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SM Energy
SM

Overview Fund Activity

225 hedge funds and large institutions have $1.57B invested in SM Energy in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-16
Holders Change %
-6.64%
% of All Funds
6%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
35
Increased
88
Reduced
68
Closed
50
Calls
$14.6M
Puts
$31.9M
Net Calls
-$17.3M
Net Calls Change
-$6.93M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$28.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.9M
3
SCM
Schneider Capital Management
Pennsylvania
+$23M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$22.3M
5
SDIC
South Dakota Investment Council
South Dakota
+$18.9M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$53M
2
Artisan Partners
Artisan Partners
Wisconsin
-$52.9M
3
HCM
Herndon Capital Management
Georgia
-$48.6M
4
CCP
Caymus Capital Partners
Texas
-$26.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$5.08M – – –
Marshall Wace
52
Marshall Wace
United Kingdom
$4.87M +$4.32M +230,450 +788%
NAMA
53
Nikko Asset Management Americas
New York
$4.84M – – –
O
54
OppenheimerFunds
New York
$4.56M +$970K +51,760 +27%
Bessemer Group
55
Bessemer Group
New Jersey
$4.46M – – –
Principal Financial Group
56
Principal Financial Group
Iowa
$4.27M +$195K +10,427 +5%
Renaissance Technologies
57
Renaissance Technologies
New York
$3.77M -$7.16M -382,200 -66%
BIM
58
BlackRock Investment Management
Delaware
$3.7M -$2.09M -111,782 -36%
Bank of America
59
Bank of America
North Carolina
$3.54M -$9.37M -500,078 -73%
CPA
60
Columbia Pacific Advisors
Washington
$3.11M +$1.52M +81,000 +95%
DS
61
Dudley & Shanley
Florida
$3.06M -$75K -4,000 -2%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$2.76M +$344K +18,339 +14%
SIM
63
Spark Investment Management
New York
$2.64M +$2.64M +140,900 New
ARTA
64
A.R.T. Advisors
New York
$2.61M +$2.61M +139,164 New
AIG
65
American International Group
New York
$2.48M +$3.92K +209 +0.2%
CCMH
66
Cornerstone Capital Management Holdings
New York
$2.43M +$961K +51,264 +65%
TA
67
Teachers Advisors
New York
$2.39M +$801K +42,748 +51%
IGIM
68
I.G. Investment Management
Manitoba, Canada
$2.34M -$937K -50,000 -29%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$2.3M -$277K -14,800 -11%
KCM
70
Kennedy Capital Management
Missouri
$2.28M -$44.8K -2,392 -2%
Wells Fargo
71
Wells Fargo
California
$2.22M -$2.09M -111,391 -49%
NFA
72
Nationwide Fund Advisors
Ohio
$2.21M -$165K -8,798 -7%
GC
73
Guggenheim Capital
Illinois
$2.2M +$400K +21,337 +22%
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$2.15M – – –
Canada Pension Plan Investment Board
75
Canada Pension Plan Investment Board
Ontario, Canada
$2.12M +$1.08M +57,800 +104%
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