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SM Energy

279 hedge funds and large institutions have $2.47B invested in SM Energy in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 111 increasing their positions, 85 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-41
Holders Change %
-12.81%
% of All Funds
7.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
53
Increased
111
Reduced
85
Closed
90
Calls
$77.4M
Puts
$69.3M
Net Calls
+$8.1M
Net Calls Change
+$177M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$5.81M +$3.02M +78,227 +108%
KCM
77
Kennedy Capital Management
Missouri
$5.51M -$1.73M -44,886 -24%
AIG
78
American International Group
New York
$5.4M -$155K -4,023 -3%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$5.25M
NFA
80
Nationwide Fund Advisors
Ohio
$5.04M -$7.97M -206,636 -61%
Jacobs Levy Equity Management
81
Jacobs Levy Equity Management
New Jersey
$4.85M -$11.5M -297,126 -70%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$4.82M +$47.4K +1,229 +1%
BG
83
BlackRock Group
United Kingdom
$4.71M +$1.37M +35,602 +41%
PI
84
Putnam Investments
Massachusetts
$4.63M +$1.3M +33,724 +39%
Federated Hermes
85
Federated Hermes
Pennsylvania
$4.61M +$100K +2,597 +2%
BBHC
86
Brown Brothers Harriman & Co
New York
$4.61M +$2.14M +48,767 +87%
QI
87
QS Investors
New York
$4.57M -$2.67M -69,079 -37%
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$4.52M -$651K -16,868 -13%
JG
89
Jefferies Group
New York
$4.44M +$4.31M +111,689 +3,280%
Invesco
90
Invesco
Georgia
$4.27M -$5.8M -150,336 -58%
VWM
91
Valley Wealth Managers
New Jersey
$4.2M +$4.2M +108,795 New
RFC
92
Russell Frank Company
Washington
$4.15M -$4.63M -119,795 -53%
US Bancorp
93
US Bancorp
Minnesota
$4.09M -$1.28M -33,214 -24%
NC
94
Nicholas Company
Wisconsin
$4.04M +$2.38M +61,605 +142%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$3.99M -$13.5M -349,102 -77%
Citigroup
96
Citigroup
New York
$3.95M +$3.86M +99,977 +4,059%
Comerica Bank
97
Comerica Bank
Texas
$3.91M +$1.88M +48,762 +93%
JHIU
98
Janus Henderson Investors US
Colorado
$3.87M +$212K +5,500 +6%
WSFS
99
Wilmington Savings Fund Society
Delaware
$3.79M -$1.56M -40,561 -29%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$3.75M -$12.3K -319 -0.3%