SM icon

SM Energy
SM

Overview Fund Activity

282 hedge funds and large institutions have $3.18B invested in SM Energy in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 94 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-11
Holders Change %
-3.75%
% of All Funds
7.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
35
Increased
111
Reduced
94
Closed
44
Calls
$60.3M
Puts
$75.2M
Net Calls
-$14.9M
Net Calls Change
-$19.7M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$279M
2
KL
2
KGH Ltd
Bahamas
$77.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$226M
4
Macquarie Group
4
Macquarie Group
Australia
$56.6M
5
HCM
5
Herndon Capital Management
Georgia
$138M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$76K
2
SCM
2
SIR Capital Management
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$5.96M
4
Millennium Management
4
Millennium Management
New York
$3.05M
5
BA
5
BlackRock Advisors
Delaware
$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRECA
51
National Rural Electric Cooperative Association
Virginia
$11.9M – – –
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$11M +$117K +2,542 +1%
NAP
53
New Amsterdam Partners
New York
$10.7M +$923K +20,017 +9%
Wells Fargo
54
Wells Fargo
California
$10.4M -$263K -5,705 -2%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$10.1M +$96.9K +2,100 +1%
PPA
56
Parametric Portfolio Associates
Washington
$10M +$223K +4,829 +2%
NAMA
57
Nikko Asset Management Americas
New York
$9.95M +$1.24M +27,200 +14%
Charles Schwab
58
Charles Schwab
California
$9.84M +$2.03M +44,041 +26%
Morgan Stanley
59
Morgan Stanley
New York
$9.6M +$305K +6,613 +3%
First Trust Advisors
60
First Trust Advisors
Illinois
$8.88M -$7M -151,784 -44%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$8.63M +$337K +7,310 +4%
Franklin Resources
62
Franklin Resources
California
$8.39M -$3.99M -86,600 -32%
Citigroup
63
Citigroup
New York
$8.05M +$261K +5,658 +3%
PIM
64
Perkins Investment Management
Illinois
$8.02M +$71.9K +1,558 +0.9%
DS
65
Dudley & Shanley
Florida
$7.7M -$484K -10,500 -6%
Nomura Holdings
66
Nomura Holdings
Japan
$7.61M +$6.35M +130,974 +507%
HI
67
HBK Investments
Texas
$7.55M +$943K +20,442 +14%
IA
68
Icon Advisers
Colorado
$7.45M -$6.03M -130,800 -45%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$7.36M -$334K -7,250 -4%
JG
70
Jefferies Group
New York
$6.99M -$204K -4,421 -3%
Invesco
71
Invesco
Georgia
$6.89M -$164K -3,548 -2%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$6.42M +$198K +4,300 +3%
BG
73
BlackRock Group
United Kingdom
$6.26M -$513K -11,121 -8%
AIG
74
American International Group
New York
$6.23M +$39.5K +856 +0.6%
NFA
75
Nationwide Fund Advisors
Ohio
$6.2M +$145K +3,143 +2%
1 2
3
4 5