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SM Energy
SM

258 hedge funds and large institutions have $3.57B invested in SM Energy in 2013 Q2 according to their latest regulatory filings, with 258 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

90.32% more ownership

Funds ownership: 0% → 90.32% (+90%)

9% more call options, than puts

Call options by funds: $26.8M | Put options by funds: $24.6M

Holders
258
Holders Change
+258
Holders Change %
–
% of All Funds
8.42%
Holding in Top 10
10
Holding in Top 10 Change
+10
Holding in Top 10 Change %
% of All Funds
0.33%
New
258
Increased
–
Reduced
–
Closed
–
Calls
$26.8M
Puts
$24.6M
Net Calls
+$2.21M
Net Calls Change
+$2.21M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$6.84M +$6.96M +114,118 New
LIM
77
Lathrop Investment Management
Arkansas
$6.45M +$6.56M +107,548 New
MIA
78
Mainstream Investment Advisers
Indiana
$6.3M +$6.4M +105,000 New
EVM
79
Eaton Vance Management
Massachusetts
$6.26M +$6.36M +104,295 New
BBHC
80
Brown Brothers Harriman & Co
New York
$6.22M +$6.32M +103,647 New
GF
81
Gabelli Funds
New York
$6M +$6.1M +100,000 New
BCM
82
BP Capital Management
Texas
$5.67M +$5.76M +94,440 New
Millennium Management
83
Millennium Management
New York
$5.54M +$5.63M +92,313 New
Two Sigma Investments
84
Two Sigma Investments
New York
$5.43M +$5.52M +90,600 New
TD Asset Management
85
TD Asset Management
Ontario, Canada
$5.4M +$5.49M +90,000 New
Charles Schwab
86
Charles Schwab
California
$5.27M +$5.3M +86,927 New
GC
87
Globeflex Capital
California
$5.15M +$5.23M +85,850 New
ERSOT
88
Employees Retirement System of Texas
Texas
$5.1M +$5.18M +85,000 New
LIA
89
LS Investment Advisors
Michigan
$5M +$5.08M +83,386 New
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.97M +$5.05M +82,834 New
EAM
91
Eagle Asset Management
Florida
$4.92M +$5M +81,950 New
Retirement Systems of Alabama
92
Retirement Systems of Alabama
Alabama
$4.84M +$4.92M +80,689 New
AA
93
Alta Advisers
United Kingdom
$4.83M +$4.91M +80,512 New
MBI
94
Montrusco Bolton Investments
Quebec, Canada
$4.55M +$4.63M +75,882 New
PI
95
Putnam Investments
Massachusetts
$4.5M +$4.57M +74,994 New
TPSF
96
Texas Permanent School Fund
Texas
$4.46M +$4.53M +74,317 New
CS
97
Credit Suisse
Switzerland
$4.31M +$4.38M +71,911 New
TA
98
Teachers Advisors
New York
$4.31M +$4.38M +71,815 New
TCM
99
Tributary Capital Management
Nebraska
$4.02M +$4.09M +67,040 New
Deutsche Bank
100
Deutsche Bank
Germany
$3.81M +$3.88M +63,576 New
2 3
4
5 6

SM Hedge Fund Activity: Q2 2013 in Review

258 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q2 2013, worth a combined $3.57B.

Buyers outnumbered sellers: 258 funds opened new SM positions and 0 closed out — a net gain of 258 holders — while 0 added to existing stakes and 0 trimmed.

  • 258 institutional investors held SM Energy (SM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.57B of SM Energy stock for Q2 2013.
  • 258 funds opened new SM Energy positions in Q2 2013 and 0 closed out, a net change of +258 holders.

Based on aggregated 13F filings for Q2 2013.