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SM Energy
SM

Overview Fund Activity

320 hedge funds and large institutions have $5.02B invested in SM Energy in 2014 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 127 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
9.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
42
Increased
127
Reduced
100
Closed
36
Calls
$73.7M
Puts
$242M
Net Calls
-$169M
Net Calls Change
-$119M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$62.9M
2
William Blair & Company
William Blair & Company
Illinois
+$55M
3
HCM
Herndon Capital Management
Georgia
+$48.2M
4
PIM
Perkins Investment Management
Illinois
+$44.5M
5
FPA
First Pacific Advisors
California
+$27.6M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$165M
2
RIM
Rainier Investment Management
Washington
-$60M
3
Norges Bank
Norges Bank
Norway
-$42.4M
4
Millennium Management
Millennium Management
New York
-$23.9M
5
Marshall Wace
Marshall Wace
United Kingdom
-$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
251
United Capital Financial Advisors
Texas
$366K +$366K +4,688 New
Canada Life
252
Canada Life
Manitoba, Canada
$362K -$1.5M -19,200 -81%
HSBC Holdings
253
HSBC Holdings
United Kingdom
$362K -$455K -5,847 -56%
DTL
254
Dynamic Technology Lab
Singapore
$351K +$351K +4,496 New
Truist Financial
255
Truist Financial
North Carolina
$332K +$110K +1,413 +50%
USAA
256
United Services Automobile Association
Texas
$328K +$328K +4,200 New
FNBOO
257
First National Bank of Omaha
Nebraska
$318K – – –
MAM
258
Meeder Asset Management
Ohio
$307K +$307K +3,940 New
PAM
259
Princeton Alpha Management
New Jersey
$305K +$305K +3,905 New
Tudor Investment Corp
260
Tudor Investment Corp
Connecticut
$304K -$101K -1,300 -25%
GKIM
261
GW&K Investment Management
Massachusetts
$302K – – –
CC
262
Cipher Capital
New York
$299K +$299K +3,827 New
Group One Trading
263
Group One Trading
Illinois
$291K +$291K +3,726 New
Acadian Asset Management
264
Acadian Asset Management
Massachusetts
$282K -$577K -7,385 -67%
WF
265
Welch & Forbes
Massachusetts
$281K – – –
BOH
266
Bank of Hawaii
Hawaii
$280K +$25.7K +330 +10%
SKK
267
Shepherd Kaplan Krochuk
Massachusetts
$278K +$278K +3,571 New
1CM
268
1492 Capital Management
Wisconsin
$276K -$11.6K -148 -4%
JG
269
Jefferies Group
New York
$266K -$351K -4,490 -57%
Verition Fund Management
270
Verition Fund Management
Connecticut
$257K +$257K +3,296 New
FFS
271
Founders Financial Securities
Maryland
$252K +$17.1K +220 +7%
T
272
TradeWorx
New Jersey
$252K +$252K +3,225 New
GLA
273
Great Lakes Advisors
Illinois
$252K +$252K +3,232 New
LPL Financial
274
LPL Financial
California
$244K +$244K +3,226 New
NBC
275
Neuberger Berman Canada
Ontario, Canada
$242K -$445K -5,700 -65%
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