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SM Energy
SM

Overview Fund Activity

241 hedge funds and large institutions have $1.72B invested in SM Energy in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 65 reducing their positions, and 49 closing their positions.

Holders
241
Holders Change
-24
Holders Change %
-9.06%
% of All Funds
6.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
28
Increased
111
Reduced
65
Closed
49
Calls
$21.8M
Puts
$32.2M
Net Calls
-$10.3M
Net Calls Change
-$3.24M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$132M
2
KL
2
KGH Ltd
Bahamas
$78.8M
3
CCM
3
Causeway Capital Management
California
$90.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$167M
5
SCM
5
Schneider Capital Management
Pennsylvania
$21M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$56.8M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$23.7M
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$0
4
CWAM
4
Columbia Wanger Asset Management
Illinois
$4.79M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$4.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
76
HBK Investments
Texas
$2.61M -$3.97M -201,794 -60%
AIG
77
American International Group
New York
$2.6M -$73.1K -3,721 -3%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$2.54M +$41.1K +2,089 +2%
RCM
79
Riverhead Capital Management
Delaware
$2.52M +$2.45M +124,810 +3,467%
AA
80
Alta Advisers
United Kingdom
$2.52M +$1.03M +52,207 +69%
NFA
81
Nationwide Fund Advisors
Ohio
$2.49M -$191K -9,723 -7%
SDIC
82
South Dakota Investment Council
South Dakota
$2.46M +$812K +41,300 +49%
KCM
83
Kennedy Capital Management
Missouri
$2.44M -$264K -13,417 -10%
QC
84
Quadrature Capital
United Kingdom
$2.43M +$2.43M +123,428 New
William Blair Investment Management
85
William Blair Investment Management
Illinois
$2.41M +$102K +5,183 +4%
CS
86
Credit Suisse
Switzerland
$2.35M +$1.36M +69,290 +138%
CIBC Private Wealth Group
87
CIBC Private Wealth Group
Georgia
$2.25M -$16.2K -825 -0.7%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$2.08M +$88.3K +4,489 +4%
US Bancorp
89
US Bancorp
Minnesota
$2.07M +$2.4K +122 +0.1%
BlackRock
90
BlackRock
New York
$2.06M +$293K +14,903 +17%
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$1.98M +$9.79K +498 +0.5%
BCM
92
BlueCrest Capital Management
Jersey
$1.97M +$853K +43,393 +77%
PCM
93
Portolan Capital Management
Massachusetts
$1.95M -$2.51M -127,557 -56%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$1.92M +$1.47M +75,027 +329%
GC
95
Guggenheim Capital
Illinois
$1.89M +$939K +47,742 +99%
TRSOTSOK
96
Teachers Retirement System of the State of Kentucky
Kentucky
$1.78M – – –
Swiss National Bank
97
Swiss National Bank
Switzerland
$1.75M +$13.8K +700 +0.8%
PI
98
Putnam Investments
Massachusetts
$1.75M -$265K -13,471 -13%
MTIM
99
Marathon Trading Investment Management
Pennsylvania
$1.74M +$763K +38,800 +78%
WSFS
100
Wilmington Savings Fund Society
Delaware
$1.72M – – –
2 3
4
5 6