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SM Energy
SM

Overview Fund Activity

265 hedge funds and large institutions have $2.41B invested in SM Energy in 2015 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 72 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
-17
Holders Change %
-6.03%
% of All Funds
7.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
37
Increased
112
Reduced
72
Closed
52
Calls
$41.8M
Puts
$48.9M
Net Calls
-$7.1M
Net Calls Change
+$7.82M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$227M
2
Millennium Management
Millennium Management
New York
$62.7M
3
CCM
Causeway Capital Management
California
$83.6M
4
SCM
SIR Capital Management
New York
$31.7M
5
CCP
Caymus Capital Partners
Texas
$38.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$29.5M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
AQR Capital Management
AQR Capital Management
Connecticut
$10.2M
4
HCM
Highbridge Capital Management
New York
$0
5
HCM
Hayman Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
226
Citadel Advisors
Florida
$100K +$47.3K +1,482 +90%
OAMA
227
Oslo Asset Management AS
Norway
$80K – – –
WTB
228
Washington Trust Bank
Washington
$69K +$5.16K +160 +8%
CF
229
CenterStar Fund
Illinois
$54K -$9K – –
DADC
230
D.A. Davidson & Co
Montana
$41K +$10.4K +330 +34%
JIC
231
Joel Isaacson & Co
New York
$34K – – –
Zurich Cantonal Bank
232
Zurich Cantonal Bank
Switzerland
$34K +$24.1K +745 +243%
ARMC
233
American Research & Management Company
Massachusetts
$29K – – –
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$27K +$2.1K +65 +8%
Creative Planning
235
Creative Planning
Kansas
$26K +$26K +805 New
SAM
236
Shamrock Asset Management
Texas
$22K – – –
QCG
237
Quadrant Capital Group
Ohio
$20K +$480 +16 +2%
CTC
238
Central Trust Company
Missouri
$19K – – –
PH
239
Pinnacle Holdings
Oklahoma
$16.2K – – –
SCP
240
Syntal Capital Partners
Texas
$16K – – –
W
241
Wealthfront
California
$16K +$5.84K +183 +58%
SEI Investments
242
SEI Investments
Pennsylvania
$16K +$15.3K +458 +2,290%
FHA
243
First Horizon Advisors
Tennessee
$15K +$33 +1 +0.2%
MFS
244
MSI Financial Services
Massachusetts
$13K +$6.6K +206 +103%
GXMC
245
Global X Management Company
New York
$11K +$11K +345 New
SEC
246
Seven Eight Capital
New York
$11K +$11K +346 New
IPC
247
Independent Portfolio Consultants
Florida
$8K – – –
WCBA
248
Weaver C. Barksdale & Associates
Tennessee
$8K +$486 +15 +6%
CGT
249
Capital Guardian Trust
California
$6K – – –
VFA
250
Virtus Fund Advisers
Connecticut
$6K – – –
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10
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