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SM Energy
SM

Overview Fund Activity

293 hedge funds and large institutions have $3.31B invested in SM Energy in 2015 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 100 increasing their positions, 108 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+14
Holders Change %
+5.02%
% of All Funds
7.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
60
Increased
100
Reduced
108
Closed
43
Calls
$93.1M
Puts
$88.3M
Net Calls
+$4.81M
Net Calls Change
-$3.29M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$198M
2
Citadel Advisors
2
Citadel Advisors
Florida
$50.1M
3
CCM
3
Causeway Capital Management
California
$39.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$164M
5
BFA
5
BlackRock Fund Advisors
California
$113M

Top Sellers

1
AL
1
AJO LP
Pennsylvania
$14.6M
2
PIM
2
Perkins Investment Management
Illinois
$8.91M
3
FPA
3
First Pacific Advisors
California
$49.8M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$11.6M
5
Wells Fargo
5
Wells Fargo
California
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
101
Columbia Pacific Advisors
Washington
$4.63M +$17.3K +334 +0.4%
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$4.59M -$428K -8,273 -9%
Wellington Management Group
103
Wellington Management Group
Massachusetts
$4.48M +$4.48M +86,600 New
Retirement Systems of Alabama
104
Retirement Systems of Alabama
Alabama
$4.43M +$103K +1,988 +2%
GP
105
GLG Partners
United Kingdom
$4.38M +$4.38M +84,717 New
AAM
106
Advisors Asset Management
Colorado
$4.33M +$1.66M +32,189 +62%
BPIM
107
Brant Point Investment Management
New York
$4.13M +$4.13M +80,000 New
MTIM
108
Marathon Trading Investment Management
Pennsylvania
$4.03M +$70K +1,355 +2%
KCM
109
Kennedy Capital Management
Missouri
$3.99M -$3.39M -65,568 -46%
Swiss National Bank
110
Swiss National Bank
Switzerland
$3.9M +$36.2K +700 +0.9%
QI
111
QS Investors
New York
$3.72M -$2.4M -46,421 -39%
TCM
112
Tributary Capital Management
Nebraska
$3.66M +$252K +4,868 +7%
NC
113
Nicholas Company
Wisconsin
$3.64M -$1.77M -34,345 -33%
Luther King Capital Management (LKCM)
114
Luther King Capital Management (LKCM)
Texas
$3.64M -$5.02M -97,095 -58%
BCM
115
Bodri Capital Management
California
$3.62M +$3.62M +70,000 New
JIM
116
Jupiter Investment Management
United Kingdom
$3.61M -$6.61M -127,857 -65%
CCMH
117
Cornerstone Capital Management Holdings
New York
$3.29M +$3.29M +63,655 New
CM
118
Castleark Management
Illinois
$3.28M +$1.29M +25,000 +65%
MLICM
119
Metropolitan Life Insurance Company (MetLife)
New York
$3.21M +$109K +2,108 +4%
TPSF
120
Texas Permanent School Fund
Texas
$3.14M +$4.13K +80 +0.1%
EVM
121
Eaton Vance Management
Massachusetts
$3.1M -$376K -7,270 -11%
LIA
122
LS Investment Advisors
Michigan
$2.94M -$207K -4,008 -7%
BBHC
123
Brown Brothers Harriman & Co
New York
$2.89M -$2.52M -48,767 -47%
BAMCO Inc
124
BAMCO Inc
New York
$2.74M +$269K +5,200 +11%
LIM
125
Lathrop Investment Management
Arkansas
$2.74M -$539K -10,431 -16%
3 4
5
6 7