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SM Energy
SM

Overview Fund Activity

321 hedge funds and large institutions have $5.14B invested in SM Energy in 2013 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 103 increasing their positions, 112 reducing their positions, and 32 closing their positions.

Holders
321
Holders Change
+39
Holders Change %
+13.83%
% of All Funds
9.32%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
72
Increased
103
Reduced
112
Closed
32
Calls
$45.1M
Puts
$79.8M
Net Calls
-$34.6M
Net Calls Change
-$50.7M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$191M
2
HCM
2
Herndon Capital Management
Georgia
$69.8M
3
ECA
3
Encompass Capital Advisors
New York
$41.2M
4
RIM
4
Rainier Investment Management
Washington
$103M
5
Jennison Associates
5
Jennison Associates
New York
$64.3M

Top Sellers

1
BA
1
BlackRock Advisors
Delaware
$67.5M
2
SCA
2
SAC Capital Advisors
Connecticut
$18.5M
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$13M
4
Goldman Sachs
4
Goldman Sachs
New York
$63.1M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
176
Spark Investment Management
New York
$1.35M +$1.35M +16,300 New
U
177
UBS
Switzerland
$1.34M +$895K +10,764 +199%
Wellington Management Group
178
Wellington Management Group
Massachusetts
$1.31M +$284K +3,420 +28%
PP
179
PDT Partners
New York
$1.3M -$2.48M -29,875 -66%
HMS
180
Hanseatic Management Services
New Mexico
$1.3M +$1.3M +15,630 New
Barclays
181
Barclays
United Kingdom
$1.27M -$1.31M -15,764 -51%
GI
182
GLG Inc
New York
$1.26M +$1.26M +15,106 New
LMAM
183
Legg Mason Asset Management
Japan
$1.22M +$1.22M +14,700 New
LMGAM
184
Liberty Mutual Group Asset Management
Massachusetts
$1.21M -$528K -6,356 -30%
PA
185
Profund Advisors
Maryland
$1.2M +$56.3K +678 +5%
CIP
186
Convergence Investment Partners
Florida
$1.19M +$1.19M +14,290 New
ANTB
187
AMG National Trust Bank
Colorado
$1.15M +$14.8K +178 +1%
RA
188
Rational Advisors
New York
$1.13M -$21.6K -260 -2%
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$1.13M – – –
Bessemer Group
190
Bessemer Group
New Jersey
$1.1M -$333K -4,000 -23%
DILH
191
Dai-ichi Life Holdings
Japan
$1.09M -$1.1M -13,252 -50%
TPCM
192
Three Peaks Capital Management
Colorado
$1.05M +$1.05M +12,676 New
IIM
193
Ironwood Investment Management
Massachusetts
$1.04M – – –
American Century Companies
194
American Century Companies
Missouri
$1.03M – – –
STMM
195
South Texas Money Management
Texas
$1.02M -$332K -4,000 -25%
FMT
196
First Mercantile Trust
Tennessee
$1.01M -$14.1K -170 -1%
DWA
197
Dorsey Wright & Associates
California
$1M +$1M +12,252 New
URS
198
Utah Retirement Systems
Utah
$982K – – –
ICM
199
ICC Capital Management
Florida
$950K -$670K -8,063 -41%
WPC
200
White Pine Capital
Minnesota
$914K -$550K -6,625 -38%
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