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SM Energy
SM

Overview Fund Activity

293 hedge funds and large institutions have $3.31B invested in SM Energy in 2015 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 100 increasing their positions, 108 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+14
Holders Change %
+5.02%
% of All Funds
7.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
60
Increased
100
Reduced
108
Closed
43
Calls
$93.1M
Puts
$88.3M
Net Calls
+$4.81M
Net Calls Change
-$3.29M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$198M
2
Citadel Advisors
Citadel Advisors
Florida
$50.1M
3
CCM
Causeway Capital Management
California
$39.4M
4
Goldman Sachs
Goldman Sachs
New York
$164M
5
BFA
BlackRock Fund Advisors
California
$113M

Top Sellers

1
AL
AJO LP
Pennsylvania
$14.6M
2
PIM
Perkins Investment Management
Illinois
$8.91M
3
FPA
First Pacific Advisors
California
$49.8M
4
Allianz Asset Management
Allianz Asset Management
Germany
$11.6M
5
Wells Fargo
Wells Fargo
California
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
251
United Capital Financial Advisors
Texas
$247K +$247K +4,262 New
DWA
252
Douglass Winthrop Advisors
New York
$247K +$247K +4,775 New
ID
253
Integral Derivatives
New York
$244K +$244K +4,717 New
SI
254
SII Investments
Wisconsin
$233K +$233K +4,500 New
BA
255
Bridgewater Associates
Connecticut
$215K +$215K +4,157 New
CAM
256
Cypress Asset Management
Texas
$210K +$210K +4,063 New
GT
257
Glenmede Trust
Pennsylvania
$209K +$209K +4,054 New
ONB
258
Old National Bancorp
Indiana
$207K +$207K +4,000 New
GCIA
259
Gabelli & Co Investment Advisers
New York
$207K +$207K +4,000 New
PCM
260
Prelude Capital Management
New York
$186K -$51.7K -1,000 -22%
DVM
261
Dreman Value Management
Florida
$130K +$72.3K +1,405 +125%
Teacher Retirement System of Texas
262
Teacher Retirement System of Texas
Texas
$106K +$1.97K +38 +2%
WTB
263
Washington Trust Bank
Washington
$102K +$102K +1,980 New
VFA
264
Virtus Fund Advisers
Connecticut
$68K -$6.89K -134 -9%
DADC
265
D.A. Davidson & Co
Montana
$60K +$60K +1,163 New
JIC
266
Joel Isaacson & Co
New York
$54K – – –
PAM
267
Panagora Asset Management
Massachusetts
$52K – – –
ARMC
268
American Research & Management Company
Massachusetts
$47K -$26.1K -500 -36%
Creative Planning
269
Creative Planning
Kansas
$42K -$85.7K -1,645 -67%
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$40K +$5.2K +100 +15%
BFEC
271
Benjamin F. Edwards & Company
Missouri
$37K +$37K +708 New
SAM
272
Shamrock Asset Management
Texas
$36K +$36K +688 New
CTC
273
Central Trust Company
Missouri
$31K – – –
FHA
274
First Horizon Advisors
Tennessee
$29K +$7.3K +145 +34%
SCP
275
Syntal Capital Partners
Texas
$25K +$25K +500 New
9 10
11
12 13