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SM Energy
SM

Overview Fund Activity

293 hedge funds and large institutions have $3.31B invested in SM Energy in 2015 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 100 increasing their positions, 108 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+14
Holders Change %
+5.02%
% of All Funds
7.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
60
Increased
100
Reduced
108
Closed
43
Calls
$93.1M
Puts
$88.3M
Net Calls
+$4.81M
Net Calls Change
-$3.29M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$198M
2
Citadel Advisors
Citadel Advisors
Florida
$50.1M
3
CCM
Causeway Capital Management
California
$39.4M
4
Goldman Sachs
Goldman Sachs
New York
$164M
5
BFA
BlackRock Fund Advisors
California
$113M

Top Sellers

1
AL
AJO LP
Pennsylvania
$14.6M
2
PIM
Perkins Investment Management
Illinois
$8.91M
3
FPA
First Pacific Advisors
California
$49.8M
4
Allianz Asset Management
Allianz Asset Management
Germany
$11.6M
5
Wells Fargo
Wells Fargo
California
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
301
Arete Wealth Advisors
Illinois
– -$1.82M -47,041 Closed
Lazard Asset Management
302
Lazard Asset Management
New York
– -$1.57M -40,582 Closed
LFM
303
Lumina Fund Management
New York
– -$1.48M -38,300 Closed
LCM
304
Leonard Capital Management
Florida
– -$1.43M -37,000 Closed
USGIU
305
U.S. Global Investors (USGI)
Texas
– -$1.16M -30,000 Closed
Tudor Investment Corp
306
Tudor Investment Corp
Connecticut
– -$1.08M -27,906 Closed
DCM
307
Dynamic Capital Management
Jersey
– -$808K -20,949 Closed
B
308
Baird
Wisconsin
– -$701K -18,172 Closed
SIP
309
Stoneridge Investment Partners
Pennsylvania
– -$687K -17,800 Closed
TC
310
TFS Capital
Pennsylvania
– -$682K -17,665 Closed
QT
311
Quantbot Technologies
New York
– -$397K -10,301 Closed
LMAM
312
Legg Mason Asset Management
Japan
– -$371K -9,600 Closed
WAM
313
Wolverine Asset Management
Illinois
– -$321K -8,339 Closed
SCM
314
Shelton Capital Management
Colorado
– -$279K -7,223 Closed
FNBOO
315
First National Bank of Omaha
Nebraska
– -$277K -7,175 Closed
VKH
316
Virtu KCG Holdings
New York
– -$277K -7,173 Closed
HI
317
Horizon Investments
North Carolina
– -$267K -6,921 Closed
EGM
318
Engineers Gate Manager
New York
– -$252K -6,519 Closed
SCM
319
Stevens Capital Management
Pennsylvania
– -$217K -5,631 Closed
SFT
320
Simmons First Trust
Arkansas
– -$215K -5,571 Closed
M&T Bank
321
M&T Bank
New York
– -$202K -5,235 Closed
AP
322
Advisors Preferred
Maryland
– -$197K -5,100 Closed
Simplex Trading
323
Simplex Trading
Illinois
– -$141K -3,657 Closed
TRCT
324
Tower Research Capital (TRC)
New York
– -$103K -2,669 Closed
SEC
325
Seven Eight Capital
New York
– -$102K -2,646 Closed
10 11 12
13
14