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SM Energy
SM

Overview Fund Activity

320 hedge funds and large institutions have $5.02B invested in SM Energy in 2014 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 127 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
9.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
42
Increased
127
Reduced
100
Closed
36
Calls
$73.7M
Puts
$242M
Net Calls
-$169M
Net Calls Change
-$119M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$79.4M
2
William Blair & Company
2
William Blair & Company
Illinois
$55.3M
3
HCM
3
Herndon Capital Management
Georgia
$171M
4
PIM
4
Perkins Investment Management
Illinois
$44.5M
5
FPA
5
First Pacific Advisors
California
$75M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
RIM
2
Rainier Investment Management
Washington
$0
3
Norges Bank
3
Norges Bank
Norway
$44.4M
4
Millennium Management
4
Millennium Management
New York
$16.7M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
151
Two Sigma Investments
New York
$2.5M -$8.11M -103,905 -76%
SOMRS
152
State of Michigan Retirement System
Michigan
$2.5M +$31.2K +400 +1%
Canada Pension Plan Investment Board
153
Canada Pension Plan Investment Board
Ontario, Canada
$2.41M -$9M -115,400 -79%
TCM
154
Tributary Capital Management
Nebraska
$2.41M +$129K +1,650 +6%
State of New Jersey Common Pension Fund D
155
State of New Jersey Common Pension Fund D
New Jersey
$2.34M – – –
AR
156
Advisory Research
Illinois
$2.15M -$585K -7,500 -21%
MC
157
Menta Capital
California
$1.79M -$686K -8,800 -28%
TPCM
158
Three Peaks Capital Management
Colorado
$1.71M +$768K +9,845 +81%
LMGAM
159
Liberty Mutual Group Asset Management
Massachusetts
$1.71M +$34.3K +440 +2%
DCM
160
Decade Capital Management
New York
$1.69M +$1.69M +21,624 New
HNB
161
Huntington National Bank
Ohio
$1.68M -$373K -4,782 -18%
NAM
162
NorthCoast Asset Management
Connecticut
$1.63M +$30K +384 +2%
SDIC
163
South Dakota Investment Council
South Dakota
$1.61M +$1.61M +20,600 New
OPERF
164
Oregon Public Employees Retirement Fund
Oregon
$1.55M +$31.2K +400 +2%
VRS
165
Virginia Retirement Systems
Virginia
$1.54M -$39K -500 -2%
Public Employees Retirement Association of Colorado
166
Public Employees Retirement Association of Colorado
Colorado
$1.49M -$89.5K -1,147 -6%
ACI
167
Advance Capital I
Michigan
$1.49M – – –
MERSOM
168
Municipal Employees' Retirement System of Michigan
Michigan
$1.48M +$39K +500 +3%
ST
169
Semper Trust
Pennsylvania
$1.48M +$1.48M +19,000 New
AL
170
Airain Ltd
Guernsey
$1.48M -$355K -4,556 -19%
BA
171
Bridgewater Associates
Connecticut
$1.44M +$1.44M +18,483 New
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$1.44M +$374K +4,800 +35%
LSERS
173
Louisiana State Employees Retirement System
Louisiana
$1.43M +$23.4K +300 +2%
CSS
174
Cubist Systematic Strategies
Connecticut
$1.37M +$1.07M +13,779 +359%
AAM
175
Advisors Asset Management
Colorado
$1.36M +$355K +4,553 +35%
5 6
7
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