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SM Energy
SM

Overview Fund Activity

320 hedge funds and large institutions have $5.02B invested in SM Energy in 2014 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 127 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
9.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
42
Increased
127
Reduced
100
Closed
36
Calls
$73.7M
Puts
$242M
Net Calls
-$169M
Net Calls Change
-$119M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$79.4M
2
William Blair & Company
2
William Blair & Company
Illinois
$55.3M
3
HCM
3
Herndon Capital Management
Georgia
$171M
4
PIM
4
Perkins Investment Management
Illinois
$44.5M
5
FPA
5
First Pacific Advisors
California
$75M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
RIM
2
Rainier Investment Management
Washington
$0
3
Norges Bank
3
Norges Bank
Norway
$44.4M
4
Millennium Management
4
Millennium Management
New York
$16.7M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NAMA
76
Nikko Asset Management Americas
New York
$11.9M -$4.6M -57,000 -28%
SCM
77
SIR Capital Management
New York
$11.6M +$11.6M +148,500 New
Sumitomo Mitsui Trust Group
78
Sumitomo Mitsui Trust Group
Japan
$11.5M +$11.5M +148,007 New
AIG
79
American International Group
New York
$11.2M +$25K +321 +0.2%
US Bancorp
80
US Bancorp
Minnesota
$10.9M +$1.48M +18,950 +16%
WSFS
81
Wilmington Savings Fund Society
Delaware
$10.8M -$203K -2,600 -2%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$10.6M +$133K +1,700 +1%
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$10.4M +$181K +2,321 +2%
GC
84
Globeflex Capital
California
$10M +$6.47K +83 +0.1%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$9.66M +$102K +1,303 +1%
Federated Hermes
86
Federated Hermes
Pennsylvania
$9.11M -$343K -4,396 -4%
LIM
87
Lathrop Investment Management
Arkansas
$9.04M +$63.2K +810 +0.7%
CS
88
Credit Suisse
Switzerland
$8.67M -$1.19M -15,302 -12%
Axa
89
Axa
France
$7.66M +$2.51M +32,170 +49%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$7.6M -$223K -2,853 -3%
COPPSERS
91
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.55M +$486K +6,226 +7%
ERSOT
92
Employees Retirement System of Texas
Texas
$7.49M – – –
JHIU
93
Janus Henderson Investors US
Colorado
$7.39M -$4.09M -52,400 -36%
PPA
94
Parametric Portfolio Associates
Washington
$7.35M +$4.05M +51,923 +123%
RhumbLine Advisers
95
RhumbLine Advisers
Massachusetts
$7.31M +$149K +1,905 +2%
Renaissance Technologies
96
Renaissance Technologies
New York
$7.31M +$7.31M +93,700 New
LIA
97
LS Investment Advisors
Michigan
$7.27M -$160K -2,050 -2%
Ohio Public Employees Retirement System (OPERS)
98
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.84M -$194K -2,488 -3%
KBC Group
99
KBC Group
Belgium
$6.8M +$806K +10,333 +13%
BG
100
BlackRock Group
United Kingdom
$6.75M -$1.09M -13,941 -14%
2 3
4
5 6