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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 %
CCMW
151
Cypress Capital Management (Wyoming)
Wyoming
$375K – – –
ACM
152
Alpha Capital Management
Texas
$374K +$374K +19,938 New
Royal Bank of Canada
153
Royal Bank of Canada
Ontario, Canada
$369K -$558K -29,755 -60%
TCM
154
Texan Capital Management
Texas
$367K +$96.4K +5,400 +36%
Public Employees Retirement Association of Colorado
155
Public Employees Retirement Association of Colorado
Colorado
$366K +$21.7K +1,155 +6%
LSERS
156
Louisiana State Employees Retirement System
Louisiana
$354K +$1.87K +100 +0.5%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$341K +$15.4K +819 +5%
Barclays
158
Barclays
United Kingdom
$307K -$777K -43,064 -72%
Federated Hermes
159
Federated Hermes
Pennsylvania
$304K -$25.1K -1,331 -8%
DIA
160
Denver Investment Advisors
Colorado
$299K -$16.8M -896,441 -98%
WF
161
Welch & Forbes
Massachusetts
$297K +$73.1K +3,900 +33%
RHBC
162
R.H. Bluestein & Co
Michigan
$292K +$86.1K +4,600 +42%
ProShare Advisors
163
ProShare Advisors
Maryland
$282K +$38.8K +2,071 +16%
MHI
164
Miller Howard Investments
New York
$280K -$7.45K -397 -3%
PA
165
Profund Advisors
Maryland
$254K +$254K +13,548 New
PG
166
PEAK6 Group
Illinois
$251K +$251K +13,396 New
BF
167
BOK Financial
Oklahoma
$237K -$21.9K -1,172 -8%
QIM
168
Quantitative Investment Management
Virginia
$236K -$2.6M -138,800 -92%
COPPSERS
169
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$228K -$141K -7,539 -38%
CAM
170
Capstone Asset Management
Texas
$227K +$936 +50 +0.4%
URS
171
Utah Retirement Systems
Utah
$226K – – –
NMIMC
172
Northwestern Mutual Investment Management Company
Wisconsin
$220K +$220K +11,745 New
PAM
173
Panagora Asset Management
Massachusetts
$215K +$61.3K +3,268 +40%
IIM
174
Ironwood Investment Management
Massachusetts
$213K – – –
CG
175
Cutler Group
California
$209K -$905K -48,499 -81%
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7
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