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SM Energy
SM

Overview Fund Activity

316 hedge funds and large institutions have $5.29B invested in SM Energy in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 111 increasing their positions, 120 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+10
Holders Change %
+3.27%
% of All Funds
9.09%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.14%
New
45
Increased
111
Reduced
120
Closed
33
Calls
$46M
Puts
$95.6M
Net Calls
-$49.6M
Net Calls Change
-$49.8M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$165M
2
Norges Bank
Norges Bank
Norway
$93.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$394M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$113M
5
Millennium Management
Millennium Management
New York
$43.7M

Top Sellers

1
HCM
Herndon Capital Management
Georgia
$140M
2
CWAM
Columbia Wanger Asset Management
Illinois
$87.8M
3
Citigroup
Citigroup
New York
$239K
4
RIM
Rainier Investment Management
Washington
$60M
5
AllianceBernstein
AllianceBernstein
Tennessee
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$42.1M +$2.21M +26,254 +6%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$41.7M +$2.02M +24,061 +5%
EM
28
Elliott Management
New York
$41.3M +$1.31M +15,600 +3%
Wells Fargo
29
Wells Fargo
California
$40.9M -$1.67M -19,855 -4%
Bank of America
30
Bank of America
North Carolina
$38M +$11.1M +131,403 +41%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$36.9M +$7.23M +86,000 +24%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$35.5M +$616K +7,330 +2%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$35.5M +$8.45M +100,478 +31%
Morgan Stanley
34
Morgan Stanley
New York
$34.4M +$3.33M +39,550 +11%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$34.2M +$7.85M +93,310 +30%
Jennison Associates
36
Jennison Associates
New York
$33.4M +$925 +11 +0%
Prudential Financial
37
Prudential Financial
New Jersey
$33.1M +$5.88M +69,907 +22%
AQR Capital Management
38
AQR Capital Management
Connecticut
$30.6M +$13.5M +160,800 +79%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$26.5M +$1.67M +19,833 +7%
PCM
40
Palisade Capital Management
New Jersey
$26.1M +$626K +7,443 +2%
First Trust Advisors
41
First Trust Advisors
Illinois
$25.5M -$7.05M -83,867 -22%
Ameriprise
42
Ameriprise
Minnesota
$23.9M +$3.23M +38,453 +16%
AAMU
43
Amundi Asset Management US
Massachusetts
$23.7M +$23.7M +281,332 New
IA
44
Icon Advisers
Colorado
$23.5M +$5.06M +60,200 +27%
Allianz Asset Management
45
Allianz Asset Management
Germany
$23.1M -$299K -3,555 -1%
DS
46
Dudley & Shanley
Florida
$22.9M +$202K +2,400 +0.9%
Deutsche Bank
47
Deutsche Bank
Germany
$22.2M -$9.96M -118,431 -31%
NRECA
48
National Rural Electric Cooperative Association
Virginia
$21.7M – – –
Marshall Wace
49
Marshall Wace
United Kingdom
$21.7M -$5.13M -60,948 -19%
GC
50
Guggenheim Capital
Illinois
$21.2M -$1.11M -13,179 -5%
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