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SM Energy
SM

258 hedge funds and large institutions have $3.57B invested in SM Energy in 2013 Q2 according to their latest regulatory filings, with 258 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

90.32% more ownership

Funds ownership: 0% → 90.32% (+90%)

9% more call options, than puts

Call options by funds: $26.8M | Put options by funds: $24.6M

Holders
258
Holders Change
+258
Holders Change %
–
% of All Funds
8.42%
Holding in Top 10
10
Holding in Top 10 Change
+10
Holding in Top 10 Change %
% of All Funds
0.33%
New
258
Increased
–
Reduced
–
Closed
–
Calls
$26.8M
Puts
$24.6M
Net Calls
+$2.21M
Net Calls Change
+$2.21M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$31.1M +$31.6M +518,148 New
BAMCO Inc
27
BAMCO Inc
New York
$29.9M +$30.3M +497,748 New
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$29.2M +$29.7M +487,557 New
NAMA
29
Nikko Asset Management Americas
New York
$27.4M +$27.9M +457,280 New
WMSA
30
Weiss Multi-Strategy Advisers
New York
$26.2M +$26.7M +437,500 New
PP
31
Peconic Partners
New York
$24M +$24.4M +400,600 New
Wells Fargo
32
Wells Fargo
California
$23.3M +$23.7M +389,104 New
Luther King Capital Management (LKCM)
33
Luther King Capital Management (LKCM)
Texas
$23.2M +$23.6M +386,845 New
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$23M +$23.4M +383,083 New
DS
35
Dudley & Shanley
Florida
$22.6M +$22.9M +376,100 New
JP Morgan Chase
36
JP Morgan Chase
New York
$22.4M +$22.8M +373,402 New
FCM
37
Frontier Capital Management
Massachusetts
$21.3M +$21.6M +354,659 New
BG
38
BlackRock Group
United Kingdom
$21.1M +$21.4M +351,582 New
SCM
39
Sigma Capital Management
Connecticut
$21M +$21.3M +350,000 New
TCIM
40
TIAA CREF Investment Management
New York
$19.8M +$20.1M +330,499 New
SCM
41
SIR Capital Management
New York
$19M +$19.3M +316,150 New
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$18.9M +$19.3M +315,774 New
Bank of America
43
Bank of America
North Carolina
$18.1M +$18.4M +301,731 New
DMK
44
David M. Knott
$18M +$18.3M +300,000 New
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$16.9M +$17.2M +281,537 New
PCM
46
Palisade Capital Management
New Jersey
$16.7M +$17M +278,675 New
KCM
47
Kennedy Capital Management
Missouri
$16.3M +$16.6M +272,438 New
FAM
48
Fred Alger Management
New York
$16.1M +$16.4M +268,223 New
NRECA
49
National Rural Electric Cooperative Association
Virginia
$15.5M +$15.8M +258,600 New
Geode Capital Management
50
Geode Capital Management
Massachusetts
$15.4M +$15.7M +257,514 New
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SM Hedge Fund Activity: Q2 2013 in Review

258 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q2 2013, worth a combined $3.57B.

Buyers outnumbered sellers: 258 funds opened new SM positions and 0 closed out — a net gain of 258 holders — while 0 added to existing stakes and 0 trimmed.

  • 258 institutional investors held SM Energy (SM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.57B of SM Energy stock for Q2 2013.
  • 258 funds opened new SM Energy positions in Q2 2013 and 0 closed out, a net change of +258 holders.

Based on aggregated 13F filings for Q2 2013.