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SM Energy
SM

Overview Fund Activity

241 hedge funds and large institutions have $1.72B invested in SM Energy in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 65 reducing their positions, and 49 closing their positions.

Holders
241
Holders Change
-24
Holders Change %
-9.06%
% of All Funds
6.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
28
Increased
111
Reduced
65
Closed
49
Calls
$21.8M
Puts
$32.2M
Net Calls
-$10.3M
Net Calls Change
-$3.24M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$132M
2
KL
2
KGH Ltd
Bahamas
$78.8M
3
CCM
3
Causeway Capital Management
California
$90.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$167M
5
SCM
5
Schneider Capital Management
Pennsylvania
$21M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$56.8M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$23.7M
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$0
4
CWAM
4
Columbia Wanger Asset Management
Illinois
$4.79M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$4.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
DMK
51
David M. Knott
$5.31M – – –
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$4.93M +$867K +47,600 +21%
NAMA
53
Nikko Asset Management Americas
New York
$4.93M +$867K +47,600 +21%
CWAM
54
Columbia Wanger Asset Management
Illinois
$4.79M -$13.8M -704,053 -74%
Bessemer Group
55
Bessemer Group
New Jersey
$4.68M +$4.41M +224,490 +1,677%
Charles Schwab
56
Charles Schwab
California
$4.61M +$459K +23,352 +11%
Wells Fargo
57
Wells Fargo
California
$4.52M +$194K +9,868 +4%
Principal Financial Group
58
Principal Financial Group
Iowa
$4.27M -$12.8M -650,823 -75%
NRECA
59
National Rural Electric Cooperative Association
Virginia
$4.12M – – –
Deutsche Bank
60
Deutsche Bank
Germany
$3.88M -$1.5M -76,472 -28%
JG
61
Jefferies Group
New York
$3.85M +$1.5M +76,530 +64%
TCIM
62
TIAA CREF Investment Management
New York
$3.84M -$1.21M -61,695 -24%
Allianz Asset Management
63
Allianz Asset Management
Germany
$3.8M +$1.52M +79,685 +67%
O
64
OppenheimerFunds
New York
$3.77M +$2.03M +103,338 +117%
Invesco
65
Invesco
Georgia
$3.76M +$599K +30,490 +19%
BG
66
BlackRock Group
United Kingdom
$3.49M +$873K +44,384 +33%
IGIM
67
I.G. Investment Management
Manitoba, Canada
$3.44M +$492K +25,000 +17%
DS
68
Dudley & Shanley
Florida
$3.28M – – –
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$3.21M +$2.5M +127,178 +353%
QIM
70
Quantitative Investment Management
Virginia
$2.98M +$2.98M +151,400 New
Prudential Financial
71
Prudential Financial
New Jersey
$2.83M +$1.81M +92,000 +177%
BC
72
Brookfield Corp
Ontario, Canada
$2.81M +$1.67M +84,879 +146%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$2.7M -$33.4K -1,700 -1%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$2.64M -$2.5M -127,227 -49%
Nomura Holdings
75
Nomura Holdings
Japan
$2.63M +$219K +11,197 +9%
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