SM icon

SM Energy
SM

Overview Fund Activity

320 hedge funds and large institutions have $5.02B invested in SM Energy in 2014 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 127 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
9.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
42
Increased
127
Reduced
100
Closed
36
Calls
$73.7M
Puts
$242M
Net Calls
-$169M
Net Calls Change
-$119M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$79.4M
2
William Blair & Company
William Blair & Company
Illinois
$55.3M
3
HCM
Herndon Capital Management
Georgia
$171M
4
PIM
Perkins Investment Management
Illinois
$44.5M
5
FPA
First Pacific Advisors
California
$75M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
2
RIM
Rainier Investment Management
Washington
$0
3
Norges Bank
Norges Bank
Norway
$44.4M
4
Millennium Management
Millennium Management
New York
$16.7M
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$41.4M +$2.33M +29,899 +6%
BAMCO Inc
27
BAMCO Inc
New York
$40.3M +$772K +9,900 +2%
BA
28
BlackRock Advisors
Delaware
$40M -$4.11M -52,661 -9%
GCM
29
Geneva Capital Management
Wisconsin
$39.1M +$19.7M +252,758 +102%
Prudential Financial
30
Prudential Financial
New Jersey
$38.9M +$8.14M +104,383 +26%
Charles Schwab
31
Charles Schwab
California
$38.6M -$1.7M -21,752 -4%
EM
32
Elliott Management
New York
$38.3M – – –
Bank of America
33
Bank of America
North Carolina
$37.1M +$1.85M +23,768 +5%
Jennison Associates
34
Jennison Associates
New York
$36.1M +$5.13M +65,760 +17%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$35.3M -$13.6M -173,831 -28%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$33M +$13.3K +170 +0%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$29M -$5.28M -67,700 -15%
Geode Capital Management
38
Geode Capital Management
Massachusetts
$29M -$3.98M -51,064 -12%
IA
39
Icon Advisers
Colorado
$28.9M +$7.11M +91,200 +33%
AQR Capital Management
40
AQR Capital Management
Connecticut
$28.2M -$238K -3,056 -0.8%
Deutsche Bank
41
Deutsche Bank
Germany
$28.1M +$7.51M +96,329 +37%
Allianz Asset Management
42
Allianz Asset Management
Germany
$28M +$6.64M +85,147 +31%
OAMA
43
Oslo Asset Management AS
Norway
$26.6M +$9.05M +116,000 +52%
NFA
44
Nationwide Fund Advisors
Ohio
$26.3M +$11.8M +150,666 +81%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$25.5M -$6.14M -78,720 -19%
Morgan Stanley
46
Morgan Stanley
New York
$25.2M -$6.69M -85,827 -21%
PCM
47
Palisade Capital Management
New Jersey
$25.2M +$919K +11,783 +4%
MAA
48
Managed Account Advisors
New Jersey
$25.1M +$7.12M +91,302 +40%
First Trust Advisors
49
First Trust Advisors
Illinois
$23.5M -$194K -2,489 -0.8%
GP
50
GLG Partners
United Kingdom
$23.2M +$23.2M +297,857 New
1
2
3 4 5