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SM Energy
SM

Overview Fund Activity

293 hedge funds and large institutions have $3.31B invested in SM Energy in 2015 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 100 increasing their positions, 108 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+14
Holders Change %
+5.02%
% of All Funds
7.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
60
Increased
100
Reduced
108
Closed
43
Calls
$93.1M
Puts
$88.3M
Net Calls
+$4.81M
Net Calls Change
-$3.29M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$198M
2
Citadel Advisors
2
Citadel Advisors
Florida
$50.1M
3
CCM
3
Causeway Capital Management
California
$39.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$164M
5
BFA
5
BlackRock Fund Advisors
California
$113M

Top Sellers

1
AL
1
AJO LP
Pennsylvania
$14.6M
2
PIM
2
Perkins Investment Management
Illinois
$8.91M
3
FPA
3
First Pacific Advisors
California
$49.8M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$11.6M
5
Wells Fargo
5
Wells Fargo
California
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rafferty Asset Management
151
Rafferty Asset Management
New York
$1.74M -$245K -4,744 -12%
VRS
152
Virginia Retirement Systems
Virginia
$1.74M +$315K +6,100 +22%
KBC Group
153
KBC Group
Belgium
$1.69M -$1.44M -27,833 -46%
AG
154
Aperio Group
California
$1.59M +$246K +4,760 +18%
SOMRS
155
State of Michigan Retirement System
Michigan
$1.58M -$77.5K -1,500 -5%
State of New Jersey Common Pension Fund D
156
State of New Jersey Common Pension Fund D
New Jersey
$1.55M – – –
NBC
157
Neuberger Berman Canada
Ontario, Canada
$1.52M -$1.43M -27,732 -49%
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.5M +$39.8K +770 +3%
Nuveen Asset Management
159
Nuveen Asset Management
Illinois
$1.41M – – –
MSA
160
Mason Street Advisors
Wisconsin
$1.4M -$332K -6,429 -19%
AL
161
Airain Ltd
Guernsey
$1.39M +$1.39M +26,954 New
Nomura Holdings
162
Nomura Holdings
Japan
$1.37M +$1.37M +25,856 New
HPCM
163
High Pointe Capital Management
Illinois
$1.36M -$273K -5,290 -17%
AAMU
164
AEGON Asset Management (UK)
United Kingdom
$1.34M +$1.34M +26,025 New
FMT
165
First Mercantile Trust
Tennessee
$1.34M +$1.34M +26,000 New
Barclays
166
Barclays
United Kingdom
$1.29M -$2.16M -42,354 -63%
Connor, Clark & Lunn Investment Management (CC&L)
167
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.22M +$1.22M +23,600 New
ARC
168
Absolute Return Capital
Massachusetts
$1.19M -$1.19M -23,106 -50%
RA
169
Rational Advisors
New York
$1.19M -$191K -3,700 -14%
LMGAM
170
Liberty Mutual Group Asset Management
Massachusetts
$1.18M +$60.2K +1,165 +5%
ACI
171
Advance Capital I
Michigan
$1.15M +$496K +9,600 +76%
CCMW
172
Cypress Capital Management (Wyoming)
Wyoming
$1.14M -$568K -11,000 -33%
RJA
173
Raymond James & Associates
Florida
$1.09M +$141K +2,729 +15%
OPERF
174
Oregon Public Employees Retirement Fund
Oregon
$1.07M +$46.5K +900 +5%
Legal & General Group
175
Legal & General Group
United Kingdom
$1.06M +$472K +9,137 +80%
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7
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