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SM Energy
SM

Overview Fund Activity

316 hedge funds and large institutions have $5.29B invested in SM Energy in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 111 increasing their positions, 120 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+10
Holders Change %
+3.27%
% of All Funds
9.09%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.14%
New
45
Increased
111
Reduced
120
Closed
33
Calls
$46M
Puts
$95.6M
Net Calls
-$49.6M
Net Calls Change
-$49.8M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$165M
2
Norges Bank
Norges Bank
Norway
$93.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$394M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$113M
5
Millennium Management
Millennium Management
New York
$43.7M

Top Sellers

1
HCM
Herndon Capital Management
Georgia
$140M
2
CWAM
Columbia Wanger Asset Management
Illinois
$87.8M
3
Citigroup
Citigroup
New York
$239K
4
RIM
Rainier Investment Management
Washington
$60M
5
AllianceBernstein
AllianceBernstein
Tennessee
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
251
Sterling Capital Management
North Carolina
$412K +$412K +4,900 New
NCIM
252
New Century Investment Management
Michigan
$408K -$16.5K -196 -4%
KeyBank National Association
253
KeyBank National Association
Ohio
$402K -$315K -3,750 -44%
DWA
254
Douglass Winthrop Advisors
New York
$402K – – –
HFS
255
HL Financial Services
Kentucky
$379K +$379K +4,510 New
VKH
256
Virtu KCG Holdings
New York
$364K -$1.18M -13,984 -76%
PP
257
Paloma Partners
Connecticut
$362K +$362K +4,300 New
FNBOO
258
First National Bank of Omaha
Nebraska
$343K -$21K -250 -6%
William Blair & Company
259
William Blair & Company
Illinois
$336K -$3.02K -36 -0.9%
GKIM
260
GW&K Investment Management
Massachusetts
$326K – – –
CSS
261
Cubist Systematic Strategies
Connecticut
$323K +$323K +3,835 New
GF
262
Gerry Farber
New York
$311K +$311K +3,700 New
1CM
263
1492 Capital Management
Wisconsin
$310K -$22.1K -263 -7%
WF
264
Welch & Forbes
Massachusetts
$302K +$41.9K +500 +16%
OTPPB
265
Ontario Teachers' Pension Plan Board
Ontario, Canada
$297K +$297K +3,533 New
Janney Montgomery Scott
266
Janney Montgomery Scott
Pennsylvania
$288K +$288K +3,422 New
Envestnet Asset Management
267
Envestnet Asset Management
Illinois
$279K +$135K +1,601 +93%
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$278K -$63.7K -757 -19%
BOH
269
Bank of Hawaii
Hawaii
$274K -$30.8K -367 -10%
TI
270
Turner Investments
Pennsylvania
$262K -$20.8K -248 -7%
FFS
271
Founders Financial Securities
Maryland
$254K +$254K +3,015 New
HI
272
Horizon Investments
North Carolina
$254K +$254K +3,025 New
1GA
273
1st Global Advisors
Texas
$250K -$1.77K -21 -0.7%
GC
274
Guardian Capital
Ontario, Canada
$245K +$245K +2,908 New
Citigroup
275
Citigroup
New York
$239K -$24.6M -290,665 -99%
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