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SM Energy
SM

Overview Fund Activity

316 hedge funds and large institutions have $5.29B invested in SM Energy in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 111 increasing their positions, 120 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+10
Holders Change %
+3.27%
% of All Funds
9.09%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.14%
New
45
Increased
111
Reduced
120
Closed
33
Calls
$46M
Puts
$95.6M
Net Calls
-$49.6M
Net Calls Change
-$49.8M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$165M
2
Norges Bank
2
Norges Bank
Norway
$93.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$394M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$113M
5
Millennium Management
5
Millennium Management
New York
$43.7M

Top Sellers

1
HCM
1
Herndon Capital Management
Georgia
$140M
2
CWAM
2
Columbia Wanger Asset Management
Illinois
$87.8M
3
Citigroup
3
Citigroup
New York
$239K
4
RIM
4
Rainier Investment Management
Washington
$60M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
51
Geneva Capital Management
Wisconsin
$20.9M +$5.26M +62,508 +34%
Nuveen Asset Management
52
Nuveen Asset Management
Illinois
$20.8M +$18.3M +217,588 +733%
Massachusetts Financial Services
53
Massachusetts Financial Services
Massachusetts
$20.8M -$3.54M -42,120 -15%
HCM
54
Highbridge Capital Management
New York
$20.4M -$1.46M -17,381 -7%
Luther King Capital Management (LKCM)
55
Luther King Capital Management (LKCM)
Texas
$19.9M -$1.36M -16,160 -6%
Franklin Resources
56
Franklin Resources
California
$19.7M +$3.09M +36,800 +19%
KCM
57
Kennedy Capital Management
Missouri
$19.4M -$1.45M -17,273 -7%
MAA
58
Managed Account Advisors
New Jersey
$19.4M -$8.2M -97,445 -30%
OAMA
59
Oslo Asset Management AS
Norway
$18.9M +$18.9M +225,000 New
BIM
60
BlackRock Investment Management
Delaware
$18.4M -$408K -4,849 -2%
Invesco
61
Invesco
Georgia
$18.1M +$13.9M +165,642 +333%
AllianceBernstein
62
AllianceBernstein
Tennessee
$17.8M -$21.3M -252,878 -54%
NAMA
63
Nikko Asset Management Americas
New York
$17M +$906K +10,900 +6%
GF
64
Gabelli Funds
New York
$17M +$4.71M +56,000 +38%
NAP
65
New Amsterdam Partners
New York
$16.4M -$17.9M -213,329 -52%
Point72 Asset Management
66
Point72 Asset Management
Connecticut
$15.7M +$15.7M +186,910 New
NFA
67
Nationwide Fund Advisors
Ohio
$15.7M -$4.3M -51,137 -22%
Principal Financial Group
68
Principal Financial Group
Iowa
$15.4M -$138K -1,636 -0.9%
DMK
69
David M. Knott
$15.1M +$1.68M +20,000 +13%
JIM
70
Jupiter Investment Management
United Kingdom
$14.7M +$1.38M +16,405 +10%
Los Angeles Capital Management
71
Los Angeles Capital Management
California
$14.5M +$1.27M +15,135 +10%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$13.4M -$625K -7,434 -4%
Macquarie Group
73
Macquarie Group
Australia
$13.4M -$6.15M -73,171 -31%
RFC
74
Russell Frank Company
Washington
$13M +$4.29M +54,927 +49%
NI
75
Numeric Investors
Massachusetts
$13M +$9.05M +107,600 +231%
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