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SM Energy
SM

Overview Fund Activity

306 hedge funds and large institutions have $4.3B invested in SM Energy in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 126 increasing their positions, 102 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-15
Holders Change %
-4.67%
% of All Funds
8.84%
Holding in Top 10
1
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-87.5%
% of All Funds
0.03%
New
40
Increased
126
Reduced
102
Closed
51
Calls
$26.7M
Puts
$26.6M
Net Calls
+$134K
Net Calls Change
+$34.8M

Top Buyers

1
HCM
Herndon Capital Management
Georgia
+$138M
2
Artisan Partners
Artisan Partners
Wisconsin
+$49.3M
3
AL
AJO LP
Pennsylvania
+$45.4M
4
EM
Elliott Management
New York
+$33.9M
5
VanEck Associates
VanEck Associates
New York
+$28.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$160M
2
Citadel Advisors
Citadel Advisors
Florida
-$112M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.6M
4
ECA
Encompass Capital Advisors
New York
-$41.2M
5
Ameriprise
Ameriprise
Minnesota
-$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRECA
51
National Rural Electric Cooperative Association
Virginia
$18.4M – – –
Luther King Capital Management (LKCM)
52
Luther King Capital Management (LKCM)
Texas
$18M -$6.91M -96,910 -28%
KCM
53
Kennedy Capital Management
Missouri
$17.7M +$921K +12,918 +5%
RA
54
Royce & Associates
New York
$17.6M – – –
Ameriprise
55
Ameriprise
Minnesota
$17.5M -$29.6M -415,414 -63%
Federated Hermes
56
Federated Hermes
Pennsylvania
$17.1M +$2.51M +35,224 +17%
NFA
57
Nationwide Fund Advisors
Ohio
$17M +$1.87M +26,186 +12%
Macquarie Group
58
Macquarie Group
Australia
$16.6M +$10.1M +141,650 +156%
BIM
59
BlackRock Investment Management
Delaware
$16M -$741K -10,395 -4%
SCM
60
SIR Capital Management
New York
$15.8M +$628K +8,810 +4%
IA
61
Icon Advisers
Colorado
$15.6M +$15.6M +219,400 New
State of Tennessee, Department of Treasury
62
State of Tennessee, Department of Treasury
Tennessee
$15M +$10.6M +148,900 +240%
AQR Capital Management
63
AQR Capital Management
Connecticut
$14.5M -$490K -6,872 -3%
Franklin Resources
64
Franklin Resources
California
$14M +$1.28M +17,983 +10%
NAMA
65
Nikko Asset Management Americas
New York
$13.9M +$3.97M +55,300 +40%
GCM
66
Geneva Capital Management
Wisconsin
$13.3M -$64.2K -901 -0.5%
Principal Financial Group
67
Principal Financial Group
Iowa
$13.2M +$791K +11,089 +6%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$12.7M -$7.36M -103,190 -37%
Millennium Management
69
Millennium Management
New York
$12.4M +$10.1M +141,259 +436%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$12.2M +$1.09M +14,950 +10%
Capital Fund Management (CFM)
71
Capital Fund Management (CFM)
France
$11.6M +$11.6M +162,634 New
DMK
72
David M. Knott
$11.4M -$4.99M -70,000 -30%
JIM
73
Jupiter Investment Management
United Kingdom
$11.3M +$8.12M +113,860 +257%
Los Angeles Capital Management
74
Los Angeles Capital Management
California
$11.2M +$10.8M +151,710 +2,748%
Two Sigma Investments
75
Two Sigma Investments
New York
$11.1M -$21.9M -307,453 -66%
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