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SM Energy
SM

258 hedge funds and large institutions have $3.57B invested in SM Energy in 2013 Q2 according to their latest regulatory filings, with 258 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

90.32% more ownership

Funds ownership: 0% → 90.32% (+90%)

9% more call options, than puts

Call options by funds: $26.8M | Put options by funds: $24.6M

Holders
258
Holders Change
+258
Holders Change %
–
% of All Funds
8.42%
Holding in Top 10
10
Holding in Top 10 Change
+10
Holding in Top 10 Change %
% of All Funds
0.33%
New
258
Increased
–
Reduced
–
Closed
–
Calls
$26.8M
Puts
$24.6M
Net Calls
+$2.21M
Net Calls Change
+$2.21M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
176
First Trust Advisors
Illinois
$564K +$573K +9,401 New
SB
177
Suntrust Banks
Georgia
$560K +$570K +9,356 New
CAM
178
Capstone Asset Management
Texas
$552K +$561K +9,197 New
BG
179
Bahl & Gaynor
Ohio
$539K +$547K +8,980 New
AG
180
Aperio Group
California
$527K +$536K +8,787 New
WAM
181
World Asset Management
Michigan
$522K +$531K +8,702 New
V
182
Veritable
Delaware
$519K +$528K +8,658 New
ACI
183
Advance Capital I
Michigan
$510K +$518K +8,500 New
OI
184
Oakbrook Investments
Illinois
$504K +$512K +8,400 New
MHI
185
Miller Howard Investments
New York
$485K +$493K +8,089 New
TAM
186
Tocqueville Asset Management
New York
$481K +$489K +8,025 New
ProShare Advisors
187
ProShare Advisors
Maryland
$459K +$466K +7,652 New
BC
188
Bartlett & Co
Ohio
$459K +$467K +7,660 New
CCA
189
Conestoga Capital Advisors
Pennsylvania
$456K +$463K +7,600 New
WB
190
WesBanco Bank
West Virginia
$456K +$463K +7,600 New
TH
191
Timber Hill
Connecticut
$438K +$445K +7,295 New
FMT
192
First Mercantile Trust
Tennessee
$438K +$445K +7,307 New
SCM
193
Shelton Capital Management
Colorado
$433K +$440K +7,223 New
ACM
194
American Capital Management
New York
$432K +$439K +7,200 New
Neuberger Berman Group
195
Neuberger Berman Group
New York
$418K +$425K +6,975 New
Mitsubishi UFJ Asset Management
196
Mitsubishi UFJ Asset Management
Japan
$414K +$421K +6,900 New
OTPPB
197
Ontario Teachers' Pension Plan Board
Ontario, Canada
$406K +$413K +6,770 New
Allianz Asset Management
198
Allianz Asset Management
Germany
$400K +$407K +6,670 New
BPBT
199
Boston Private Bank & Trust
Massachusetts
$388K +$394K +6,465 New
CA
200
Commerzbank Aktiengesellschaft
Germany
$363K +$369K +6,050 New
6 7
8
9 10

SM Hedge Fund Activity: Q2 2013 in Review

258 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q2 2013, worth a combined $3.57B.

Buyers outnumbered sellers: 258 funds opened new SM positions and 0 closed out — a net gain of 258 holders — while 0 added to existing stakes and 0 trimmed.

  • 258 institutional investors held SM Energy (SM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.57B of SM Energy stock for Q2 2013.
  • 258 funds opened new SM Energy positions in Q2 2013 and 0 closed out, a net change of +258 holders.

Based on aggregated 13F filings for Q2 2013.