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SM Energy
SM

Overview Fund Activity

225 hedge funds and large institutions have $1.57B invested in SM Energy in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-16
Holders Change %
-6.64%
% of All Funds
6%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
35
Increased
88
Reduced
68
Closed
50
Calls
$14.6M
Puts
$31.9M
Net Calls
-$17.3M
Net Calls Change
-$6.93M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$28.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.9M
3
SCM
Schneider Capital Management
Pennsylvania
+$23M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$22.3M
5
SDIC
South Dakota Investment Council
South Dakota
+$18.9M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$53M
2
Artisan Partners
Artisan Partners
Wisconsin
-$52.9M
3
HCM
Herndon Capital Management
Georgia
-$48.6M
4
CCP
Caymus Capital Partners
Texas
-$26.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
76
CPWM LLC
Washington
$2.01M +$1.18M +63,000 +142%
Swiss National Bank
77
Swiss National Bank
Switzerland
$2.01M +$401K +22,150 +25%
Connor, Clark & Lunn Investment Management (CC&L)
78
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.01M +$2.01M +107,000 New
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$1.94M +$50.6K +2,700 +3%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$1.81M +$1.76M +93,387 +3,314%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$1.81M -$28.7K -1,533 -2%
PPA
82
Parametric Portfolio Associates
Washington
$1.8M +$341K +18,199 +23%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$1.77M -$214K -11,430 -11%
Retirement Systems of Alabama
84
Retirement Systems of Alabama
Alabama
$1.65M +$8.21K +438 +0.5%
WSFS
85
Wilmington Savings Fund Society
Delaware
$1.64M – – –
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.61M +$9.25K +518 +0.6%
CS
87
Credit Suisse
Switzerland
$1.59M -$650K -34,682 -29%
AL
88
Airain Ltd
Guernsey
$1.59M +$1.59M +84,588 New
BC
89
Brookfield Corp
Ontario, Canada
$1.57M -$1.11M -59,350 -42%
CC
90
Capital Counsel
New York
$1.56M – – –
US Bancorp
91
US Bancorp
Minnesota
$1.53M -$450K -24,026 -23%
BG
92
BlackRock Group
United Kingdom
$1.4M -$1.93M -102,809 -58%
SH
93
Scepter Holdings
Texas
$1.37M +$1.37M +72,937 New
Comerica Bank
94
Comerica Bank
Texas
$1.32M +$3.49K +137 +0.3%
BCM
95
BlueCrest Capital Management
Jersey
$1.23M -$640K -34,135 -34%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$1.22M -$6.39M -340,842 -84%
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$1.21M +$185K +9,873 +18%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$1.17M -$21.4M -1,142,227 -95%
Legal & General Group
99
Legal & General Group
United Kingdom
$1.17M +$591K +31,602 +102%
MLICM
100
Metropolitan Life Insurance Company (MetLife)
New York
$1.16M +$34.4K +1,834 +3%
2 3
4
5 6