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SM Energy
SM

Overview Fund Activity

241 hedge funds and large institutions have $1.72B invested in SM Energy in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 65 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-24
Holders Change %
-9.06%
% of All Funds
6.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
28
Increased
111
Reduced
65
Closed
49
Calls
$21.8M
Puts
$32.2M
Net Calls
-$10.3M
Net Calls Change
-$3.24M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$132M
2
KL
2
KGH Ltd
Bahamas
$78.8M
3
CCM
3
Causeway Capital Management
California
$90.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$167M
5
SCM
5
Schneider Capital Management
Pennsylvania
$21M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$56.8M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$23.7M
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$0
4
CWAM
4
Columbia Wanger Asset Management
Illinois
$4.79M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$4.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$15.5M -$1.08M -54,695 -7%
Bank of America
27
Bank of America
North Carolina
$13.5M +$855K +43,490 +7%
AQR Capital Management
28
AQR Capital Management
Connecticut
$12.8M +$6.61M +336,131 +106%
Norges Bank
29
Norges Bank
Norway
$12.7M – – –
Mackenzie Financial
30
Mackenzie Financial
Ontario, Canada
$12.3M +$2.38M +121,000 +24%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$12.2M +$4.09M +208,054 +50%
AR
32
Advisory Research
Illinois
$11.7M +$2.8M +142,351 +31%
First Trust Advisors
33
First Trust Advisors
Illinois
$11.5M +$5.14M +261,562 +80%
Renaissance Technologies
34
Renaissance Technologies
New York
$11.5M +$2.83M +144,100 +33%
Ameriprise
35
Ameriprise
Minnesota
$11.2M +$364K +18,517 +3%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$10.8M +$730K +37,144 +7%
EM
37
Elliott Management
New York
$9.06M – – –
WCM
38
Wedge Capital Management
North Carolina
$9.01M +$1.98M +100,820 +28%
SGAM
39
Smith Group Asset Management
Texas
$8.98M -$49.2K -2,553 -0.5%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$7.98M +$4.26M +216,458 +114%
UBS AM
41
UBS AM
Illinois
$7.87M -$222K -11,286 -3%
Geode Capital Management
42
Geode Capital Management
Massachusetts
$7.86M +$70K +3,563 +0.9%
PCM
43
Palisade Capital Management
New Jersey
$7.07M +$269K +13,667 +4%
Franklin Resources
44
Franklin Resources
California
$7.04M +$2.89M +147,100 +70%
PIM
45
Perkins Investment Management
Illinois
$6.77M -$979K -49,803 -13%
BIM
46
BlackRock Investment Management
Delaware
$6.08M +$203K +10,349 +3%
DWA
47
Douglass Winthrop Advisors
New York
$5.99M – – –
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$5.95M +$118K +6,000 +2%
USAA
49
United Services Automobile Association
Texas
$5.54M +$5.54M +282,000 New
GF
50
Gabelli Funds
New York
$5.43M -$1.3M -65,900 -19%
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