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SM Energy
SM

Overview Fund Activity

320 hedge funds and large institutions have $5.02B invested in SM Energy in 2014 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 127 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
9.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
42
Increased
127
Reduced
100
Closed
36
Calls
$73.7M
Puts
$242M
Net Calls
-$169M
Net Calls Change
-$119M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$79.4M
2
William Blair & Company
2
William Blair & Company
Illinois
$55.3M
3
HCM
3
Herndon Capital Management
Georgia
$171M
4
PIM
4
Perkins Investment Management
Illinois
$44.5M
5
FPA
5
First Pacific Advisors
California
$75M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
RIM
2
Rainier Investment Management
Washington
$0
3
Norges Bank
3
Norges Bank
Norway
$44.4M
4
Millennium Management
4
Millennium Management
New York
$16.7M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
101
Putnam Investments
Massachusetts
$6.73M -$275K -3,524 -4%
Retirement Systems of Alabama
102
Retirement Systems of Alabama
Alabama
$6.52M +$50.9K +652 +0.8%
ARTA
103
A.R.T. Advisors
New York
$6.51M +$76K +974 +1%
RI
104
Redwood Investments
Massachusetts
$6.3M -$1.28M -16,451 -17%
CEP
105
Chicago Equity Partners
Illinois
$6.28M +$604K +7,740 +11%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$6.12M +$536K +6,877 +10%
AA
107
Alta Advisers
United Kingdom
$5.81M -$787K -10,087 -12%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$5.75M – – –
Credit Agricole
109
Credit Agricole
France
$5.74M +$1.55M +19,815 +37%
EVM
110
Eaton Vance Management
Massachusetts
$5.71M -$958K -12,276 -14%
Swiss National Bank
111
Swiss National Bank
Switzerland
$5.69M -$117K -1,500 -2%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$5.64M +$786K +10,082 +16%
TA
113
Teachers Advisors
New York
$5.6M -$1.39M -17,807 -20%
PCM
114
Portolan Capital Management
Massachusetts
$5.3M +$5.3M +67,992 New
TPSF
115
Texas Permanent School Fund
Texas
$4.77M -$522K -6,699 -10%
TD Asset Management
116
TD Asset Management
Ontario, Canada
$4.68M +$156K +2,000 +3%
BIM
117
BRC Investment Management
Colorado
$4.67M -$292K -3,740 -6%
MLICM
118
Metropolitan Life Insurance Company (MetLife)
New York
$4.63M +$46.6K +598 +1%
BBHC
119
Brown Brothers Harriman & Co
New York
$4.36M -$485K -6,225 -10%
PP
120
PDT Partners
New York
$4.23M +$4.23M +54,241 New
Comerica Bank
121
Comerica Bank
Texas
$4.1M +$63.6K +816 +2%
EAM
122
Eagle Asset Management
Florida
$4.07M +$813K +10,423 +25%
State of Wisconsin Investment Board
123
State of Wisconsin Investment Board
Wisconsin
$3.85M +$25.7K +330 +0.7%
Stifel Financial
124
Stifel Financial
Missouri
$3.81M -$281K -3,604 -7%
BA
125
Boston Advisors
Massachusetts
$3.69M -$4.29K -55 -0.1%
3 4
5
6 7