SM icon

SM Energy
SM

Overview Fund Activity

321 hedge funds and large institutions have $5.14B invested in SM Energy in 2013 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 103 increasing their positions, 112 reducing their positions, and 32 closing their positions.

Holders
321
Holders Change
+39
Holders Change %
+13.83%
% of All Funds
9.32%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
72
Increased
103
Reduced
112
Closed
32
Calls
$45.1M
Puts
$79.8M
Net Calls
-$34.6M
Net Calls Change
-$50.7M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$191M
2
HCM
2
Herndon Capital Management
Georgia
$69.8M
3
ECA
3
Encompass Capital Advisors
New York
$41.2M
4
RIM
4
Rainier Investment Management
Washington
$103M
5
Jennison Associates
5
Jennison Associates
New York
$64.3M

Top Sellers

1
BA
1
BlackRock Advisors
Delaware
$67.5M
2
SCA
2
SAC Capital Advisors
Connecticut
$18.5M
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$13M
4
Goldman Sachs
4
Goldman Sachs
New York
$63.1M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MBI
126
Montrusco Bolton Investments
Quebec, Canada
$3.76M -$722K -8,689 -16%
JIM
127
Jupiter Investment Management
United Kingdom
$3.66M +$3.66M +44,307 New
NC
128
Nicholas Company
Wisconsin
$3.46M -$831K -10,000 -19%
NCCM
129
Nine Chapters Capital Management
New Jersey
$3.41M +$1.4M +16,800 +69%
LOAME
130
Lombard Odier Asset Management (Europe)
United Kingdom
$3.41M +$3.41M +41,000 New
MOACM
131
Mutual of America Capital Management
New York
$3.4M -$7.9K -95 -0.2%
KBC Group
132
KBC Group
Belgium
$3.4M +$740K +8,899 +28%
BAAM
133
Baker Avenue Asset Management
California
$3.24M +$4.99K +60 +0.2%
SAM
134
Sentinel Asset Management
Vermont
$3.23M -$1.48M -17,830 -31%
AG
135
Algert Global
California
$3.21M +$552K +6,640 +21%
SAM
136
Symphony Asset Management
California
$2.98M +$160K +1,923 +6%
WPW
137
Waldron Private Wealth
Pennsylvania
$2.96M +$2.96M +35,552 New
AR
138
Advisory Research
Illinois
$2.91M -$416K -5,000 -13%
UBS AM
139
UBS AM
Illinois
$2.88M -$83.1K -1,000 -3%
MSA
140
Mason Street Advisors
Wisconsin
$2.86M -$21.5K -259 -0.7%
Lord, Abbett & Co
141
Lord, Abbett & Co
New Jersey
$2.83M -$12.8M -154,000 -82%
CMBA
142
C.M. Bidwell & Associates
Hawaii
$2.71M +$2.71M +32,655 New
Millennium Management
143
Millennium Management
New York
$2.7M -$4.62M -55,540 -63%
SOMRS
144
State of Michigan Retirement System
Michigan
$2.61M +$16.6K +200 +0.6%
SONJCPFA
145
State of New Jersey Common Pension Fund A
New Jersey
$2.49M – – –
Nomura Holdings
146
Nomura Holdings
Japan
$2.46M +$737K +8,896 +43%
SCM
147
Stevens Capital Management
Pennsylvania
$2.39M -$471K -5,664 -16%
TCM
148
Tributary Capital Management
Nebraska
$2.39M -$3.18M -38,287 -57%
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.36M +$438K +5,265 +23%
MAM
150
Martingale Asset Management
Massachusetts
$2.33M +$1.58M +19,017 +211%
4 5
6
7 8