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SM Energy
SM

Overview Fund Activity

282 hedge funds and large institutions have $3.18B invested in SM Energy in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 94 reducing their positions, and 44 closing their positions.

Holders
282
Holders Change
-11
Holders Change %
-3.75%
% of All Funds
7.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
35
Increased
111
Reduced
94
Closed
44
Calls
$60.3M
Puts
$75.2M
Net Calls
-$14.9M
Net Calls Change
-$19.7M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$279M
2
KL
2
KGH Ltd
Bahamas
$77.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$226M
4
Macquarie Group
4
Macquarie Group
Australia
$56.6M
5
HCM
5
Herndon Capital Management
Georgia
$138M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$76K
2
SCM
2
SIR Capital Management
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$5.96M
4
Millennium Management
4
Millennium Management
New York
$3.05M
5
BA
5
BlackRock Advisors
Delaware
$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
101
Schneider Capital Management
Pennsylvania
$3.4M -$4.37M -94,691 -56%
KCM
102
Kennedy Capital Management
Missouri
$3.23M -$329K -7,138 -9%
UBS Group
103
UBS Group
Switzerland
$3.2M +$1.26M +27,214 +65%
SDIC
104
South Dakota Investment Council
South Dakota
$3.13M +$789K +17,100 +34%
Millennium Management
105
Millennium Management
New York
$3.05M -$21M -456,141 -87%
KBC Group
106
KBC Group
Belgium
$3.05M +$1.54M +33,387 +102%
MPAM
107
Monarch Partners Asset Management
Massachusetts
$2.95M +$1.09M +23,581 +58%
LIA
108
LS Investment Advisors
Michigan
$2.8M +$176K +3,809 +7%
EVM
109
Eaton Vance Management
Massachusetts
$2.76M -$2.31K -50 -0.1%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$2.75M -$114K -2,469 -4%
BAMCO Inc
111
BAMCO Inc
New York
$2.75M +$304K +6,600 +12%
TPSF
112
Texas Permanent School Fund
Texas
$2.65M -$155K -3,369 -6%
BBHC
113
Brown Brothers Harriman & Co
New York
$2.58M – – –
SG Americas Securities
114
SG Americas Securities
New York
$2.54M +$2.19M +47,600 +634%
MTIM
115
Marathon Trading Investment Management
Pennsylvania
$2.44M -$1.16M -25,097 -32%
Prudential Financial
116
Prudential Financial
New Jersey
$2.43M -$8.87M -192,240 -78%
NI
117
Numeric Investors
Massachusetts
$2.39M +$2.05M +44,400 +600%
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
$2.39M +$36.4K +790 +2%
LIM
119
Lathrop Investment Management
Arkansas
$2.23M -$220K -4,772 -9%
STMM
120
South Texas Money Management
Texas
$2.19M -$86.5K -1,875 -4%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$2.12M -$182K -3,939 -8%
CPA
122
Columbia Pacific Advisors
Washington
$2.08M -$2.06M -44,591 -50%
MOACM
123
Mutual of America Capital Management
New York
$2.01M +$5.44K +118 +0.3%
ACI
124
AMP Capital Investors
Australia
$1.92M +$1.92M +42,255 New
TWA
125
TCI Wealth Advisors
Arizona
$1.91M – – –
3 4
5
6 7