7.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
60
Increased
100
Reduced
108
Closed
43
Calls
$93.1M
Puts
$88.3M
Net Calls
+$4.81M
Net Calls Change
-$3.29M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$198M
2
Citadel Advisors
Citadel Advisors
Florida
$50.1M
3
CCM
Causeway Capital Management
California
$39.4M
4
Goldman Sachs
Goldman Sachs
New York
$164M
5
BFA
BlackRock Fund Advisors
California
$113M

Top Sellers

1
AL
AJO LP
Pennsylvania
$14.6M
2
PIM
Perkins Investment Management
Illinois
$8.91M
3
FPA
First Pacific Advisors
California
$49.8M
4
Allianz Asset Management
Allianz Asset Management
Germany
$11.6M
5
Wells Fargo
Wells Fargo
California
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
KT
226
Kanaly Trust
Texas
$395K – – –
CBB
227
Citizens Business Bank
California
$390K +$390K +7,540 New
SG Americas Securities
228
SG Americas Securities
New York
$388K -$292K -5,644 -43%
R
229
RQSI
Bahamas
$388K -$26.1K -505 -6%
LPL Financial
230
LPL Financial
California
$388K +$388K +7,385 New
DekaBank Deutsche Girozentrale
231
DekaBank Deutsche Girozentrale
Germany
$388K +$388K +7,500 New
NMIMC
232
Northwestern Mutual Investment Management Company
Wisconsin
$383K +$383K +7,420 New
NI
233
Numeric Investors
Massachusetts
$382K -$129K -2,500 -25%
BC
234
Bartlett & Co
Ohio
$349K – – –
Canada Life
235
Canada Life
Manitoba, Canada
$336K +$97.9K +1,900 +41%
WPC
236
White Pine Capital
Minnesota
$326K -$2.88M -55,580 -90%
OI
237
Oakbrook Investments
Illinois
$326K +$326K +6,300 New
IPC
238
Independent Portfolio Consultants
Florida
$324K -$11.4K -220 -3%
ST
239
Spot Trading
Illinois
$298K -$2.51M -48,470 -89%
ACM
240
American Capital Management
New York
$295K – – –
ANTB
241
AMG National Trust Bank
Colorado
$292K -$767K -14,818 -72%
WAM
242
World Asset Management
Michigan
$284K -$2.79K -54 -1%
PCM
243
Piermont Capital Management
Missouri
$281K +$281K +5,430 New
MC
244
Menta Capital
California
$279K -$398K -7,700 -59%
BC
245
Brookfield Corp
Ontario, Canada
$272K +$179K +3,460 +192%
HighTower Advisors
246
HighTower Advisors
Illinois
$263K +$263K +5,084 New
LA
247
Lucus Advisors
New York
$260K -$330K -6,403 -56%
ST
248
Somerset Trust
Pennsylvania
$260K +$53.7K +1,038 +26%
TCM
249
Traynor Capital Management
Pennsylvania
$251K +$251K +4,875 New
IA
250
IndexIQ Advisors
New York
$249K +$249K +4,822 New
8 9
10
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