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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 %
AAM
326
Archipel Asset Management
Sweden
– -$6.54M -77,779 Closed
LCM
327
Lucas Capital Management
New Jersey
– -$6.21M -73,800 Closed
BPGAM
328
BTG Pactual Global Asset Management
Bermuda
– -$3.84M -45,600 Closed
ARC
329
Absolute Return Capital
Massachusetts
– -$3.3M -39,231 Closed
AI
330
Atria Investments
North Carolina
– -$2.54M -30,225 Closed
SFP
331
Santa Fe Partners
New Mexico
– -$2.46M -29,247 Closed
STC
332
SEI Trust Company
Pennsylvania
– -$2.24M -26,630 Closed
AI
333
Analytic Investors
California
– -$1.16M -13,793 Closed
PC
334
Passport Capital
California
– -$1.15M -13,628 Closed
HI
335
HBK Investments
Texas
– -$997K -11,853 Closed
VAM
336
Visium Asset Management
New York
– -$888K -10,555 Closed
CL
337
CSS LLC
Illinois
– -$732K -8,700 Closed
Capital Fund Management (CFM)
338
Capital Fund Management (CFM)
France
– -$610K -7,248 Closed
EMG
339
Ellington Management Group
Connecticut
– -$530K -6,300 Closed
TRCT
340
Tower Research Capital (TRC)
New York
– -$470K -5,598 Closed
SCM
341
Sterling Capital Management
North Carolina
– -$412K -4,900 Closed
KeyBank National Association
342
KeyBank National Association
Ohio
– -$402K -4,780 Closed
HFS
343
HL Financial Services
Kentucky
– -$379K -4,510 Closed
PP
344
Paloma Partners
Connecticut
– -$362K -4,300 Closed
GF
345
Gerry Farber
New York
– -$311K -3,700 Closed
Janney Montgomery Scott
346
Janney Montgomery Scott
Pennsylvania
– -$288K -3,422 Closed
1GA
347
1st Global Advisors
Texas
– -$250K -2,967 Closed
GC
348
Guardian Capital
Ontario, Canada
– -$245K -2,908 Closed
TC
349
TradeLink Capital
Illinois
– -$221K -2,629 Closed
Walleye Trading
350
Walleye Trading
New York
– -$212 -2,521 Closed
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