SM icon

SM Energy
SM

Overview Fund Activity

241 hedge funds and large institutions have $1.72B invested in SM Energy in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 65 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-24
Holders Change %
-9.06%
% of All Funds
6.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
28
Increased
111
Reduced
65
Closed
49
Calls
$21.8M
Puts
$32.2M
Net Calls
-$10.3M
Net Calls Change
-$3.24M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$132M
2
KL
KGH Ltd
Bahamas
$78.8M
3
CCM
Causeway Capital Management
California
$90.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$167M
5
SCM
Schneider Capital Management
Pennsylvania
$21M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$56.8M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$23.7M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
$0
4
CWAM
Columbia Wanger Asset Management
Illinois
$4.79M
5
Principal Financial Group
Principal Financial Group
Iowa
$4.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPC
226
Independent Portfolio Consultants
Florida
$5K – – –
BFEC
227
Benjamin F. Edwards & Company
Missouri
$5K +$4.29K +200 +606%
VFA
228
Virtus Fund Advisers
Connecticut
$4K – – –
CHP
229
Cable Hill Partners
Oregon
$4K +$2.56K +117 +177%
HNB
230
Huntington National Bank
Ohio
$4K +$4K +184 New
FIB
231
First Interstate Bank
Montana
$3K – – –
CGT
232
Capital Guardian Trust
California
$3K – – –
SEI Investments
233
SEI Investments
Pennsylvania
$2K -$5.77K -355 -74%
CM
234
CoreCommodity Management
Connecticut
$2K – – –
LTFS
235
Ladenburg Thalmann Financial Services
Florida
$2K +$516 +24 +35%
Manulife (Manufacturers Life Insurance)
236
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.76K -$12 -597 -0.7%
WEC
237
Winslow Evans & Crocker
Massachusetts
$1.12K – – –
NFG
238
Next Financial Group
Texas
$1K – – –
LWA
239
Lenox Wealth Advisors
New York
$1K +$1K +40 New
Nuveen Asset Management
240
Nuveen Asset Management
Illinois
$542 – – –
Ninety One (UK)
241
Ninety One (UK)
United Kingdom
– -$15.3M -476,488 Closed
FWCM
242
Ferguson Wellman Capital Management
Oregon
– -$11.4M -357,230 Closed
Point72 Asset Management
243
Point72 Asset Management
Connecticut
– -$8.17M -255,000 Closed
Capital Fund Management (CFM)
244
Capital Fund Management (CFM)
France
– -$6.48M -202,147 Closed
GCM
245
Graham Capital Management
Connecticut
– -$5.7M -177,900 Closed
SIC
246
Schwartz Investment Counsel
Michigan
– -$2.4M -75,000 Closed
BAMCO Inc
247
BAMCO Inc
New York
– -$2M -62,548 Closed
ACI
248
AMP Capital Investors
Australia
– -$1.61M -53,815 Closed
NONA
249
Ninety One North America
New York
– -$1.71M -53,300 Closed
EAM
250
Eagle Asset Management
Florida
– -$1.49M -46,578 Closed
8 9
10
11 12