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SM Energy
SM

Overview Fund Activity

225 hedge funds and large institutions have $1.57B invested in SM Energy in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-16
Holders Change %
-6.64%
% of All Funds
6%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
35
Increased
88
Reduced
68
Closed
50
Calls
$14.6M
Puts
$31.9M
Net Calls
-$17.3M
Net Calls Change
-$6.93M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$28.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.9M
3
SCM
Schneider Capital Management
Pennsylvania
+$23M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$22.3M
5
SDIC
South Dakota Investment Council
South Dakota
+$18.9M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$53M
2
Artisan Partners
Artisan Partners
Wisconsin
-$52.9M
3
HCM
Herndon Capital Management
Georgia
-$48.6M
4
CCP
Caymus Capital Partners
Texas
-$26.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Group One Trading
251
Group One Trading
Illinois
– -$744K -37,854 Closed
Envestnet Asset Management
252
Envestnet Asset Management
Illinois
– -$477K -24,264 Closed
TC
253
TFS Capital
Pennsylvania
– -$460K -23,408 Closed
EA
254
Emerald Advisers
Pennsylvania
– -$422K -21,479 Closed
QT
255
Quantbot Technologies
New York
– -$410K -20,895 Closed
ANTB
256
AMG National Trust Bank
Colorado
– -$399K -20,314 Closed
Royal London Asset Management
257
Royal London Asset Management
United Kingdom
– -$367K -20,150 Closed
Nisa Investment Advisors
258
Nisa Investment Advisors
Missouri
– -$338K -17,200 Closed
UCFA
259
United Capital Financial Advisors
Texas
– -$336K -17,115 Closed
IRF
260
IBM Retirement Fund
New York
– -$306K -15,588 Closed
HPCM
261
High Pointe Capital Management
Illinois
– -$275K -13,980 Closed
CSS
262
Cubist Systematic Strategies
Connecticut
– -$219K -11,128 Closed
Rafferty Asset Management
263
Rafferty Asset Management
New York
– -$198K -10,889 Closed
HSBC Holdings
264
HSBC Holdings
United Kingdom
– -$203K -10,292 Closed
ST
265
Somerset Trust
Pennsylvania
– -$101K -5,125 Closed
JHIU
266
Janus Henderson Investors US
Colorado
– -$73K -3,700 Closed
TRCT
267
Tower Research Capital (TRC)
New York
– -$10K -517 Closed
FHA
268
First Horizon Advisors
Tennessee
– -$9K -462 Closed
ASN
269
Advisory Services Network
Georgia
– -$7K -350 Closed
VFA
270
Virtus Fund Advisers
Connecticut
– -$4K -195 Closed
HNB
271
Huntington National Bank
Ohio
– -$4K -184 Closed
CHP
272
Cable Hill Partners
Oregon
– -$4K -183 Closed
LWA
273
Lenox Wealth Advisors
New York
– -$1K -40 Closed
7 8 9 10
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