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SM Energy

321 hedge funds and large institutions have $5.14B invested in SM Energy in 2013 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 103 increasing their positions, 112 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+39
Holders Change %
+13.83%
% of All Funds
9.32%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
72
Increased
103
Reduced
112
Closed
32
Calls
$45.1M
Puts
$79.8M
Net Calls
-$34.6M
Net Calls Change
-$50.7M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
251
Tocqueville Asset Management
New York
$391K -$275K -3,316 -41%
GCP
252
GSA Capital Partners
United Kingdom
$390K +$390K +4,687 New
ZIM
253
Zacks Investment Management
Illinois
$383K -$4.53M -54,397 -92%
SC
254
Scotia Capital
Ontario, Canada
$379K -$24K -288 -6%
PCM
255
Prelude Capital Management
New York
$375K +$375K +4,515 New
Grantham, Mayo, Van Otterloo & Co (GMO)
256
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$366K +$33.3K +400 +10%
HFS
257
HL Financial Services
Kentucky
$360K +$360K +4,337 New
FNBOO
258
First National Bank of Omaha
Nebraska
$359K -$430K -5,175 -54%
GKIM
259
GW&K Investment Management
Massachusetts
$345K
FA
260
FDx Advisors
Illinois
$339K +$339K +4,078 New
CIM
261
Confluence Investment Management
Missouri
$336K -$154K -1,856 -31%
William Blair & Company
262
William Blair & Company
Illinois
$332K +$332K +4,000 New
1CM
263
1492 Capital Management
Wisconsin
$328K +$328K +3,946 New
TAM
264
Telluride Asset Management
Minnesota
$319K +$319K +3,838 New
VKH
265
Virtu KCG Holdings
New York
$314K -$229K -2,760 -42%
Citigroup
266
Citigroup
New York
$314K -$38.5K -462 -11%
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$310K +$310K +3,730 New
TI
268
Turner Investments
Pennsylvania
$300K -$2.97M -35,799 -91%
OTPPB
269
Ontario Teachers' Pension Plan Board
Ontario, Canada
$294K -$67.9K -816 -19%
SGH
270
Schonfeld Group Holdings
New York
$293K +$293K +3,527 New
OA
271
OFI Advisors
Pennsylvania
$286K +$52.7K +634 +23%
OI
272
Oakbrook Investments
Illinois
$283K -$333K -4,000 -54%
WF
273
Welch & Forbes
Massachusetts
$275K +$17.4K +210 +7%
BTCOSD
274
Bankers Trust Company of South Dakota
Iowa
$266K
PP
275
Paloma Partners
Connecticut
$265K -$28K -337 -10%