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SM Energy
SM

Overview Fund Activity

316 hedge funds and large institutions have $5.29B invested in SM Energy in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 111 increasing their positions, 120 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+10
Holders Change %
+3.27%
% of All Funds
9.09%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.14%
New
45
Increased
111
Reduced
120
Closed
33
Calls
$46M
Puts
$95.6M
Net Calls
-$49.6M
Net Calls Change
-$49.8M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$165M
2
Norges Bank
Norges Bank
Norway
$93.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$394M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$113M
5
Millennium Management
Millennium Management
New York
$43.7M

Top Sellers

1
HCM
Herndon Capital Management
Georgia
$140M
2
CWAM
Columbia Wanger Asset Management
Illinois
$87.8M
3
Citigroup
Citigroup
New York
$239K
4
RIM
Rainier Investment Management
Washington
$60M
5
AllianceBernstein
AllianceBernstein
Tennessee
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
126
Boston Advisors
Massachusetts
$3.98M -$8.83K -105 -0.2%
BPGAM
127
BTG Pactual Global Asset Management
Bermuda
$3.84M -$370K -4,400 -9%
NC
128
Nicholas Company
Wisconsin
$3.65M +$200K +2,375 +6%
PPA
129
Parametric Portfolio Associates
Washington
$3.56M -$1.54M -18,273 -30%
EAM
130
Eagle Asset Management
Florida
$3.51M -$166K -1,970 -5%
TWA
131
TCI Wealth Advisors
Arizona
$3.49M – – –
MOACM
132
Mutual of America Capital Management
New York
$3.49M -$55.8K -663 -2%
SG Americas Securities
133
SG Americas Securities
New York
$3.44M -$1.07M -12,713 -24%
ASRS
134
Arizona State Retirement System
Arizona
$3.44M -$143K -1,700 -4%
SAM
135
Symphony Asset Management
California
$3.4M -$361K -4,294 -10%
OAC
136
OMERS Administration Corp
Ontario, Canada
$3.39M -$429K -5,100 -11%
ARC
137
Absolute Return Capital
Massachusetts
$3.3M +$548K +6,521 +20%
DIA
138
Dana Investment Advisors
Wisconsin
$3M +$499K +5,938 +20%
WPW
139
Waldron Private Wealth
Pennsylvania
$2.99M – – –
DCM
140
Dupont Capital Management
Delaware
$2.98M +$2.61M +31,000 +705%
MAM
141
Martingale Asset Management
Massachusetts
$2.97M +$249K +2,963 +9%
AR
142
Advisory Research
Illinois
$2.94M – – –
ProShare Advisors
143
ProShare Advisors
Maryland
$2.93M +$2.06M +24,493 +236%
MSA
144
Mason Street Advisors
Wisconsin
$2.83M -$54.1K -643 -2%
RA
145
Royce & Associates
New York
$2.72M -$18.1M -215,100 -87%
MC
146
Menta Capital
California
$2.67M +$2.14M +25,400 +397%
SOMRS
147
State of Michigan Retirement System
Michigan
$2.66M – – –
PAMU
148
Pictet Asset Management (UK)
United Kingdom
$2.63M +$2.63M +31,230 New
AI
149
Atria Investments
North Carolina
$2.54M +$2.54M +30,225 New
State of New Jersey Common Pension Fund D
150
State of New Jersey Common Pension Fund D
New Jersey
$2.52M +$2.52M +30,000 New
4 5
6
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