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SM Energy
SM

Overview Fund Activity

225 hedge funds and large institutions have $1.57B invested in SM Energy in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-16
Holders Change %
-6.64%
% of All Funds
6%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
35
Increased
88
Reduced
68
Closed
50
Calls
$14.6M
Puts
$31.9M
Net Calls
-$17.3M
Net Calls Change
-$6.93M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$28.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.9M
3
SCM
Schneider Capital Management
Pennsylvania
+$23M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$22.3M
5
SDIC
South Dakota Investment Council
South Dakota
+$18.9M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$53M
2
Artisan Partners
Artisan Partners
Wisconsin
-$52.9M
3
HCM
Herndon Capital Management
Georgia
-$48.6M
4
CCP
Caymus Capital Partners
Texas
-$26.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
126
Aperio Group
California
$630K -$77.8K -4,155 -11%
AI
127
Analytic Investors
California
$628K -$536K -28,616 -46%
ASRS
128
Arizona State Retirement System
Arizona
$608K +$1.88K +100 +0.3%
DCM
129
Driehaus Capital Management
Illinois
$598K +$598K +31,894 New
KBC Group
130
KBC Group
Belgium
$586K -$70.7K -3,773 -11%
State of New Jersey Common Pension Fund D
131
State of New Jersey Common Pension Fund D
New Jersey
$562K – – –
MSA
132
Mason Street Advisors
Wisconsin
$555K +$21.9K +1,170 +4%
TI
133
Trexquant Investment
Connecticut
$513K +$513K +27,400 New
QC
134
Quadrature Capital
United Kingdom
$505K -$1.81M -96,482 -78%
STMM
135
South Texas Money Management
Texas
$505K -$356K -19,000 -41%
LMGAM
136
Liberty Mutual Group Asset Management
Massachusetts
$505K -$315K -16,823 -38%
SOMRS
137
State of Michigan Retirement System
Michigan
$504K – – –
SCA
138
Secor Capital Advisors
New York
$503K +$503K +26,843 New
Tudor Investment Corp
139
Tudor Investment Corp
Connecticut
$459K +$459K +24,469 New
NIPH
140
NN Investment Partners Holdings
Netherlands
$457K +$457K +24,400 New
B
141
Barings
North Carolina
$448K +$448K +23,900 New
DekaBank Deutsche Girozentrale
142
DekaBank Deutsche Girozentrale
Germany
$446K – – –
GT
143
Glenmede Trust
Pennsylvania
$438K +$208K +11,157 +90%
Citadel Advisors
144
Citadel Advisors
Florida
$435K +$103K +5,486 +31%
MERSOM
145
Municipal Employees' Retirement System of Michigan
Michigan
$425K +$17.8K +950 +4%
SG Americas Securities
146
SG Americas Securities
New York
$421K +$82.4K +4,394 +24%
Jane Street
147
Jane Street
New York
$417K +$417K +22,274 New
OPERF
148
Oregon Public Employees Retirement Fund
Oregon
$416K +$21.9K +1,167 +6%
UBS Group
149
UBS Group
Switzerland
$393K +$96K +5,134 +32%
Luther King Capital Management (LKCM)
150
Luther King Capital Management (LKCM)
Texas
$392K – – –
4 5
6
7 8