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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.

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 %
Two Sigma Advisers
26
Two Sigma Advisers
New York
$41.5M +$14.9M +179,800 +56%
BAMCO Inc
27
BAMCO Inc
New York
$41.4M +$41.6K +500 +0.1%
ECA
28
Encompass Capital Advisors
New York
$41.2M +$41.2M +495,509 New
Wells Fargo
29
Wells Fargo
California
$41.1M -$1.35M -16,270 -3%
Two Sigma Investments
30
Two Sigma Investments
New York
$38.4M +$3.11M +37,373 +9%
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$35.5M +$4.08M +49,070 +13%
NAP
32
New Amsterdam Partners
New York
$33.8M +$33.8M +406,343 New
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$32.1M +$6.03M +72,510 +23%
Invesco
34
Invesco
Georgia
$31.9M +$20.8M +250,561 +188%
Bank of America
35
Bank of America
North Carolina
$29.9M -$8.56M -102,945 -22%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$29.8M -$2.86M -34,410 -9%
CC
37
Carlson Capital
Texas
$29.2M -$19.6M -235,959 -40%
Luther King Capital Management (LKCM)
38
Luther King Capital Management (LKCM)
Texas
$29.1M -$2.27M -27,325 -7%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$28.7M -$6.62M -79,711 -19%
Deutsche Bank
40
Deutsche Bank
Germany
$28.6M +$14.8M +178,089 +107%
Morgan Stanley
41
Morgan Stanley
New York
$27.4M +$5.95M +71,597 +28%
Prudential Financial
42
Prudential Financial
New Jersey
$27.1M +$3.74M +45,060 +16%
CEP
43
Chicago Equity Partners
Illinois
$26.5M +$21.8M +262,045 +458%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$26.1M -$148K -1,782 -0.6%
Geode Capital Management
45
Geode Capital Management
Massachusetts
$25.7M +$2.19M +26,297 +9%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$23.4M +$20.7M +248,872 +760%
PCM
47
Palisade Capital Management
New Jersey
$22.9M -$187K -2,245 -0.8%
DS
48
Dudley & Shanley
Florida
$22.9M -$5.71M -68,750 -20%
OAM
49
Origin Asset Management
United Kingdom
$22M -$575K -6,919 -3%
GC
50
Guggenheim Capital
Illinois
$21.9M +$1.99M +23,908 +10%
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