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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.

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

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$56.8M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$23.7M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
$0
4
CWAM
Columbia Wanger Asset Management
Illinois
$4.79M
5
Principal Financial Group
Principal Financial Group
Iowa
$4.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$971K +$191K +9,737 +25%
HCM
127
Highbridge Capital Management
New York
$971K +$971K +49,412 New
State of Wisconsin Investment Board
128
State of Wisconsin Investment Board
Wisconsin
$959K -$30.1K -1,530 -3%
DCM
129
Dynamic Capital Management
Jersey
$915K +$915K +46,519 New
STMM
130
South Texas Money Management
Texas
$903K -$31.5K -1,600 -3%
MOACM
131
Mutual of America Capital Management
New York
$878K -$11K -559 -1%
CL
132
CPWM LLC
Washington
$872K +$96.8K +4,920 +12%
LMGAM
133
Liberty Mutual Group Asset Management
Massachusetts
$862K +$293K +14,875 +51%
Comerica Bank
134
Comerica Bank
Texas
$835K +$9.08K +561 +1%
Acadian Asset Management
135
Acadian Asset Management
Massachusetts
$829K +$829K +42,227 New
TWA
136
TCI Wealth Advisors
Arizona
$816K – – –
SFP
137
Santa Fe Partners
New Mexico
$766K +$766K +38,990 New
CIC
138
Crawford Investment Counsel
Georgia
$745K +$204K +10,400 +38%
Group One Trading
139
Group One Trading
Illinois
$744K +$522K +26,546 +235%
AG
140
Aperio Group
California
$743K +$177K +9,026 +31%
LIM
141
Lathrop Investment Management
Arkansas
$742K -$124K -6,311 -14%
Citigroup
142
Citigroup
New York
$726K -$1.52M -77,575 -68%
WPW
143
Waldron Private Wealth
Pennsylvania
$700K +$1.32K +67 +0.2%
KBC Group
144
KBC Group
Belgium
$689K +$182K +9,237 +36%
BCM
145
Bridgeway Capital Management
Texas
$668K +$668K +34,000 New
CBB
146
Citizens Business Bank
California
$640K +$271K +13,798 +74%
ASRS
147
Arizona State Retirement System
Arizona
$636K +$30.1K +1,529 +5%
Legal & General Group
148
Legal & General Group
United Kingdom
$607K +$12.1K +619 +2%
Morgan Stanley
149
Morgan Stanley
New York
$605K +$218K +11,052 +56%
GCP
150
GSA Capital Partners
United Kingdom
$604K -$68.6K -3,487 -10%
4 5
6
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