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SM Energy
SM

Overview Fund Activity

241 hedge funds and large institutions have $1.72B invested in SM Energy in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 65 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-24
Holders Change %
-9.06%
% of All Funds
6.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
28
Increased
111
Reduced
65
Closed
49
Calls
$21.8M
Puts
$32.2M
Net Calls
-$10.3M
Net Calls Change
-$3.24M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$132M
2
KL
KGH Ltd
Bahamas
$78.8M
3
CCM
Causeway Capital Management
California
$90.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$167M
5
SCM
Schneider Capital Management
Pennsylvania
$21M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$56.8M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$23.7M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
$0
4
CWAM
Columbia Wanger Asset Management
Illinois
$4.79M
5
Principal Financial Group
Principal Financial Group
Iowa
$4.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
251
Ameritas Investment Partners
Nebraska
– -$1.13M -35,186 Closed
ICM
252
Intrepid Capital Management
Florida
– -$1.06M -33,000 Closed
RJA
253
Raymond James & Associates
Florida
– -$1.05M -32,785 Closed
Connor, Clark & Lunn Investment Management (CC&L)
254
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.04M -32,500 Closed
DIA
255
Dean Investment Associates
Ohio
– -$1.01M -31,620 Closed
PP
256
PDT Partners
New York
– -$906K -28,267 Closed
QSS
257
Quantitative Systematic Strategies
Florida
– -$852K -26,554 Closed
BNP Paribas Asset Management
258
BNP Paribas Asset Management
France
– -$624K -19,476 Closed
VIA
259
Vident Investment Advisory
Georgia
– -$406K -12,678 Closed
DCM
260
Dean Capital Management
Kansas
– -$392K -12,220 Closed
PAM
261
Princeton Alpha Management
New Jersey
– -$359K -11,212 Closed
TH
262
Timber Hill
Connecticut
– -$357K -11,137 Closed
GC
263
Globeflex Capital
California
– -$348K -10,866 Closed
MTB
264
Mizuho Trust & Banking
Japan
– -$338K -10,550 Closed
CCA
265
Conestoga Capital Advisors
Pennsylvania
– -$311K -9,695 Closed
William Blair & Company
266
William Blair & Company
Illinois
– -$304K -9,500 Closed
DTL
267
Dynamic Technology Lab
Singapore
– -$301K -9,393 Closed
SCP
268
Sandhill Capital Partners
New York
– -$264K -8,235 Closed
AB
269
Amalgamated Bank
New York
– -$255K -7,949 Closed
PA
270
Profund Advisors
Maryland
– -$247K -7,714 Closed
KT
271
Kanaly Trust
Texas
– -$245K -7,636 Closed
TCM
272
Traynor Capital Management
Pennsylvania
– -$240K -7,516 Closed
PP
273
Paloma Partners
Connecticut
– -$237K -7,395 Closed
ICM
274
IMS Capital Management
Oregon
– -$224K -7,000 Closed
SCM
275
Shelton Capital Management
Colorado
– -$211K -6,571 Closed
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