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SM Energy
SM

Overview Fund Activity

282 hedge funds and large institutions have $4.67B invested in SM Energy in 2013 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 99 increasing their positions, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+24
Holders Change %
+9.3%
% of All Funds
9.15%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
55
Increased
99
Reduced
97
Closed
29
Calls
$58.3M
Puts
$42.2M
Net Calls
+$16.1M
Net Calls Change
+$13.9M

Top Buyers

1
CC
1
Carlson Capital
Texas
$45.4M
2
AL
2
AJO LP
Pennsylvania
$27.7M
3
Jennison Associates
3
Jennison Associates
New York
$27.6M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$32.8M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$24.7M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$27M
2
Franklin Resources
2
Franklin Resources
California
$30.5M
3
Boston Partners
3
Boston Partners
Massachusetts
$18.2M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$34M
5
PP
5
Peconic Partners
New York
$4.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPERF
176
Oregon Public Employees Retirement Fund
Oregon
$1.09M -$15.4K -200 -1%
VRS
177
Virginia Retirement Systems
Virginia
$1.08M – – –
RA
178
Rational Advisors
New York
$1.07M -$2.78K -36 -0.3%
PA
179
Profund Advisors
Maryland
$1.06M +$286K +3,701 +37%
ANTB
180
AMG National Trust Bank
Colorado
$1.06M -$4.79K -62 -0.5%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$1.05M – – –
Credit Agricole
182
Credit Agricole
France
$1.03M +$1.03M +13,400 New
IIM
183
Ironwood Investment Management
Massachusetts
$968K – – –
CONA
184
Capital One National Association
New York
$967K +$98.4K +1,274 +11%
American Century Companies
185
American Century Companies
Missouri
$958K +$958K +12,416 New
Wellington Management Group
186
Wellington Management Group
Massachusetts
$955K -$475K -6,146 -33%
FMT
187
First Mercantile Trust
Tennessee
$951K +$387K +5,008 +69%
PC
188
Passport Capital
California
$932K +$932K +12,077 New
URS
189
Utah Retirement Systems
Utah
$912K -$7.72K -100 -0.8%
JG
190
Jefferies Group
New York
$876K +$876K +11,355 New
Envestnet Asset Management
191
Envestnet Asset Management
Illinois
$866K +$745K +9,655 +617%
Renaissance Technologies
192
Renaissance Technologies
New York
$841K -$12M -155,200 -93%
MERSOM
193
Municipal Employees' Retirement System of Michigan
Michigan
$841K +$841K +10,900 New
AIP
194
Ameritas Investment Partners
Nebraska
$819K +$819K +10,608 New
SAM
195
Securian Asset Management
Minnesota
$772K +$7.72K +100 +1%
CAM
196
Capstone Asset Management
Texas
$749K +$39.4K +510 +6%
Legal & General Group
197
Legal & General Group
United Kingdom
$745K +$403K +5,224 +118%
AG
198
Aperio Group
California
$741K +$62.6K +811 +9%
FNBOO
199
First National Bank of Omaha
Nebraska
$733K +$23.1K +300 +3%
MHI
200
Miller Howard Investments
New York
$732K +$108K +1,400 +17%
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8
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