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SM Energy
SM

Overview Fund Activity

293 hedge funds and large institutions have $3.31B invested in SM Energy in 2015 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 100 increasing their positions, 108 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+14
Holders Change %
+5.02%
% of All Funds
7.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
60
Increased
100
Reduced
108
Closed
43
Calls
$93.1M
Puts
$88.3M
Net Calls
+$4.81M
Net Calls Change
-$3.29M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$198M
2
Citadel Advisors
Citadel Advisors
Florida
$50.1M
3
CCM
Causeway Capital Management
California
$39.4M
4
Goldman Sachs
Goldman Sachs
New York
$164M
5
BFA
BlackRock Fund Advisors
California
$113M

Top Sellers

1
AL
AJO LP
Pennsylvania
$14.6M
2
PIM
Perkins Investment Management
Illinois
$8.91M
3
FPA
First Pacific Advisors
California
$49.8M
4
Allianz Asset Management
Allianz Asset Management
Germany
$11.6M
5
Wells Fargo
Wells Fargo
California
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$27M -$20.5M -397,396 -43%
EM
27
Elliott Management
New York
$25.4M – – –
SGAM
28
Smith Group Asset Management
Texas
$24.9M +$24.9M +449,584 New
Ameriprise
29
Ameriprise
Minnesota
$24.2M -$5.24M -101,450 -18%
Deutsche Bank
30
Deutsche Bank
Germany
$22M +$9.54M +184,543 +77%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$21.9M -$4.28M -82,864 -16%
KL
32
KGH Ltd
Bahamas
$21.9M +$5.41M +104,698 +33%
UBS AM
33
UBS AM
Illinois
$20.9M +$18.9M +365,055 +909%
PCM
34
Palisade Capital Management
New Jersey
$20.6M -$2.63M -50,966 -11%
Point72 Asset Management
35
Point72 Asset Management
Connecticut
$20.1M +$20.1M +389,500 New
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$19.9M -$5.6M -108,433 -22%
AR
37
Advisory Research
Illinois
$19.2M +$11.4M +221,463 +147%
OAMA
38
Oslo Asset Management AS
Norway
$18.9M -$7.75M -150,000 -29%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$18.3M -$9.4M -181,946 -34%
Geode Capital Management
40
Geode Capital Management
Massachusetts
$18.3M +$957K +18,514 +6%
First Trust Advisors
41
First Trust Advisors
Illinois
$17.8M +$420K +8,120 +2%
MAA
42
Managed Account Advisors
New Jersey
$17.2M -$1.39M -26,868 -7%
GC
43
Guggenheim Capital
Illinois
$17M +$14M +270,153 +457%
WCM
44
Wedge Capital Management
North Carolina
$16.9M +$16.9M +327,620 New
CCP
45
Caymus Capital Partners
Texas
$16.8M +$16.8M +326,000 New
TCIM
46
TIAA CREF Investment Management
New York
$16.6M +$2.16M +41,818 +15%
FWCM
47
Ferguson Wellman Capital Management
Oregon
$15.6M +$15.6M +301,853 New
DMK
48
David M. Knott
$15.5M – – –
IA
49
Icon Advisers
Colorado
$15.1M -$3.85M -74,400 -20%
Bank of America
50
Bank of America
North Carolina
$14.9M -$935K -18,094 -6%
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