SM icon

SM Energy
SM

Overview Fund Activity

293 hedge funds and large institutions have $3.31B invested in SM Energy in 2015 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 100 increasing their positions, 108 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+14
Holders Change %
+5.02%
% of All Funds
7.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
60
Increased
100
Reduced
108
Closed
43
Calls
$93.1M
Puts
$88.3M
Net Calls
+$4.81M
Net Calls Change
-$3.29M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$198M
2
Citadel Advisors
Citadel Advisors
Florida
$50.1M
3
CCM
Causeway Capital Management
California
$39.4M
4
Goldman Sachs
Goldman Sachs
New York
$164M
5
BFA
BlackRock Fund Advisors
California
$113M

Top Sellers

1
AL
AJO LP
Pennsylvania
$14.6M
2
PIM
Perkins Investment Management
Illinois
$8.91M
3
FPA
First Pacific Advisors
California
$49.8M
4
Allianz Asset Management
Allianz Asset Management
Germany
$11.6M
5
Wells Fargo
Wells Fargo
California
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
276
Zurich Cantonal Bank
Switzerland
$16K +$16K +307 New
W
277
Wealthfront
California
$14K +$13.9K +272 +27,200%
IMS
278
Index Management Solutions
Pennsylvania
$14K +$14K +280 New
WCBA
279
Weaver C. Barksdale & Associates
Tennessee
$13K -$5.23K -99 -29%
NFG
280
Next Financial Group
Texas
$10K – – –
EWM
281
Evercore Wealth Management
New York
$10K – – –
FANJ
282
Financial Architects (New Jersey)
New Jersey
$9K +$9K +168 New
CGT
283
Capital Guardian Trust
California
$9K +$9K +176 New
FTUS
284
Flow Traders U.S.
New York
$5K +$5K +100 New
Manulife (Manufacturers Life Insurance)
285
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.74K +$293 +5,663 +7%
LTFS
286
Ladenburg Thalmann Financial Services
Florida
$4K -$7.67K -161 -66%
DSC
287
Duncker Streett & Co
Missouri
$3K – – –
WEC
288
Winslow Evans & Crocker
Massachusetts
$2.95K – – –
SEI Investments
289
SEI Investments
Pennsylvania
$2K -$4.26K -100 -68%
MA
290
MUFG Americas
New York
$1K -$786 -11 -44%
ACS
291
Archford Capital Strategies
Illinois
$517 – – –
ICM
292
Intrepid Capital Management
Florida
– -$9.93M -257,480 Closed
AA
293
Alta Advisers
United Kingdom
– -$6.83M -176,930 Closed
Two Sigma Advisers
294
Two Sigma Advisers
New York
– -$6.29M -163,139 Closed
Jacobs Levy Equity Management
295
Jacobs Levy Equity Management
New Jersey
– -$4.85M -125,690 Closed
JHIU
296
Janus Henderson Investors US
Colorado
– -$3.87M -100,300 Closed
BCM
297
Boyle Capital Management
Iowa
– -$3.48M -90,239 Closed
AAM
298
Ardevora Asset Management
United Kingdom
– -$2.73M -70,666 Closed
BIM
299
Bogle Investment Management
Massachusetts
– -$2.43M -63,000 Closed
BPGAM
300
BTG Pactual Global Asset Management
Bermuda
– -$1.93M -50,000 Closed
10 11
12
13 14