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SM Energy
SM

Overview Fund Activity

316 hedge funds and large institutions have $5.29B invested in SM Energy in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 111 increasing their positions, 120 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+10
Holders Change %
+3.27%
% of All Funds
9.09%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.14%
New
45
Increased
111
Reduced
120
Closed
33
Calls
$46M
Puts
$95.6M
Net Calls
-$49.6M
Net Calls Change
-$49.8M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$165M
2
Norges Bank
Norges Bank
Norway
+$46.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$44.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$32.6M
5
Millennium Management
Millennium Management
New York
+$29.1M

Top Sellers

1
HCM
Herndon Capital Management
Georgia
-$93.5M
2
CWAM
Columbia Wanger Asset Management
Illinois
-$26M
3
Citigroup
Citigroup
New York
-$24.6M
4
RIM
Rainier Investment Management
Washington
-$24M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$55K -$66.5K -786 -55%
FHA
302
First Horizon Advisors
Tennessee
$37K -$9.76K -119 -21%
EWM
303
Evercore Wealth Management
New York
$17K -$5.7K -67 -25%
LFR
304
Lehman Financial Resources
Pennsylvania
$13K -$8.67K -100 -40%
QBFM
305
QS Batterymarch Financial Management
New York
$12K – – –
WCBA
306
Weaver C. Barksdale & Associates
Tennessee
$11K -$853 -10 -7%
DSC
307
Duncker Streett & Co
Missouri
$9K +$4.5K +55 +100%
HRIA
308
Haberer Registered Investment Advisor
Ohio
$8K – – –
VAM
309
Visionary Asset Management
Texas
$7K +$7K +86 New
FNBT
310
FineMark National Bank & Trust
Florida
$6K -$21.9K -277 -78%
WEC
311
Winslow Evans & Crocker
Massachusetts
$4.79K – – –
NES
312
New England Securities
New York
$3K – – –
MA
313
MUFG Americas
New York
$2K – – –
MFS
314
MSI Financial Services
Massachusetts
$2K – – –
ACS
315
Archford Capital Strategies
Illinois
$841 – – –
Walleye Trading
316
Walleye Trading
New York
$212 +$42 +495 +24%
D.E. Shaw & Co
317
D.E. Shaw & Co
New York
– -$18.7M -262,682 Closed
SCM
318
SIR Capital Management
New York
– -$15.8M -221,260 Closed
Arrowstreet Capital
319
Arrowstreet Capital
Massachusetts
– -$9M -126,290 Closed
MBI
320
Montrusco Bolton Investments
Quebec, Canada
– -$5.96M -83,575 Closed
SCA
321
SAC Capital Advisors
Connecticut
– -$4.36M -61,108 Closed
WMSA
322
Weiss Multi-Strategy Advisers
New York
– -$3.9M -54,660 Closed
SCM
323
Stevens Capital Management
Pennsylvania
– -$3.48M -48,821 Closed
CCP
324
Caymus Capital Partners
Texas
– -$2.88M -40,335 Closed
ST
325
Spot Trading
Illinois
– -$2.39M -33,557 Closed
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