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SM Energy
SM

Overview Fund Activity

279 hedge funds and large institutions have $2.47B invested in SM Energy in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 111 increasing their positions, 85 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-41
Holders Change %
-12.81%
% of All Funds
7.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
53
Increased
111
Reduced
85
Closed
90
Calls
$77.4M
Puts
$69.3M
Net Calls
+$8.1M
Net Calls Change
+$177M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$82.7M
2
BA
BlackRock Advisors
Delaware
+$27.9M
3
FPA
First Pacific Advisors
California
+$27.8M
4
Millennium Management
Millennium Management
New York
+$27.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$19.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$183M
2
Jennison Associates
Jennison Associates
New York
-$36.1M
3
AL
AJO LP
Pennsylvania
-$27.3M
4
William Blair & Company
William Blair & Company
Illinois
-$27.1M
5
GP
GLG Partners
United Kingdom
-$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
326
Placemark Investments
Illinois
– -$397K -5,103 Closed
WIC
327
Wilkins Investment Counsel
Massachusetts
– -$390K -5,000 Closed
B
328
Barings
North Carolina
– -$382K -4,900 Closed
NCIM
329
New Century Investment Management
Michigan
– -$379K -4,853 Closed
Jane Street
330
Jane Street
New York
– -$377K -4,832 Closed
DWA
331
Douglass Winthrop Advisors
New York
– -$372K -4,775 Closed
UCFA
332
United Capital Financial Advisors
Texas
– -$366K -4,688 Closed
HSBC Holdings
333
HSBC Holdings
United Kingdom
– -$362K -4,655 Closed
DTL
334
Dynamic Technology Lab
Singapore
– -$351K -4,496 Closed
Truist Financial
335
Truist Financial
North Carolina
– -$332K -4,260 Closed
USAA
336
United Services Automobile Association
Texas
– -$328K -4,200 Closed
MAM
337
Meeder Asset Management
Ohio
– -$307K -3,940 Closed
PAM
338
Princeton Alpha Management
New Jersey
– -$305K -3,905 Closed
GKIM
339
GW&K Investment Management
Massachusetts
– -$302K -3,875 Closed
BOH
340
Bank of Hawaii
Hawaii
– -$280K -3,593 Closed
SKK
341
Shepherd Kaplan Krochuk
Massachusetts
– -$278K -3,571 Closed
1CM
342
1492 Capital Management
Wisconsin
– -$276K -3,535 Closed
Verition Fund Management
343
Verition Fund Management
Connecticut
– -$257K -3,296 Closed
FFS
344
Founders Financial Securities
Maryland
– -$252K -3,235 Closed
GLA
345
Great Lakes Advisors
Illinois
– -$252K -3,232 Closed
LPL Financial
346
LPL Financial
California
– -$244K -3,226 Closed
ZDA
347
Zweig-DiMenna Associates
New York
– -$242K -3,100 Closed
ST
348
Smithfield Trust
Pennsylvania
– -$229K -2,938 Closed
TI
349
Turner Investments
Pennsylvania
– -$228K -2,925 Closed
RCAG
350
Rehmann Capital Advisory Group
Michigan
– -$223K -2,855 Closed
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