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SM Energy
SM

Overview Fund Activity

316 hedge funds and large institutions have $5.29B invested in SM Energy in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 111 increasing their positions, 120 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+10
Holders Change %
+3.27%
% of All Funds
9.09%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.14%
New
45
Increased
111
Reduced
120
Closed
33
Calls
$46M
Puts
$95.6M
Net Calls
-$49.6M
Net Calls Change
-$49.8M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$165M
2
Norges Bank
2
Norges Bank
Norway
$93.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$394M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$113M
5
Millennium Management
5
Millennium Management
New York
$43.7M

Top Sellers

1
HCM
1
Herndon Capital Management
Georgia
$140M
2
CWAM
2
Columbia Wanger Asset Management
Illinois
$87.8M
3
Citigroup
3
Citigroup
New York
$239K
4
RIM
4
Rainier Investment Management
Washington
$60M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JHIU
76
Janus Henderson Investors US
Colorado
$12.4M +$1.84M +21,900 +17%
Canada Pension Plan Investment Board
77
Canada Pension Plan Investment Board
Ontario, Canada
$12.3M -$92.5K -1,100 -0.7%
AIG
78
American International Group
New York
$12.1M +$149K +1,772 +1%
WSFS
79
Wilmington Savings Fund Society
Delaware
$11.9M +$1.32M +15,685 +12%
CCMH
80
Cornerstone Capital Management Holdings
New York
$11.7M +$5.82M +69,204 +99%
Two Sigma Investments
81
Two Sigma Investments
New York
$11.4M -$1.61M -19,159 -12%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$11.3M +$715K +8,500 +7%
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$11.1M +$889K +10,574 +9%
GC
84
Globeflex Capital
California
$10.8M +$1.51M +17,897 +16%
CS
85
Credit Suisse
Switzerland
$10.6M +$32.3K +384 +0.3%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$10.3M +$160K +1,900 +2%
Federated Hermes
87
Federated Hermes
Pennsylvania
$10.2M -$9.93M -118,048 -49%
US Bancorp
88
US Bancorp
Minnesota
$10.1M +$577K +6,861 +6%
LIM
89
Lathrop Investment Management
Arkansas
$9.68M +$75.3K +895 +0.8%
BIM
90
Bogle Investment Management
Massachusetts
$8.65M +$1.66M +19,752 +24%
BG
91
BlackRock Group
United Kingdom
$8.45M -$1.64M -19,469 -16%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$8.43M +$61.3K +729 +0.7%
RI
93
Redwood Investments
Massachusetts
$8.18M +$7.15M +85,041 +696%
ERSOT
94
Employees Retirement System of Texas
Texas
$8.07M – – –
LIA
95
LS Investment Advisors
Michigan
$8.01M -$181K -2,150 -2%
RhumbLine Advisers
96
RhumbLine Advisers
Massachusetts
$7.72M -$924K -10,990 -11%
COPPSERS
97
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.61M -$592K -7,039 -7%
Ohio Public Employees Retirement System (OPERS)
98
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.59M +$5.58M +66,290 +277%
PI
99
Putnam Investments
Massachusetts
$7.55M +$160K +1,900 +2%
TA
100
Teachers Advisors
New York
$7.54M +$176K +2,096 +2%
2 3
4
5 6