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SM Energy
SM

Overview Fund Activity

279 hedge funds and large institutions have $2.47B invested in SM Energy in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 111 increasing their positions, 85 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-41
Holders Change %
-12.81%
% of All Funds
7.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
53
Increased
111
Reduced
85
Closed
90
Calls
$77.4M
Puts
$69.3M
Net Calls
+$8.1M
Net Calls Change
+$177M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$82.7M
2
BA
BlackRock Advisors
Delaware
+$27.9M
3
FPA
First Pacific Advisors
California
+$27.8M
4
Millennium Management
Millennium Management
New York
+$27.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$19.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$183M
2
Jennison Associates
Jennison Associates
New York
-$36.1M
3
AL
AJO LP
Pennsylvania
-$27.3M
4
William Blair & Company
William Blair & Company
Illinois
-$27.1M
5
GP
GLG Partners
United Kingdom
-$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$22.7M +$748K +19,399 +3%
Ameriprise
27
Ameriprise
Minnesota
$22M +$11.4M +294,457 +107%
Prudential Financial
28
Prudential Financial
New Jersey
$21.6M +$2.34M +60,650 +12%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$20.7M -$2.15M -55,622 -9%
OAMA
30
Oslo Asset Management AS
Norway
$19.9M +$6.75M +175,000 +51%
AQR Capital Management
31
AQR Capital Management
Connecticut
$19.8M +$5.92M +153,457 +43%
Massachusetts Financial Services
32
Massachusetts Financial Services
Massachusetts
$19.6M +$9.34M +242,174 +91%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$19.1M +$19.1M +494,129 New
EM
34
Elliott Management
New York
$18.9M – – –
PCM
35
Palisade Capital Management
New Jersey
$17.4M +$4.91M +127,282 +39%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$17.3M +$16.7M +433,545 +2,747%
SCM
37
SIR Capital Management
New York
$17.1M +$11.4M +295,700 +199%
DIA
38
Denver Investment Advisors
Colorado
$15.5M +$14.3M +369,667 +1,127%
IA
39
Icon Advisers
Colorado
$14.1M -$161K -4,163 -1%
MAA
40
Managed Account Advisors
New Jersey
$13.8M +$1.44M +37,254 +12%
First Trust Advisors
41
First Trust Advisors
Illinois
$13M +$1.35M +34,924 +12%
Geode Capital Management
42
Geode Capital Management
Massachusetts
$12.9M -$1.4M -36,318 -10%
KL
43
KGH Ltd
Bahamas
$12.3M +$12.3M +320,000 New
Bank of America
44
Bank of America
North Carolina
$11.9M -$6.48M -168,058 -35%
DMK
45
David M. Knott
$11.6M +$3.86M +100,000 +50%
TCIM
46
TIAA CREF Investment Management
New York
$10.8M -$20.1M -520,847 -65%
Franklin Resources
47
Franklin Resources
California
$10.6M +$1.5M +38,950 +17%
GF
48
Gabelli Funds
New York
$10.5M – – –
BIM
49
BlackRock Investment Management
Delaware
$10.1M +$1.87M +48,418 +23%
NRECA
50
National Rural Electric Cooperative Association
Virginia
$9.98M – – –
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