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SM Energy
SM

Overview Fund Activity

282 hedge funds and large institutions have $3.18B invested in SM Energy in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 94 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-11
Holders Change %
-3.75%
% of All Funds
7.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
35
Increased
111
Reduced
94
Closed
44
Calls
$60.3M
Puts
$75.2M
Net Calls
-$14.9M
Net Calls Change
-$19.7M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$203M
2
KL
KGH Ltd
Bahamas
+$57.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.2M
4
Macquarie Group
Macquarie Group
Australia
+$46.3M
5
HCM
Herndon Capital Management
Georgia
+$42.4M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$44.6M
2
SCM
SIR Capital Management
New York
-$27.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.9M
4
Millennium Management
Millennium Management
New York
-$21M
5
BA
BlackRock Advisors
Delaware
-$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
251
Shamrock Asset Management
Texas
$32K – – –
S
252
SignatureFD
Georgia
$32K +$32K +697 New
QCG
253
Quadrant Capital Group
Ohio
$29K +$29K +650 New
CTC
254
Central Trust Company
Missouri
$28K – – –
PH
255
Pinnacle Holdings
Oklahoma
$23.3K +$23.3K +505 New
FHA
256
First Horizon Advisors
Tennessee
$21K -$5.59K -121 -21%
W
257
Wealthfront
California
$15K +$2.12K +45 +16%
Zurich Cantonal Bank
258
Zurich Cantonal Bank
Switzerland
$14K – – –
FANJ
259
Financial Architects (New Jersey)
New Jersey
$13K +$5.06K +107 +64%
IPC
260
Independent Portfolio Consultants
Florida
$12K -$289K -6,025 -96%
WCBA
261
Weaver C. Barksdale & Associates
Tennessee
$11K -$664 -14 -6%
AGM
262
Alpine Global Management
New York
$10K +$10K +227 New
VFA
263
Virtus Fund Advisers
Connecticut
$9K -$52K -1,127 -85%
CF
264
CenterStar Fund
Illinois
$9K – – –
MFS
265
MSI Financial Services
Massachusetts
$9K +$9K +200 New
CGT
266
Capital Guardian Trust
California
$8K – – –
BFEC
267
Benjamin F. Edwards & Company
Missouri
$7K -$28.1K -567 -80%
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$6K +$6K +130 New
FTUS
269
Flow Traders U.S.
New York
$5K – – –
ASN
270
Advisory Services Network
Georgia
$5K +$5K +101 New
ECM
271
Element Capital Management
New York
$4.61K +$4.61K +100 New
Manulife (Manufacturers Life Insurance)
272
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.28K +$54 +1,163 +1%
NFG
273
Next Financial Group
Texas
$4K -$4K -100 -50%
Lazard Asset Management
274
Lazard Asset Management
New York
$4K +$4K +98 New
DSC
275
Duncker Streett & Co
Missouri
$3K – – –
9 10
11
12 13