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SM Energy
SM

Overview Fund Activity

282 hedge funds and large institutions have $3.18B invested in SM Energy in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 94 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-11
Holders Change %
-3.75%
% of All Funds
7.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
35
Increased
111
Reduced
94
Closed
44
Calls
$60.3M
Puts
$75.2M
Net Calls
-$14.9M
Net Calls Change
-$19.7M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$279M
2
KL
KGH Ltd
Bahamas
$77.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$226M
4
Macquarie Group
Macquarie Group
Australia
$56.6M
5
HCM
Herndon Capital Management
Georgia
$138M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$76K
2
SCM
SIR Capital Management
New York
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.96M
4
Millennium Management
Millennium Management
New York
$3.05M
5
BA
BlackRock Advisors
Delaware
$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANTB
226
AMG National Trust Bank
Colorado
$266K +$5.81K +126 +2%
ACM
227
American Capital Management
New York
$263K – – –
Capital Fund Management (CFM)
228
Capital Fund Management (CFM)
France
$260K +$260K +5,634 New
PCM
229
Piermont Capital Management
Missouri
$250K – – –
DWA
230
Douglass Winthrop Advisors
New York
$247K – – –
Tudor Investment Corp
231
Tudor Investment Corp
Connecticut
$240K +$240K +5,200 New
HSBC Holdings
232
HSBC Holdings
United Kingdom
$237K -$127K -2,771 -35%
Jane Street
233
Jane Street
New York
$236K +$236K +5,108 New
GCIA
234
Gabelli & Co Investment Advisers
New York
$231K +$46.2K +1,000 +25%
IA
235
IndexIQ Advisors
New York
$209K -$13.6K -294 -6%
SI
236
SII Investments
Wisconsin
$208K – – –
UCFA
237
United Capital Financial Advisors
Texas
$208K +$11K +238 +6%
ST
238
Somerset Trust
Pennsylvania
$206K -$24.8K -539 -11%
TRCT
239
Tower Research Capital (TRC)
New York
$183K +$183K +3,979 New
PAM
240
Panagora Asset Management
Massachusetts
$144K +$98K +2,130 +213%
Teacher Retirement System of Texas
241
Teacher Retirement System of Texas
Texas
$126K +$31.5K +680 +33%
OAMA
242
Oslo Asset Management AS
Norway
$115K -$16.7M -363,500 -99%
DekaBank Deutsche Girozentrale
243
DekaBank Deutsche Girozentrale
Germany
$97K -$248K -5,391 -72%
WTB
244
Washington Trust Bank
Washington
$91K – – –
Citadel Advisors
245
Citadel Advisors
Florida
$76K -$44.6M -968,043 -100%
PCM
246
Prelude Capital Management
New York
$59K -$108K -2,330 -65%
JIC
247
Joel Isaacson & Co
New York
$48K – – –
DADC
248
D.A. Davidson & Co
Montana
$44K -$8.59K -190 -16%
ARMC
249
American Research & Management Company
Massachusetts
$42K – – –
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$36K +$93 +2 +0.3%
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