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SM Energy
SM

Overview Fund Activity

228 hedge funds and large institutions have $2.02B invested in SM Energy in 2016 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+3
Holders Change %
+1.33%
% of All Funds
6.09%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
33
Increased
72
Reduced
86
Closed
28
Calls
$39.5M
Puts
$102M
Net Calls
-$62.8M
Net Calls Change
-$45.5M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$85.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$17.6M
3
FCM
3
Frontier Capital Management
Massachusetts
$14M
4
BIT
4
BlackRock Institutional Trust
California
$66.1M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$24.1M

Top Sellers

1
CCM
1
Causeway Capital Management
California
$64.7M
2
KL
2
KGH Ltd
Bahamas
$70M
3
SCM
3
SIR Capital Management
New York
$11.8M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$9.1M
5
Millennium Management
5
Millennium Management
New York
$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
51
BlackRock Investment Management
Delaware
$6.29M +$962K +35,645 +18%
Renaissance Technologies
52
Renaissance Technologies
New York
$6.13M +$707K +26,200 +13%
Two Sigma Investments
53
Two Sigma Investments
New York
$5.92M -$7.08M -262,204 -54%
RCM
54
Riverhead Capital Management
Delaware
$5.84M -$9.84M -364,581 -63%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$5.7M +$3.96M +146,839 +228%
HI
56
HBK Investments
Texas
$5.28M -$18.4M -681,391 -78%
TA
57
Teachers Advisors
New York
$5.04M +$1.61M +59,534 +47%
Charles Schwab
58
Charles Schwab
California
$4.88M -$2.47M -91,312 -34%
NAMA
59
Nikko Asset Management Americas
New York
$4.8M -$2.72M -97,900 -36%
CPA
60
Columbia Pacific Advisors
Washington
$4.03M -$445K -16,486 -10%
DS
61
Dudley & Shanley
Florida
$4.03M -$370K -13,700 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
62
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.97M +$2.99M +110,858 +308%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$3.95M -$26.4K -978 -0.7%
AIG
64
American International Group
New York
$3.56M -$14.9K -550 -0.4%
CS
65
Credit Suisse
Switzerland
$3.48M +$1.19M +43,961 +52%
IGIM
66
I.G. Investment Management
Manitoba, Canada
$3.38M – – –
Axa
67
Axa
France
$3.35M +$3.35M +124,200 New
BA
68
BlackRock Advisors
Delaware
$3.3M +$2.39M +88,509 +263%
NFA
69
Nationwide Fund Advisors
Ohio
$3.27M +$90.7K +3,360 +3%
KCM
70
Kennedy Capital Management
Missouri
$3.26M -$25.4K -942 -0.8%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$3.24M -$67.5K -2,500 -2%
CCMH
72
Cornerstone Capital Management Holdings
New York
$3.14M -$357K -13,215 -10%
GC
73
Guggenheim Capital
Illinois
$3.1M -$70.6K -2,615 -2%
Bank of America
74
Bank of America
North Carolina
$3.04M -$2.05M -76,100 -40%
Swiss National Bank
75
Swiss National Bank
Switzerland
$3M – – –
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3
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