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SM Energy
SM

Overview Fund Activity

282 hedge funds and large institutions have $3.18B invested in SM Energy in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 94 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-11
Holders Change %
-3.75%
% of All Funds
7.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
35
Increased
111
Reduced
94
Closed
44
Calls
$60.3M
Puts
$75.2M
Net Calls
-$14.9M
Net Calls Change
-$19.7M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$279M
2
KL
KGH Ltd
Bahamas
$77.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$226M
4
Macquarie Group
Macquarie Group
Australia
$56.6M
5
HCM
Herndon Capital Management
Georgia
$138M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$76K
2
SCM
SIR Capital Management
New York
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.96M
4
Millennium Management
Millennium Management
New York
$3.05M
5
BA
BlackRock Advisors
Delaware
$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
276
Winslow Evans & Crocker
Massachusetts
$2.63K – – –
LTFS
277
Ladenburg Thalmann Financial Services
Florida
$2K -$1.57K -37 -44%
GWA
278
Genesis Wealth Advisors
Massachusetts
$1.94K +$1.94K +42 New
Nuveen Asset Management
279
Nuveen Asset Management
Illinois
$1.26K – – –
SEI Investments
280
SEI Investments
Pennsylvania
$1K -$1.35K -27 -57%
IWM
281
Integrated Wealth Management
California
$1K +$700 +14 +233%
SCP
282
Syntal Capital Partners
Texas
$23 – – –
SCM
283
SIR Capital Management
New York
– -$27.1M -524,100 Closed
AL
284
AJO LP
Pennsylvania
– -$14.6M -282,580 Closed
ECA
285
Encompass Capital Advisors
New York
– -$12.9M -250,000 Closed
VWM
286
Valley Wealth Managers
New Jersey
– -$10.3M -198,460 Closed
IG
287
ING Group
Netherlands
– -$8.35M -161,458 Closed
D.E. Shaw & Co
288
D.E. Shaw & Co
New York
– -$7.73M -149,657 Closed
Wellington Management Group
289
Wellington Management Group
Massachusetts
– -$4.48M -86,600 Closed
GP
290
GLG Partners
United Kingdom
– -$4.38M -84,717 Closed
QI
291
QS Investors
New York
– -$3.72M -72,000 Closed
TCM
292
Tributary Capital Management
Nebraska
– -$3.66M -70,899 Closed
NC
293
Nicholas Company
Wisconsin
– -$3.64M -70,500 Closed
BCM
294
Bodri Capital Management
California
– -$3.62M -70,000 Closed
JIM
295
Jupiter Investment Management
United Kingdom
– -$3.61M -69,914 Closed
CM
296
Castleark Management
Illinois
– -$3.28M -63,400 Closed
DIA
297
Dean Investment Associates
Ohio
– -$2.65M -51,285 Closed
DCM
298
Driehaus Capital Management
Illinois
– -$2.34M -45,351 Closed
1CM
299
1492 Capital Management
Wisconsin
– -$1.99M -38,407 Closed
MAM
300
Martingale Asset Management
Massachusetts
– -$1.84M -35,518 Closed
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