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SM Energy
SM

Overview Fund Activity

306 hedge funds and large institutions have $4.3B invested in SM Energy in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 126 increasing their positions, 102 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-15
Holders Change %
-4.67%
% of All Funds
8.84%
Holding in Top 10
1
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-87.5%
% of All Funds
0.03%
New
40
Increased
126
Reduced
102
Closed
51
Calls
$26.7M
Puts
$26.6M
Net Calls
+$134K
Net Calls Change
+$34.8M

Top Buyers

1
HCM
Herndon Capital Management
Georgia
+$138M
2
Artisan Partners
Artisan Partners
Wisconsin
+$49.3M
3
AL
AJO LP
Pennsylvania
+$45.4M
4
EM
Elliott Management
New York
+$33.9M
5
VanEck Associates
VanEck Associates
New York
+$28.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$160M
2
Citadel Advisors
Citadel Advisors
Florida
-$112M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.6M
4
ECA
Encompass Capital Advisors
New York
-$41.2M
5
Ameriprise
Ameriprise
Minnesota
-$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$33.5M -$13.8M -192,914 -29%
AllianceBernstein
27
AllianceBernstein
Tennessee
$33.1M -$6.39M -89,597 -16%
Ninety One (UK)
28
Ninety One (UK)
United Kingdom
$31.4M +$20.3M +284,812 +182%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$29.6M -$840K -11,777 -3%
NAP
30
New Amsterdam Partners
New York
$29.1M +$125K +1,759 +0.4%
Jennison Associates
31
Jennison Associates
New York
$28.3M -$26.9M -377,131 -49%
First Trust Advisors
32
First Trust Advisors
Illinois
$27.6M +$17M +239,150 +161%
Deutsche Bank
33
Deutsche Bank
Germany
$27.2M +$2.67M +37,485 +11%
Morgan Stanley
34
Morgan Stanley
New York
$26.3M +$2.78M +39,016 +12%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$25.2M -$10.5M -146,700 -29%
MAA
36
Managed Account Advisors
New Jersey
$23.4M +$11.9M +166,898 +104%
Prudential Financial
37
Prudential Financial
New Jersey
$23.1M -$157K -2,200 -0.7%
Geode Capital Management
38
Geode Capital Management
Massachusetts
$22.9M +$934K +13,101 +4%
Bank of America
39
Bank of America
North Carolina
$22.8M -$2.86M -40,047 -11%
Marshall Wace
40
Marshall Wace
United Kingdom
$22.8M +$22.8M +319,129 New
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$22.3M -$3.26M -45,700 -13%
PCM
42
Palisade Capital Management
New Jersey
$21.6M +$1.95M +27,396 +10%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$21M -$3.55M -49,771 -14%
Citigroup
44
Citigroup
New York
$20.9M +$20.7M +289,722 +7,683%
Massachusetts Financial Services
45
Massachusetts Financial Services
Massachusetts
$20.6M -$6.93M -97,260 -25%
Allianz Asset Management
46
Allianz Asset Management
Germany
$19.8M +$1.85M +25,922 +10%
DS
47
Dudley & Shanley
Florida
$19.3M -$378K -5,300 -2%
GC
48
Guggenheim Capital
Illinois
$18.9M +$75.3K +1,056 +0.4%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$18.7M +$17.5M +246,088 +1,483%
HCM
50
Highbridge Capital Management
New York
$18.6M +$16.6M +233,183 +854%
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