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SM Energy
SM

Overview Fund Activity

225 hedge funds and large institutions have $1.57B invested in SM Energy in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-16
Holders Change %
-6.64%
% of All Funds
6%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
35
Increased
88
Reduced
68
Closed
50
Calls
$14.6M
Puts
$31.9M
Net Calls
-$17.3M
Net Calls Change
-$6.93M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$28.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.9M
3
SCM
Schneider Capital Management
Pennsylvania
+$23M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$22.3M
5
SDIC
South Dakota Investment Council
South Dakota
+$18.9M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$53M
2
Artisan Partners
Artisan Partners
Wisconsin
-$52.9M
3
HCM
Herndon Capital Management
Georgia
-$48.6M
4
CCP
Caymus Capital Partners
Texas
-$26.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
226
Herndon Capital Management
Georgia
– -$48.6M -2,470,690 Closed
CCP
227
Caymus Capital Partners
Texas
– -$26.5M -1,347,989 Closed
CI
228
Cambiar Investors
Colorado
– -$19.2M -977,643 Closed
Massachusetts Financial Services
229
Massachusetts Financial Services
Massachusetts
– -$10.8M -547,557 Closed
EM
230
Elliott Management
New York
– -$9.06M -460,600 Closed
WCM
231
Wedge Capital Management
North Carolina
– -$9.01M -458,320 Closed
PIM
232
Perkins Investment Management
Illinois
– -$6.77M -344,306 Closed
USAA
233
United Services Automobile Association
Texas
– -$5.54M -282,000 Closed
GF
234
Gabelli Funds
New York
– -$5.43M -276,100 Closed
CWAM
235
Columbia Wanger Asset Management
Illinois
– -$4.79M -243,390 Closed
JG
236
Jefferies Group
New York
– -$3.85M -195,578 Closed
BNP Paribas Financial Markets
237
BNP Paribas Financial Markets
France
– -$3.21M -163,158 Closed
Nomura Holdings
238
Nomura Holdings
Japan
– -$2.63M -133,988 Closed
William Blair Investment Management
239
William Blair Investment Management
Illinois
– -$2.41M -122,615 Closed
PCM
240
Portolan Capital Management
Massachusetts
– -$1.95M -98,992 Closed
PI
241
Putnam Investments
Massachusetts
– -$1.75M -88,787 Closed
MTIM
242
Marathon Trading Investment Management
Pennsylvania
– -$1.74M -88,719 Closed
IAM
243
Impax Asset Management
New Hampshire
– -$1.38M -70,000 Closed
NI
244
Numeric Investors
Massachusetts
– -$1.16M -58,800 Closed
Wellington Management Group
245
Wellington Management Group
Massachusetts
– -$1.14M -58,060 Closed
Parallax Volatility Advisers
246
Parallax Volatility Advisers
California
– -$1.14M -57,959 Closed
JPMPWA
247
J.P. Morgan Private Wealth Advisors
California
– -$1.05M -53,509 Closed
HCM
248
Highbridge Capital Management
New York
– -$971K -49,412 Closed
Acadian Asset Management
249
Acadian Asset Management
Massachusetts
– -$829K -42,227 Closed
SFP
250
Santa Fe Partners
New Mexico
– -$766K -38,990 Closed
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