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SM Energy
SM

Overview Fund Activity

282 hedge funds and large institutions have $4.67B invested in SM Energy in 2013 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 99 increasing their positions, 97 reducing their positions, and 29 closing their positions.

Holders
282
Holders Change
+24
Holders Change %
+9.3%
% of All Funds
9.15%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
55
Increased
99
Reduced
97
Closed
29
Calls
$58.3M
Puts
$42.2M
Net Calls
+$16.1M
Net Calls Change
+$13.9M

Top Buyers

1
CC
1
Carlson Capital
Texas
$45.4M
2
AL
2
AJO LP
Pennsylvania
$27.7M
3
Jennison Associates
3
Jennison Associates
New York
$27.6M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$32.8M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$24.7M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$27M
2
Franklin Resources
2
Franklin Resources
California
$30.5M
3
Boston Partners
3
Boston Partners
Massachusetts
$18.2M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$34M
5
PP
5
Peconic Partners
New York
$4.96M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$35.7M 463,126 +161,395 +53%
Mackenzie Financial
27
Mackenzie Financial
Ontario, Canada
$34M 441,000 -413,300 -48%
Two Sigma Investments
28
Two Sigma Investments
New York
$32.8M 425,242 +334,642 +369%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$32.8M 424,431 +51,029 +14%
SCM
30
SIR Capital Management
New York
$32M 415,050 +98,900 +31%
Franklin Resources
31
Franklin Resources
California
$30.5M 394,910 -501,290 -56%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$30.3M 393,068 +74,238 +23%
FCM
33
Frontier Capital Management
Massachusetts
$29.6M 384,017 +29,358 +8%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$29.2M 378,023 -5,060 -1%
Luther King Capital Management (LKCM)
35
Luther King Capital Management (LKCM)
Texas
$29.1M 377,354 -9,491 -2%
BG
36
BlackRock Group
United Kingdom
$29M 375,483 +23,901 +7%
WMSA
37
Weiss Multi-Strategy Advisers
New York
$28M 363,000 -74,500 -17%
AL
38
AJO LP
Pennsylvania
$27.7M 358,900 +358,900 New
Jennison Associates
39
Jennison Associates
New York
$27.6M 357,458 +357,458 New
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$27M 350,000 -936,756 -73%
TCIM
41
TIAA CREF Investment Management
New York
$26.6M 345,136 +14,637 +4%
DS
42
Dudley & Shanley
Florida
$26.6M 344,500 -31,600 -8%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$24.7M 319,843 +288,000 +904%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$24.4M 315,495 -279 -0.1%
Massachusetts Financial Services
45
Massachusetts Financial Services
Massachusetts
$24.2M 313,670 -173,887 -36%
Geode Capital Management
46
Geode Capital Management
Massachusetts
$21.8M 282,359 +24,845 +10%
Prudential Financial
47
Prudential Financial
New Jersey
$21.7M 281,300 +49,388 +21%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$21.6M 279,837 -1,700 -0.6%
PCM
49
Palisade Capital Management
New Jersey
$21.5M 278,240 -435 -0.2%
OAM
50
Origin Asset Management
United Kingdom
$21M 272,200 +272,200 New
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