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SM Energy
SM

Overview Fund Activity

320 hedge funds and large institutions have $5.02B invested in SM Energy in 2014 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 127 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
9.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
42
Increased
127
Reduced
100
Closed
36
Calls
$73.7M
Puts
$242M
Net Calls
-$169M
Net Calls Change
-$119M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$62.9M
2
William Blair & Company
William Blair & Company
Illinois
+$55M
3
HCM
Herndon Capital Management
Georgia
+$48.2M
4
PIM
Perkins Investment Management
Illinois
+$44.5M
5
FPA
First Pacific Advisors
California
+$27.6M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$165M
2
RIM
Rainier Investment Management
Washington
-$60M
3
Norges Bank
Norges Bank
Norway
-$42.4M
4
Millennium Management
Millennium Management
New York
-$23.9M
5
Marshall Wace
Marshall Wace
United Kingdom
-$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZDA
276
Zweig-DiMenna Associates
New York
$242K -$273K -3,500 -53%
ST
277
Smithfield Trust
Pennsylvania
$229K +$7.33K +94 +3%
TI
278
Turner Investments
Pennsylvania
$228K -$15.1K -194 -6%
OSAM
279
O'Shaughnessy Asset Management
Connecticut
$224K -$32.9K -423 -13%
RCAG
280
Rehmann Capital Advisory Group
Michigan
$223K +$30.7K +393 +16%
MLL
281
Moody Lynn & Lieberson
Massachusetts
$211K – – –
OI
282
Oakbrook Investments
Illinois
$203K -$238K -3,050 -54%
LG
283
Laidlaw Group
New York
$202K – – –
Citigroup
284
Citigroup
New York
$193K -$28.6K -365 -13%
Teacher Retirement System of Texas
285
Teacher Retirement System of Texas
Texas
$182K -$9.5K -122 -5%
PG
286
PEAK6 Group
Illinois
$179K +$81.3K +1,045 +83%
IPC
287
Independent Portfolio Consultants
Florida
$151K +$5.85K +75 +4%
BEAM
288
Baker Ellis Asset Management
Washington
$121K -$23.4K -300 -16%
IRS
289
Invictus RG (Singapore)
Singapore
$117K -$31.2K -400 -21%
VFA
290
Virtus Fund Advisers
Connecticut
$114K -$548K -6,997 -83%
SG Americas Securities
291
SG Americas Securities
New York
$110K -$3.09M -39,548 -97%
ARMC
292
American Research & Management Company
Massachusetts
$109K -$5.84K -75 -5%
Citadel Advisors
293
Citadel Advisors
Florida
$106K -$1.28M -16,412 -92%
JIC
294
Joel Isaacson & Co
New York
$82K – – –
PAM
295
Panagora Asset Management
Massachusetts
$78K – – –
FANJ
296
Financial Architects (New Jersey)
New Jersey
$78K +$78K +1,000 New
Creative Planning
297
Creative Planning
Kansas
$77K -$7.81K -100 -9%
Loomis, Sayles & Company
298
Loomis, Sayles & Company
Massachusetts
$69K -$118K -1,517 -63%
Fifth Third Bancorp
299
Fifth Third Bancorp
Ohio
$51K – – –
CTC
300
Central Trust Company
Missouri
$47K -$29.2K -373 -38%
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