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SM Energy
SM

Overview Fund Activity

265 hedge funds and large institutions have $2.41B invested in SM Energy in 2015 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 72 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
-17
Holders Change %
-6.03%
% of All Funds
7.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
37
Increased
112
Reduced
72
Closed
52
Calls
$41.8M
Puts
$48.9M
Net Calls
-$7.1M
Net Calls Change
+$7.82M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$227M
2
Millennium Management
Millennium Management
New York
$62.7M
3
CCM
Causeway Capital Management
California
$83.6M
4
SCM
SIR Capital Management
New York
$31.7M
5
CCP
Caymus Capital Partners
Texas
$38.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$29.5M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
AQR Capital Management
AQR Capital Management
Connecticut
$10.2M
4
HCM
Highbridge Capital Management
New York
$0
5
HCM
Hayman Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
151
Mason Street Advisors
Wisconsin
$895K +$19.2K +598 +2%
CIC
152
Crawford Investment Counsel
Georgia
$881K +$375K +11,700 +74%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$857K -$101K -3,157 -11%
QSS
154
Quantitative Systematic Strategies
Florida
$852K +$852K +26,554 New
KBC Group
155
KBC Group
Belgium
$827K -$1.29M -40,307 -61%
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$817K -$462K -13,800 -36%
Grantham, Mayo, Van Otterloo & Co (GMO)
157
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$817K +$817K +25,500 New
FMT
158
First Mercantile Trust
Tennessee
$801K – – –
ANTB
159
AMG National Trust Bank
Colorado
$733K +$548K +17,102 +296%
VOYA Investment Management
160
VOYA Investment Management
Georgia
$731K -$20.1K -628 -3%
Luther King Capital Management (LKCM)
161
Luther King Capital Management (LKCM)
Texas
$684K – – –
Envestnet Asset Management
162
Envestnet Asset Management
Illinois
$683K +$132K +4,137 +24%
MERSOM
163
Municipal Employees' Retirement System of Michigan
Michigan
$682K +$1.92K +60 +0.3%
OPERF
164
Oregon Public Employees Retirement Fund
Oregon
$674K – – –
Royal London Asset Management
165
Royal London Asset Management
United Kingdom
$650K +$650K +20,302 New
CCMW
166
Cypress Capital Management (Wyoming)
Wyoming
$641K – – –
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$632K -$3.81K -119 -0.6%
Morgan Stanley
168
Morgan Stanley
New York
$630K -$6.04M -188,428 -91%
COPPSERS
169
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$628K +$3.97K +124 +0.6%
BNP Paribas Asset Management
170
BNP Paribas Asset Management
France
$624K – – –
CBB
171
Citizens Business Bank
California
$600K +$134K +4,200 +29%
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$588K -$737 -23 -0.1%
LSERS
173
Louisiana State Employees Retirement System
Louisiana
$586K +$16K +500 +3%
CSS
174
Cubist Systematic Strategies
Connecticut
$580K +$108K +3,380 +23%
IIM
175
Ironwood Investment Management
Massachusetts
$577K – – –
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7
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