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SM Energy
SM

Overview Fund Activity

265 hedge funds and large institutions have $2.41B invested in SM Energy in 2015 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 72 reducing their positions, and 52 closing their positions.

Holders
265
Holders Change
-17
Holders Change %
-6.03%
% of All Funds
7.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
37
Increased
112
Reduced
72
Closed
52
Calls
$41.8M
Puts
$48.9M
Net Calls
-$7.1M
Net Calls Change
+$7.82M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$227M
2
Millennium Management
2
Millennium Management
New York
$62.7M
3
CCM
3
Causeway Capital Management
California
$83.6M
4
SCM
4
SIR Capital Management
New York
$31.7M
5
CCP
5
Caymus Capital Partners
Texas
$38.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$29.5M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$10.2M
4
HCM
4
Highbridge Capital Management
New York
$0
5
HCM
5
Hayman Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
51
Deutsche Bank
Germany
$8.78M -$12.2M -381,943 -58%
DMK
52
David M. Knott
$8.65M -$961K -30,000 -10%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$8.38M -$579K -18,067 -6%
TCIM
54
TIAA CREF Investment Management
New York
$8.23M -$756K -23,586 -8%
Point72 Asset Management
55
Point72 Asset Management
Connecticut
$8.17M -$5.39M -168,200 -40%
PCM
56
Portolan Capital Management
Massachusetts
$7.26M +$7.26M +226,549 New
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$7.15M +$154K +4,800 +2%
Wells Fargo
58
Wells Fargo
California
$7.04M -$213K -6,641 -3%
Franklin Resources
59
Franklin Resources
California
$6.77M +$935K +29,200 +16%
Charles Schwab
60
Charles Schwab
California
$6.76M -$80.5K -2,512 -1%
NRECA
61
National Rural Electric Cooperative Association
Virginia
$6.72M -$1.57M -49,000 -19%
NAMA
62
Nikko Asset Management Americas
New York
$6.7M +$144K +4,800 +2%
PPA
63
Parametric Portfolio Associates
Washington
$6.69M -$292K -9,114 -4%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$6.57M +$563K +17,572 +9%
Capital Fund Management (CFM)
65
Capital Fund Management (CFM)
France
$6.48M +$6.3M +196,513 +3,488%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$6.08M +$962K +30,015 +19%
GCM
67
Graham Capital Management
Connecticut
$5.7M +$5.7M +177,900 New
DS
68
Dudley & Shanley
Florida
$5.35M – – –
Invesco
69
Invesco
Georgia
$5.15M +$364K +11,369 +8%
IGIM
70
I.G. Investment Management
Manitoba, Canada
$4.81M +$4.81M +150,000 New
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$4.46M – – –
KCM
72
Kennedy Capital Management
Missouri
$4.4M +$2.16M +67,342 +96%
Nomura Holdings
73
Nomura Holdings
Japan
$4.4M -$1.22M -34,039 -22%
NFA
74
Nationwide Fund Advisors
Ohio
$4.37M +$63.4K +1,979 +1%
AIG
75
American International Group
New York
$4.36M +$23.9K +747 +0.6%
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