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SM Energy
SM

Overview Fund Activity

321 hedge funds and large institutions have $5.14B invested in SM Energy in 2013 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 103 increasing their positions, 112 reducing their positions, and 32 closing their positions.

Holders
321
Holders Change
+39
Holders Change %
+13.83%
% of All Funds
9.32%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
72
Increased
103
Reduced
112
Closed
32
Calls
$45.1M
Puts
$79.8M
Net Calls
-$34.6M
Net Calls Change
-$50.7M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$191M
2
HCM
2
Herndon Capital Management
Georgia
$69.8M
3
ECA
3
Encompass Capital Advisors
New York
$41.2M
4
RIM
4
Rainier Investment Management
Washington
$103M
5
Jennison Associates
5
Jennison Associates
New York
$64.3M

Top Sellers

1
BA
1
BlackRock Advisors
Delaware
$67.5M
2
SCA
2
SAC Capital Advisors
Connecticut
$18.5M
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$13M
4
Goldman Sachs
4
Goldman Sachs
New York
$63.1M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NRECA
51
National Rural Electric Cooperative Association
Virginia
$21.5M – – –
Allianz Asset Management
52
Allianz Asset Management
Germany
$20.9M +$14.9M +179,385 +247%
RA
53
Royce & Associates
New York
$20.6M – – –
KCM
54
Kennedy Capital Management
Missouri
$19.5M -$1.49M -17,952 -7%
BIM
55
BlackRock Investment Management
Delaware
$19.5M -$2.83M -34,110 -13%
DMK
56
David M. Knott
$19.1M -$2.49M -30,000 -12%
SFM
57
Systematic Financial Management
New Jersey
$18.6M -$850K -10,223 -4%
SCA
58
SAC Capital Advisors
Connecticut
$18.5M -$82M -986,616 -82%
DIA
59
Dana Investment Advisors
Wisconsin
$18.4M -$653K -7,856 -3%
SCM
60
SIR Capital Management
New York
$17.7M -$16.8M -202,600 -49%
NFA
61
Nationwide Fund Advisors
Ohio
$17.6M +$61.9K +745 +0.4%
AQR Capital Management
62
AQR Capital Management
Connecticut
$17.5M +$6.34M +76,290 +57%
Federated Hermes
63
Federated Hermes
Pennsylvania
$17M +$2.88M +34,705 +20%
NAM
64
NorthCoast Asset Management
Connecticut
$16.1M +$16.1M +193,354 New
GCM
65
Geneva Capital Management
Wisconsin
$15.5M -$717K -8,624 -4%
Franklin Resources
66
Franklin Resources
California
$14.9M -$17.9M -215,843 -55%
Principal Financial Group
67
Principal Financial Group
Iowa
$14.4M +$1.44M +17,294 +11%
MAA
68
Managed Account Advisors
New Jersey
$13.4M +$2.56M +30,760 +24%
Ninety One (UK)
69
Ninety One (UK)
United Kingdom
$13M -$51.3M -616,884 -80%
QI
70
QS Investors
New York
$12.8M +$12.5M +150,300 +4,555%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$12.5M +$527K +6,431 +4%
First Trust Advisors
72
First Trust Advisors
Illinois
$12.3M +$8.71M +104,813 +241%
BlackRock
73
BlackRock
New York
$11.7M +$5.59M +67,313 +91%
NAMA
74
Nikko Asset Management Americas
New York
$11.6M -$9.86M -118,400 -46%
AIG
75
American International Group
New York
$11.3M -$361K -4,344 -3%
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