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SM Energy
SM

Overview Fund Activity

316 hedge funds and large institutions have $5.29B invested in SM Energy in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 111 increasing their positions, 120 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+10
Holders Change %
+3.27%
% of All Funds
9.09%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.14%
New
45
Increased
111
Reduced
120
Closed
33
Calls
$46M
Puts
$95.6M
Net Calls
-$49.6M
Net Calls Change
-$49.8M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$165M
2
Norges Bank
2
Norges Bank
Norway
$93.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$394M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$113M
5
Millennium Management
5
Millennium Management
New York
$43.7M

Top Sellers

1
HCM
1
Herndon Capital Management
Georgia
$140M
2
CWAM
2
Columbia Wanger Asset Management
Illinois
$87.8M
3
Citigroup
3
Citigroup
New York
$239K
4
RIM
4
Rainier Investment Management
Washington
$60M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.27M -$1.01M -11,991 -12%
EVM
102
Eaton Vance Management
Massachusetts
$7.19M -$1.35M -16,029 -16%
AA
103
Alta Advisers
United Kingdom
$7.11M +$610K +7,258 +9%
Retirement Systems of Alabama
104
Retirement Systems of Alabama
Alabama
$6.98M -$37K -440 -0.5%
ARTA
105
A.R.T. Advisors
New York
$6.94M +$6.94M +82,497 New
AAM
106
Archipel Asset Management
Sweden
$6.54M +$6.54M +77,779 New
KBC Group
107
KBC Group
Belgium
$6.46M -$35.3K -420 -0.5%
Swiss National Bank
108
Swiss National Bank
Switzerland
$6.26M – – –
LCM
109
Lucas Capital Management
New Jersey
$6.21M +$2.63M +31,300 +74%
State of Tennessee, Department of Treasury
110
State of Tennessee, Department of Treasury
Tennessee
$6.2M -$11.5M -137,200 -65%
CEP
111
Chicago Equity Partners
Illinois
$6.12M -$138K -1,645 -2%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$6.02M -$8.99M -106,869 -60%
TPSF
113
Texas Permanent School Fund
Texas
$5.7M +$9.08K +108 +0.2%
Axa
114
Axa
France
$5.55M +$2.61M +31,000 +89%
BIM
115
BRC Investment Management
Colorado
$5.35M +$5.35M +63,590 New
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$5.23M +$260K +3,093 +5%
BBHC
117
Brown Brothers Harriman & Co
New York
$5.23M – – –
MLICM
118
Metropolitan Life Insurance Company (MetLife)
New York
$4.95M +$15.1K +180 +0.3%
TD Asset Management
119
TD Asset Management
Ontario, Canada
$4.88M -$210K -2,500 -4%
BlackRock
120
BlackRock
New York
$4.82M -$46.2K -549 -0.9%
Credit Agricole
121
Credit Agricole
France
$4.53M +$4.53M +53,825 New
Stifel Financial
122
Stifel Financial
Missouri
$4.41M +$580K +6,898 +15%
Comerica Bank
123
Comerica Bank
Texas
$4.35M -$428K -5,091 -9%
UBS AM
124
UBS AM
Illinois
$4.32M +$1.16M +13,830 +37%
State of Wisconsin Investment Board
125
State of Wisconsin Investment Board
Wisconsin
$4.12M +$137K +1,630 +3%
3 4
5
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