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SM Energy
SM

Overview Fund Activity

321 hedge funds and large institutions have $5.14B invested in SM Energy in 2013 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 103 increasing their positions, 112 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+39
Holders Change %
+13.83%
% of All Funds
9.32%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
72
Increased
103
Reduced
112
Closed
32
Calls
$45.1M
Puts
$79.8M
Net Calls
-$34.6M
Net Calls Change
-$50.7M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$191M
2
HCM
2
Herndon Capital Management
Georgia
$69.8M
3
ECA
3
Encompass Capital Advisors
New York
$41.2M
4
RIM
4
Rainier Investment Management
Washington
$103M
5
Jennison Associates
5
Jennison Associates
New York
$64.3M

Top Sellers

1
BA
1
BlackRock Advisors
Delaware
$67.5M
2
SCA
2
SAC Capital Advisors
Connecticut
$18.5M
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$13M
4
Goldman Sachs
4
Goldman Sachs
New York
$63.1M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
276
Commonwealth Equity Services
Massachusetts
$265K +$265K +3,191 New
Jane Street
277
Jane Street
New York
$261K -$1.17M -14,064 -82%
Loomis, Sayles & Company
278
Loomis, Sayles & Company
Massachusetts
$255K +$62K +746 +32%
1GA
279
1st Global Advisors
Texas
$249K -$1.08K -13 -0.4%
BGA
280
Belmont Global Advisors
Texas
$249K +$249K +3,000 New
GVT
281
Genesee Valley Trust
New York
$248K -$416 -5 -0.2%
Fiera Capital (Canada)
282
Fiera Capital (Canada)
Quebec, Canada
$245K -$44.6K -535 -15%
BEAM
283
Baker Ellis Asset Management
Washington
$245K – – –
SIM
284
Strategic Investment Management
Virginia
$233K +$233K +2,920 New
Tudor Investment Corp
285
Tudor Investment Corp
Connecticut
$226K +$226K +2,724 New
MLL
286
Moody Lynn & Lieberson
Massachusetts
$224K – – –
LPL Financial
287
LPL Financial
California
$212K +$212K +2,555 New
CC
288
Courier Capital
New York
$209K -$13.9K -167 -6%
Teacher Retirement System of Texas
289
Teacher Retirement System of Texas
Texas
$208K -$498K -5,985 -71%
MC
290
Menta Capital
California
$208K +$208K +2,500 New
AP
291
Advisor Partners
California
$203K +$203K +2,446 New
PI
292
Placemark Investments
Illinois
$201K +$201K +2,470 New
HNB
293
Huntington National Bank
Ohio
$198K +$198K +2,385 New
QT
294
Quantbot Technologies
New York
$191K +$191K +2,300 New
CTC
295
Central Trust Company
Missouri
$154K +$79.3K +951 +106%
Walleye Trading
296
Walleye Trading
New York
$145K +$11.8K +142 +9%
ST
297
Smithfield Trust
Pennsylvania
$138K -$19.8K -238 -13%
ARMC
298
American Research & Management Company
Massachusetts
$133K – – –
SEC
299
Seven Eight Capital
New York
$116K +$116K +1,400 New
Acadian Asset Management
300
Acadian Asset Management
Massachusetts
$97K +$97K +1,168 New
10 11
12
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