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SM Energy
SM

Overview Fund Activity

306 hedge funds and large institutions have $4.3B invested in SM Energy in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 126 increasing their positions, 102 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-15
Holders Change %
-4.67%
% of All Funds
8.84%
Holding in Top 10
1
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-87.5%
% of All Funds
0.03%
New
40
Increased
126
Reduced
102
Closed
51
Calls
$26.7M
Puts
$26.6M
Net Calls
+$134K
Net Calls Change
+$34.8M

Top Buyers

1
HCM
Herndon Capital Management
Georgia
+$138M
2
Artisan Partners
Artisan Partners
Wisconsin
+$49.3M
3
AL
AJO LP
Pennsylvania
+$45.4M
4
EM
Elliott Management
New York
+$33.9M
5
VanEck Associates
VanEck Associates
New York
+$28.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$160M
2
Citadel Advisors
Citadel Advisors
Florida
-$112M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.6M
4
ECA
Encompass Capital Advisors
New York
-$41.2M
5
Ameriprise
Ameriprise
Minnesota
-$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NES
301
New England Securities
New York
$3K – – –
MFS
302
MSI Financial Services
Massachusetts
$2K – – –
MA
303
MUFG Americas
New York
$2K +$320 +4 +19%
LNB
304
Ledyard National Bank
$1K -$1.08K -14 -52%
ACS
305
Archford Capital Strategies
Illinois
$713 +$713 +10 New
Walleye Trading
306
Walleye Trading
New York
$144 +$20 +281 +16%
ECA
307
Encompass Capital Advisors
New York
– -$41.2M -495,509 Closed
CC
308
Carlson Capital
Texas
– -$29.2M -351,826 Closed
OAM
309
Origin Asset Management
United Kingdom
– -$22M -265,281 Closed
SFM
310
Systematic Financial Management
New Jersey
– -$18.6M -223,654 Closed
QI
311
QS Investors
New York
– -$12.8M -153,600 Closed
PMAM
312
Picton Mahoney Asset Management
Ontario, Canada
– -$11.1M -133,500 Closed
GCM
313
Graham Capital Management
Connecticut
– -$11.1M -133,200 Closed
DCM
314
Decade Capital Management
New York
– -$10.1M -122,052 Closed
SCM
315
Sigma Capital Management
Connecticut
– -$8.49M -102,182 Closed
FAM
316
Fred Alger Management
New York
– -$6.12M -73,599 Closed
IIM
317
Ivory Investment Management
New York
– -$5.84M -70,219 Closed
CM
318
Castleark Management
Illinois
– -$5.74M -69,000 Closed
NCCM
319
Nine Chapters Capital Management
New Jersey
– -$3.41M -41,000 Closed
BAAM
320
Baker Avenue Asset Management
California
– -$3.24M -38,920 Closed
SAM
321
Sentinel Asset Management
Vermont
– -$3.23M -38,800 Closed
AG
322
Algert Global
California
– -$3.21M -38,620 Closed
Lord, Abbett & Co
323
Lord, Abbett & Co
New Jersey
– -$2.83M -34,000 Closed
CMBA
324
C.M. Bidwell & Associates
Hawaii
– -$2.71M -32,655 Closed
VAM
325
Visium Asset Management
New York
– -$1.77M -21,276 Closed
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