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SM Energy
SM

258 hedge funds and large institutions have $3.57B invested in SM Energy in 2013 Q2 according to their latest regulatory filings, with 258 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

90.32% more ownership

Funds ownership: 0% → 90.32% (+90%)

9% more call options, than puts

Call options by funds: $26.8M | Put options by funds: $24.6M

Holders
258
Holders Change
+258
Holders Change %
–
% of All Funds
8.42%
Holding in Top 10
10
Holding in Top 10 Change
+10
Holding in Top 10 Change %
% of All Funds
0.33%
New
258
Increased
–
Reduced
–
Closed
–
Calls
$26.8M
Puts
$24.6M
Net Calls
+$2.21M
Net Calls Change
+$2.21M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
101
Harvey Capital Management
Florida
$3.8M +$3.87M +63,400 New
Swiss National Bank
102
Swiss National Bank
Switzerland
$3.61M +$3.67M +60,200 New
CEP
103
Chicago Equity Partners
Illinois
$3.45M +$3.51M +57,535 New
SBCM
104
Schwerin Boyle Capital Management
Massachusetts
$3.38M +$3.43M +56,300 New
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$3.37M +$3.42M +56,117 New
SAM
106
Sentinel Asset Management
Vermont
$3.36M +$3.42M +56,060 New
Comerica Bank
107
Comerica Bank
Texas
$3.25M +$3.3M +54,206 New
WSFS
108
Wilmington Savings Fund Society
Delaware
$3.19M +$3.24M +53,121 New
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$3.15M +$3.2M +52,509 New
Invesco
110
Invesco
Georgia
$3.13M +$3.18M +52,216 New
NC
111
Nicholas Company
Wisconsin
$3.1M +$3.16M +51,755 New
ASRS
112
Arizona State Retirement System
Arizona
$3.08M +$3.13M +51,400 New
CM
113
Castleark Management
Illinois
$3.04M +$3.09M +50,700 New
Federated Hermes
114
Federated Hermes
Pennsylvania
$3.03M +$3.08M +50,555 New
Axa
115
Axa
France
$3M +$3.05M +50,000 New
PP
116
PDT Partners
New York
$2.71M +$2.75M +45,131 New
D.E. Shaw & Co
117
D.E. Shaw & Co
New York
$2.67M +$2.72M +44,584 New
Macquarie Group
118
Macquarie Group
Australia
$2.59M +$2.64M +43,233 New
RFC
119
Russell Frank Company
Washington
$2.48M +$2.52M +41,375 New
BIM
120
Bogle Investment Management
Massachusetts
$2.44M +$2.48M +40,648 New
BAAM
121
Baker Avenue Asset Management
California
$2.42M +$2.46M +40,340 New
AR
122
Advisory Research
Illinois
$2.4M +$2.44M +40,000 New
SI
123
Sprott Inc
Ontario, Canada
$2.4M +$2.44M +40,000 New
MOACM
124
Mutual of America Capital Management
New York
$2.33M +$2.37M +38,847 New
MFIMFI
125
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.32M +$2.36M +38,713 New
3 4
5
6 7

SM Hedge Fund Activity: Q2 2013 in Review

258 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q2 2013, worth a combined $3.57B.

Buyers outnumbered sellers: 258 funds opened new SM positions and 0 closed out — a net gain of 258 holders — while 0 added to existing stakes and 0 trimmed.

  • 258 institutional investors held SM Energy (SM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.57B of SM Energy stock for Q2 2013.
  • 258 funds opened new SM Energy positions in Q2 2013 and 0 closed out, a net change of +258 holders.

Based on aggregated 13F filings for Q2 2013.