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SM Energy
SM

Overview Fund Activity

320 hedge funds and large institutions have $5.02B invested in SM Energy in 2014 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 127 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
9.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
42
Increased
127
Reduced
100
Closed
36
Calls
$73.7M
Puts
$242M
Net Calls
-$169M
Net Calls Change
-$119M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$62.9M
2
William Blair & Company
William Blair & Company
Illinois
+$55M
3
HCM
Herndon Capital Management
Georgia
+$48.2M
4
PIM
Perkins Investment Management
Illinois
+$44.5M
5
FPA
First Pacific Advisors
California
+$27.6M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$165M
2
RIM
Rainier Investment Management
Washington
-$60M
3
Norges Bank
Norges Bank
Norway
-$42.4M
4
Millennium Management
Millennium Management
New York
-$23.9M
5
Marshall Wace
Marshall Wace
United Kingdom
-$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
301
First Horizon Advisors
Tennessee
$41K +$6.11K +79 +18%
PTC
302
Private Trust Company
Ohio
$39K +$39K +494 New
LTFS
303
Ladenburg Thalmann Financial Services
Florida
$31K -$36.7K -472 -54%
Parallax Volatility Advisers
304
Parallax Volatility Advisers
California
$28K +$28K +364 New
QBFM
305
QS Batterymarch Financial Management
New York
$26K +$14.7K +181 +129%
EWM
306
Evercore Wealth Management
New York
$16K – – –
NFG
307
Next Financial Group
Texas
$16K +$16K +200 New
LFR
308
Lehman Financial Resources
Pennsylvania
$12K – – –
WCBA
309
Weaver C. Barksdale & Associates
Tennessee
$10K – – –
HRIA
310
Haberer Registered Investment Advisor
Ohio
$8K – – –
Manulife (Manufacturers Life Insurance)
311
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.93K +$183 +2,351 +3%
FNBT
312
FineMark National Bank & Trust
Florida
$6K – – –
WEC
313
Winslow Evans & Crocker
Massachusetts
$4.45K +$77 +1 +2%
DSC
314
Duncker Streett & Co
Missouri
$4K -$4K -55 -50%
NES
315
New England Securities
New York
$3K – – –
MA
316
MCF Advisors
Kentucky
$3K +$3K +36 New
MA
317
MUFG Americas
New York
$2K – – –
MFS
318
MSI Financial Services
Massachusetts
$2K – – –
ACS
319
Archford Capital Strategies
Illinois
$1K – – –
Lord, Abbett & Co
320
Lord, Abbett & Co
New Jersey
– -$165M -1,966,351 Closed
RIM
321
Rainier Investment Management
Washington
– -$60M -713,570 Closed
Marshall Wace
322
Marshall Wace
United Kingdom
– -$21.7M -258,181 Closed
Point72 Asset Management
323
Point72 Asset Management
Connecticut
– -$15.7M -186,910 Closed
BCM
324
Bodri Capital Management
California
– -$2.13M -160,000 Closed
BIM
325
Bogle Investment Management
Massachusetts
– -$8.65M -102,903 Closed
11 12
13
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