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SM Energy
SM

Overview Fund Activity

306 hedge funds and large institutions have $4.3B invested in SM Energy in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 126 increasing their positions, 102 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-15
Holders Change %
-4.67%
% of All Funds
8.84%
Holding in Top 10
1
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-87.5%
% of All Funds
0.03%
New
40
Increased
126
Reduced
102
Closed
51
Calls
$26.7M
Puts
$26.6M
Net Calls
+$134K
Net Calls Change
+$34.8M

Top Buyers

1
HCM
Herndon Capital Management
Georgia
+$138M
2
Artisan Partners
Artisan Partners
Wisconsin
+$49.3M
3
AL
AJO LP
Pennsylvania
+$45.4M
4
EM
Elliott Management
New York
+$33.9M
5
VanEck Associates
VanEck Associates
New York
+$28.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$160M
2
Citadel Advisors
Citadel Advisors
Florida
-$112M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.6M
4
ECA
Encompass Capital Advisors
New York
-$41.2M
5
Ameriprise
Ameriprise
Minnesota
-$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NI
126
Numeric Investors
Massachusetts
$3.32M +$3.32M +46,600 New
Stifel Financial
127
Stifel Financial
Missouri
$3.25M +$3.25M +45,528 New
OAC
128
OMERS Administration Corp
Ontario, Canada
$3.24M +$3.24M +45,400 New
SAM
129
Symphony Asset Management
California
$3.19M +$630K +8,844 +25%
EAM
130
Eagle Asset Management
Florida
$3.12M -$135K -1,889 -4%
Nomura Holdings
131
Nomura Holdings
Japan
$3.04M +$912K +12,723 +43%
ASRS
132
Arizona State Retirement System
Arizona
$3.04M -$278K -3,900 -8%
LCM
133
Lucas Capital Management
New Jersey
$3.03M +$2.28M +32,000 +305%
MOACM
134
Mutual of America Capital Management
New York
$3M +$88.4K +1,240 +3%
TWA
135
TCI Wealth Advisors
Arizona
$2.96M +$2.96M +41,519 New
NC
136
Nicholas Company
Wisconsin
$2.93M -$46.3K -650 -2%
CCP
137
Caymus Capital Partners
Texas
$2.88M -$5.1M -71,600 -64%
UBS AM
138
UBS AM
Illinois
$2.68M +$209K +2,933 +8%
WPW
139
Waldron Private Wealth
Pennsylvania
$2.53M – – –
Axa
140
Axa
France
$2.5M -$1.07M -15,000 -30%
AR
141
Advisory Research
Illinois
$2.5M – – –
STC
142
SEI Trust Company
Pennsylvania
$2.46M -$4.17M -58,480 -63%
MSA
143
Mason Street Advisors
Wisconsin
$2.44M -$5.21K -73 -0.2%
ST
144
Spot Trading
Illinois
$2.39M +$980K +13,742 +69%
ARC
145
Absolute Return Capital
Massachusetts
$2.33M +$1.96M +27,476 +525%
MAM
146
Martingale Asset Management
Massachusetts
$2.31M +$309K +4,326 +15%
SOMRS
147
State of Michigan Retirement System
Michigan
$2.25M +$14.3K +200 +0.6%
SONJCPFA
148
State of New Jersey Common Pension Fund A
New Jersey
$2.14M – – –
DIA
149
Dana Investment Advisors
Wisconsin
$2.12M -$13.7M -191,908 -87%
Nuveen Asset Management
150
Nuveen Asset Management
Illinois
$2.12M +$276K +3,864 +15%
4 5
6
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