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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 %
LTFS
301
Ladenburg Thalmann Financial Services
Florida
$85K +$45.8K +554 +117%
PAM
302
Panagora Asset Management
Massachusetts
$83K -$91.3K -1,100 -52%
ECM
303
ETrade Capital Management
Virginia
$70K +$70K +838 New
CRCP
304
Copper Rock Capital Partners
Massachusetts
$58K +$58K +700 New
IC
305
IKOS CIF
Cyprus
$52K +$52K +650 New
FHA
306
First Horizon Advisors
Tennessee
$31K -$10.8K -136 -26%
EWM
307
Evercore Wealth Management
New York
$22K -$21.9K -266 -50%
TRCT
308
Tower Research Capital (TRC)
New York
$22K +$22K +264 New
WCBA
309
Weaver C. Barksdale & Associates
Tennessee
$10K +$2K +25 +25%
FNBT
310
FineMark National Bank & Trust
Florida
$10K +$10K +121 New
Manulife (Manufacturers Life Insurance)
311
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.21K +$1.12K +13,463 +16%
HRIA
312
Haberer Registered Investment Advisor
Ohio
$8K – – –
ST
313
SpiderRock Trading
Illinois
$8K – – –
LFR
314
Lehman Financial Resources
Pennsylvania
$8K – – –
DSC
315
Duncker Streett & Co
Missouri
$5K – – –
WEC
316
Winslow Evans & Crocker
Massachusetts
$5K +$5K +57 New
NES
317
New England Securities
New York
$3K – – –
Creative Planning
318
Creative Planning
Kansas
$2K – – –
MFS
319
MSI Financial Services
Massachusetts
$2K – – –
MA
320
MUFG Americas
New York
$2K +$2K +21 New
LNB
321
Ledyard National Bank
$2K +$2K +27 New
DIA
322
Denver Investment Advisors
Colorado
$1.65K – – –
Mackenzie Financial
323
Mackenzie Financial
Ontario, Canada
– -$34M -441,000 Closed
FCM
324
Frontier Capital Management
Massachusetts
– -$29.6M -384,017 Closed
Balyasny Asset Management
325
Balyasny Asset Management
Illinois
– -$27M -350,000 Closed
11 12
13
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