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SM Energy
SM

Overview Fund Activity

265 hedge funds and large institutions have $2.41B invested in SM Energy in 2015 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 72 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
-17
Holders Change %
-6.03%
% of All Funds
7.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
37
Increased
112
Reduced
72
Closed
52
Calls
$41.8M
Puts
$48.9M
Net Calls
-$7.1M
Net Calls Change
+$7.82M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$227M
2
Millennium Management
Millennium Management
New York
$62.7M
3
CCM
Causeway Capital Management
California
$83.6M
4
SCM
SIR Capital Management
New York
$31.7M
5
CCP
Caymus Capital Partners
Texas
$38.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$29.5M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
AQR Capital Management
AQR Capital Management
Connecticut
$10.2M
4
HCM
Highbridge Capital Management
New York
$0
5
HCM
Hayman Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
251
Advisory Services Network
Georgia
$5K +$2.03K +69 +68%
FIB
252
First Interstate Bank
Montana
$5K +$5K +150 New
NFG
253
Next Financial Group
Texas
$3K – – –
FTUS
254
Flow Traders U.S.
New York
$3K – – –
CHP
255
Cable Hill Partners
Oregon
$3K +$3K +66 New
CM
256
CoreCommodity Management
Connecticut
$3K +$3K +83 New
Manulife (Manufacturers Life Insurance)
257
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.88K -$91 -2,844 -3%
DSC
258
Duncker Streett & Co
Missouri
$2K – – –
LTFS
259
Ladenburg Thalmann Financial Services
Florida
$2K +$638 +22 +47%
EFSCE
260
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$2K +66 New
WEC
261
Winslow Evans & Crocker
Massachusetts
$1.83K – – –
BFEC
262
Benjamin F. Edwards & Company
Missouri
$1K -$3.27K -108 -77%
IWM
263
Integrated Wealth Management
California
$1K – – –
FNBT
264
FineMark National Bank & Trust
Florida
$1K +$1K +34 New
Nuveen Asset Management
265
Nuveen Asset Management
Illinois
$883 +$11 +356 +1%
Balyasny Asset Management
266
Balyasny Asset Management
Illinois
– -$22.4M -484,710 Closed
HCM
267
Highbridge Capital Management
New York
– -$18.4M -398,875 Closed
HCM
268
Hayman Capital Management
Texas
– -$17.4M -376,894 Closed
NAP
269
New Amsterdam Partners
New York
– -$10.7M -231,276 Closed
IA
270
Icon Advisers
Colorado
– -$7.45M -161,437 Closed
BPIM
271
Brant Point Investment Management
New York
– -$5.83M -126,400 Closed
Acadian Asset Management
272
Acadian Asset Management
Massachusetts
– -$4.99M -108,125 Closed
SCM
273
Schneider Capital Management
Pennsylvania
– -$3.4M -73,654 Closed
MPAM
274
Monarch Partners Asset Management
Massachusetts
– -$2.95M -64,056 Closed
NI
275
Numeric Investors
Massachusetts
– -$2.39M -51,800 Closed
9 10
11
12 13