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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 %
CCP
326
Clough Capital Partners
Massachusetts
– -$20.4M -264,200 Closed
Boston Partners
327
Boston Partners
Massachusetts
– -$18.2M -235,904 Closed
BCM
328
BBT Capital Management
Texas
– -$9.84M -127,500 Closed
PP
329
Peconic Partners
New York
– -$4.96M -64,268 Closed
SEP
330
Sound Energy Partners
Connecticut
– -$3.88M -50,300 Closed
BCMU
331
BlueCrest Capital Management (UK)
Guernsey
– -$3.24M -42,000 Closed
ARTA
332
A.R.T. Advisors
New York
– -$3.2M -41,409 Closed
MFIMFI
333
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$2.97M -38,419 Closed
TCM
334
Texan Capital Management
Texas
– -$2.8M -36,290 Closed
SBCM
335
Schwerin Boyle Capital Management
Massachusetts
– -$1.93M -25,000 Closed
USGIU
336
U.S. Global Investors (USGI)
Texas
– -$1.93M -25,000 Closed
CIBC World Market
337
CIBC World Market
Ontario, Canada
– -$1.36M -17,556 Closed
Susquehanna International Group
338
Susquehanna International Group
Pennsylvania
– -$1.16M -15,062 Closed
Credit Agricole
339
Credit Agricole
France
– -$1.03M -13,400 Closed
PC
340
Passport Capital
California
– -$932K -12,077 Closed
Renaissance Technologies
341
Renaissance Technologies
New York
– -$841K -10,900 Closed
CCIA
342
Campbell & Co Investment Adviser
Maryland
– -$726K -9,400 Closed
SFP
343
Santa Fe Partners
New Mexico
– -$588K -7,618 Closed
FCBT
344
First Citizens Bank & Trust
North Carolina
– -$482K -6,243 Closed
IPC
345
Independent Portfolio Consultants
Florida
– -$375K -4,860 Closed
QIM
346
Quantitative Investment Management
Virginia
– -$339K -4,400 Closed
UCFA
347
United Capital Financial Advisors
Texas
– -$240K -3,105 Closed
WAM
348
Wolverine Asset Management
Illinois
– -$212K -2,759 Closed
Group One Trading
349
Group One Trading
Illinois
– -$164K -2,128 Closed
PAS
350
Partnervest Advisory Services
California
– -$21K -275 Closed
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