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SM Energy
SM

Overview Fund Activity

316 hedge funds and large institutions have $5.29B invested in SM Energy in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 111 increasing their positions, 120 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+10
Holders Change %
+3.27%
% of All Funds
9.09%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.14%
New
45
Increased
111
Reduced
120
Closed
33
Calls
$46M
Puts
$95.6M
Net Calls
-$49.6M
Net Calls Change
-$49.8M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$165M
2
Norges Bank
Norges Bank
Norway
$93.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$394M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$113M
5
Millennium Management
Millennium Management
New York
$43.7M

Top Sellers

1
HCM
Herndon Capital Management
Georgia
$140M
2
CWAM
Columbia Wanger Asset Management
Illinois
$87.8M
3
Citigroup
Citigroup
New York
$239K
4
RIM
Rainier Investment Management
Washington
$60M
5
AllianceBernstein
AllianceBernstein
Tennessee
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
276
Truist Financial
North Carolina
$239K -$5.29K -63 -2%
ST
277
Smithfield Trust
Pennsylvania
$239K +$9.75K +116 +4%
PI
278
Placemark Investments
Illinois
$236K +$236K +2,822 New
BTCOSD
279
Bankers Trust Company of South Dakota
Iowa
$228K – – –
MLL
280
Moody Lynn & Lieberson
Massachusetts
$227K +$227K +2,700 New
TC
281
TradeLink Capital
Illinois
$221K +$221K +2,629 New
LG
282
Laidlaw Group
New York
$218K +$218K +2,595 New
TAM
283
Tocqueville Asset Management
New York
$210K +$34.6K +410 +20%
RCAG
284
Rehmann Capital Advisory Group
Michigan
$207K -$88.6K -1,054 -30%
Teacher Retirement System of Texas
285
Teacher Retirement System of Texas
Texas
$207K – – –
Loomis, Sayles & Company
286
Loomis, Sayles & Company
Massachusetts
$202K -$9.17K -109 -4%
GH
287
GAM Holding
Switzerland
$164K +$63.1K +750 +63%
BJ
288
BlackRock Japan
Japan
$161K -$15.5K -184 -9%
IRS
289
Invictus RG (Singapore)
Singapore
$160K -$176K -2,085 -52%
BEAM
290
Baker Ellis Asset Management
Washington
$156K -$92.8K -1,100 -37%
IPC
291
Independent Portfolio Consultants
Florida
$156K +$156K +1,860 New
ARMC
292
American Research & Management Company
Massachusetts
$124K – – –
PG
293
PEAK6 Group
Illinois
$105K +$79.9K +955 +318%
Creative Planning
294
Creative Planning
Kansas
$91K +$41.9K +500 +85%
JIC
295
Joel Isaacson & Co
New York
$88K +$88K +1,047 New
PAM
296
Panagora Asset Management
Massachusetts
$84K – – –
CTC
297
Central Trust Company
Missouri
$81K -$44.7K -537 -36%
ST
298
SpiderRock Trading
Illinois
$79K -$89K – –
LTFS
299
Ladenburg Thalmann Financial Services
Florida
$73K +$5.62K +67 +8%
NYLT
300
New York Life Trust
New York
$56K +$56K +668 New
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