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SM Energy
SM

Overview Fund Activity

241 hedge funds and large institutions have $1.72B invested in SM Energy in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 65 reducing their positions, and 49 closing their positions.

Holders
241
Holders Change
-24
Holders Change %
-9.06%
% of All Funds
6.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
28
Increased
111
Reduced
65
Closed
49
Calls
$21.8M
Puts
$32.2M
Net Calls
-$10.3M
Net Calls Change
-$3.24M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$132M
2
KL
2
KGH Ltd
Bahamas
$78.8M
3
CCM
3
Causeway Capital Management
California
$90.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$167M
5
SCM
5
Schneider Capital Management
Pennsylvania
$21M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$56.8M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$23.7M
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$0
4
CWAM
4
Columbia Wanger Asset Management
Illinois
$4.79M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$4.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Retirement Systems of Alabama
101
Retirement Systems of Alabama
Alabama
$1.72M +$23K +1,172 +1%
RFC
102
Russell Frank Company
Washington
$1.68M -$269K -14,750 -14%
CPA
103
Columbia Pacific Advisors
Washington
$1.67M +$96.7K +4,920 +6%
TA
104
Teachers Advisors
New York
$1.66M -$59.5K -3,028 -3%
CC
105
Capital Counsel
New York
$1.63M – – –
CCMH
106
Cornerstone Capital Management Holdings
New York
$1.54M +$401K +20,392 +35%
PPA
107
Parametric Portfolio Associates
Washington
$1.54M -$2.57M -130,669 -63%
IAM
108
Impax Asset Management
New Hampshire
$1.38M – – –
AI
109
Analytic Investors
California
$1.22M +$1.22M +62,124 New
LIA
110
LS Investment Advisors
Michigan
$1.19M -$117K -5,950 -9%
MLICM
111
Metropolitan Life Insurance Company (MetLife)
New York
$1.18M +$5.25K +267 +0.4%
CG
112
Cutler Group
California
$1.17M +$1.17M +59,700 New
NI
113
Numeric Investors
Massachusetts
$1.16M +$1.16M +58,800 New
EVM
114
Eaton Vance Management
Massachusetts
$1.15M -$28.5K -1,450 -2%
Barclays
115
Barclays
United Kingdom
$1.14M +$898K +47,236 +368%
Wellington Management Group
116
Wellington Management Group
Massachusetts
$1.14M – – –
Parallax Volatility Advisers
117
Parallax Volatility Advisers
California
$1.14M +$20.7K +1,053 +2%
AAM
118
Advisors Asset Management
Colorado
$1.12M -$181K -9,223 -14%
TPSF
119
Texas Permanent School Fund
Texas
$1.11M +$1.24K +63 +0.1%
BBHC
120
Brown Brothers Harriman & Co
New York
$1.1M – – –
Canada Pension Plan Investment Board
121
Canada Pension Plan Investment Board
Ontario, Canada
$1.09M +$468K +23,800 +75%
VKH
122
Virtu KCG Holdings
New York
$1.08M +$1.08M +54,883 New
JPMorgan Chase & Co
123
JPMorgan Chase & Co
New York
$1.07M -$4.83M -245,531 -82%
JPMPWA
124
J.P. Morgan Private Wealth Advisors
California
$1.05M +$197K +10,009 +23%
D.E. Shaw & Co
125
D.E. Shaw & Co
New York
$1.02M +$1.02M +51,879 New
3 4
5
6 7