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SM Energy
SM

Overview Fund Activity

320 hedge funds and large institutions have $5.02B invested in SM Energy in 2014 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 127 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
9.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
42
Increased
127
Reduced
100
Closed
36
Calls
$73.7M
Puts
$242M
Net Calls
-$169M
Net Calls Change
-$119M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$79.4M
2
William Blair & Company
2
William Blair & Company
Illinois
$55.3M
3
HCM
3
Herndon Capital Management
Georgia
$171M
4
PIM
4
Perkins Investment Management
Illinois
$44.5M
5
FPA
5
First Pacific Advisors
California
$75M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
RIM
2
Rainier Investment Management
Washington
$0
3
Norges Bank
3
Norges Bank
Norway
$44.4M
4
Millennium Management
4
Millennium Management
New York
$16.7M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAMU
51
Amundi Asset Management US
Massachusetts
$21.8M -$146K -1,870 -0.7%
Ameriprise
52
Ameriprise
Minnesota
$21.5M -$613K -7,860 -3%
HCM
53
Highbridge Capital Management
New York
$21.4M +$2.48M +31,816 +13%
GF
54
Gabelli Funds
New York
$21.2M +$5.46M +70,000 +35%
DS
55
Dudley & Shanley
Florida
$20.9M -$339K -4,350 -2%
Massachusetts Financial Services
56
Massachusetts Financial Services
Massachusetts
$20.7M +$1.45M +18,599 +8%
Invesco
57
Invesco
Georgia
$20.4M +$3.56M +45,656 +21%
NRECA
58
National Rural Electric Cooperative Association
Virginia
$20.2M – – –
Nuveen Asset Management
59
Nuveen Asset Management
Illinois
$18.6M -$693K -8,881 -4%
Franklin Resources
60
Franklin Resources
California
$18.3M +$70.2K +900 +0.4%
Luther King Capital Management (LKCM)
61
Luther King Capital Management (LKCM)
Texas
$18.1M -$374K -4,800 -2%
RFC
62
Russell Frank Company
Washington
$17.7M +$4.71M +60,405 +36%
Macquarie Group
63
Macquarie Group
Australia
$17.4M +$4.98M +63,803 +40%
IG
64
ING Group
Netherlands
$16.8M +$14.6M +187,766 +673%
BIM
65
BlackRock Investment Management
Delaware
$16.7M -$349K -4,471 -2%
Millennium Management
66
Millennium Management
New York
$16.7M -$23.9M -306,068 -59%
NI
67
Numeric Investors
Massachusetts
$15.7M +$3.68M +47,184 +31%
DMK
68
David M. Knott
$15.6M +$1.56M +20,000 +11%
NAP
69
New Amsterdam Partners
New York
$15.4M +$180K +2,309 +1%
Principal Financial Group
70
Principal Financial Group
Iowa
$14.9M +$643K +8,249 +5%
KCM
71
Kennedy Capital Management
Missouri
$14.6M -$3.36M -43,018 -19%
QI
72
QS Investors
New York
$14.6M +$14.6M +187,500 New
MSA
73
Mason Street Advisors
Wisconsin
$13.8M +$11.2M +143,525 +427%
JIM
74
Jupiter Investment Management
United Kingdom
$13.3M -$344K -4,405 -3%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$12.7M +$212K +2,714 +2%
1 2
3
4 5