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SM Energy
SM

Overview Fund Activity

282 hedge funds and large institutions have $4.67B invested in SM Energy in 2013 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 99 increasing their positions, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+24
Holders Change %
+9.3%
% of All Funds
9.15%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
55
Increased
99
Reduced
97
Closed
29
Calls
$58.3M
Puts
$42.2M
Net Calls
+$16.1M
Net Calls Change
+$13.9M

Top Buyers

1
CC
1
Carlson Capital
Texas
$45.4M
2
AL
2
AJO LP
Pennsylvania
$27.7M
3
Jennison Associates
3
Jennison Associates
New York
$27.6M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$32.8M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$24.7M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$27M
2
Franklin Resources
2
Franklin Resources
California
$30.5M
3
Boston Partners
3
Boston Partners
Massachusetts
$18.2M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$34M
5
PP
5
Peconic Partners
New York
$4.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
126
Macquarie Group
Australia
$3.37M +$33K +428 +1%
First Trust Advisors
127
First Trust Advisors
Illinois
$3.36M +$2.64M +34,164 +363%
BCMU
128
BlueCrest Capital Management (UK)
Guernsey
$3.24M +$3.24M +42,000 New
ARTA
129
A.R.T. Advisors
New York
$3.2M -$8.69M -112,545 -73%
Asset Management One
130
Asset Management One
Japan
$3.17M +$3.17M +40,967 New
MOACM
131
Mutual of America Capital Management
New York
$3.16M +$165K +2,141 +6%
AR
132
Advisory Research
Illinois
$3.09M – – –
BIM
133
Bogle Investment Management
Massachusetts
$3.06M -$80.5K -1,043 -3%
TI
134
Turner Investments
Pennsylvania
$3.04M -$13.2M -170,911 -81%
BAAM
135
Baker Avenue Asset Management
California
$3M -$114K -1,480 -4%
MFIMFI
136
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.97M -$22.7K -294 -0.8%
TCM
137
Texan Capital Management
Texas
$2.8M -$11.6K -150 -0.4%
UBS AM
138
UBS AM
Illinois
$2.75M +$206K +2,667 +8%
PPA
139
Parametric Portfolio Associates
Washington
$2.67M -$312K -4,044 -10%
MSA
140
Mason Street Advisors
Wisconsin
$2.67M -$144K -1,860 -5%
SCM
141
Stevens Capital Management
Pennsylvania
$2.66M -$112K -1,456 -4%
SAM
142
Symphony Asset Management
California
$2.62M +$1.31M +16,946 +100%
Royal Bank of Canada
143
Royal Bank of Canada
Ontario, Canada
$2.53M +$785K +10,173 +45%
SG Americas Securities
144
SG Americas Securities
New York
$2.49M +$2.11M +27,337 +558%
AG
145
Algert Global
California
$2.47M +$2.47M +31,980 New
KBC Group
146
KBC Group
Belgium
$2.47M +$183K +2,374 +8%
SOMRS
147
State of Michigan Retirement System
Michigan
$2.41M +$54K +700 +2%
Barclays
148
Barclays
United Kingdom
$2.39M +$392K +5,091 +20%
SONJCPFA
149
State of New Jersey Common Pension Fund A
New Jersey
$2.32M – – –
CCMH
150
Cornerstone Capital Management Holdings
New York
$2.3M +$2.3M +29,775 New
4 5
6
7 8