SM icon

SM Energy
SM

Overview Fund Activity

316 hedge funds and large institutions have $5.29B invested in SM Energy in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 111 increasing their positions, 120 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+10
Holders Change %
+3.27%
% of All Funds
9.09%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.14%
New
45
Increased
111
Reduced
120
Closed
33
Calls
$46M
Puts
$95.6M
Net Calls
-$49.6M
Net Calls Change
-$49.8M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$165M
2
Norges Bank
Norges Bank
Norway
$93.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$394M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$113M
5
Millennium Management
Millennium Management
New York
$43.7M

Top Sellers

1
HCM
Herndon Capital Management
Georgia
$140M
2
CWAM
Columbia Wanger Asset Management
Illinois
$87.8M
3
Citigroup
Citigroup
New York
$239K
4
RIM
Rainier Investment Management
Washington
$60M
5
AllianceBernstein
AllianceBernstein
Tennessee
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
176
Kames Capital Management
United Kingdom
$1.41M -$147K -1,745 -9%
Commonwealth Equity Services
177
Commonwealth Equity Services
Massachusetts
$1.41M -$119K -1,419 -8%
IRF
178
IBM Retirement Fund
New York
$1.38M -$3.64K -43 -0.3%
TRSOTSOK
179
Teachers Retirement System of the State of Kentucky
Kentucky
$1.32M -$92.5K -1,100 -7%
Barclays
180
Barclays
United Kingdom
$1.27M +$634K +7,543 +99%
SIP
181
Stoneridge Investment Partners
Pennsylvania
$1.27M +$1.27M +15,119 New
DekaBank Deutsche Girozentrale
182
DekaBank Deutsche Girozentrale
Germany
$1.26M +$1.26M +15,000 New
RHBC
183
R.H. Bluestein & Co
Michigan
$1.21M -$1.26M -15,000 -51%
AI
184
Analytic Investors
California
$1.16M -$563K -6,699 -33%
WAM
185
Wolverine Asset Management
Illinois
$1.15M +$874K +10,400 +319%
PC
186
Passport Capital
California
$1.15M +$1.15M +13,628 New
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$1.14M – – –
ANTB
188
AMG National Trust Bank
Colorado
$1.13M -$25.6K -305 -2%
IIM
189
Ironwood Investment Management
Massachusetts
$1.12M -$14.7K -175 -1%
Bessemer Group
190
Bessemer Group
New Jersey
$1.12M – – –
AAM
191
Advisors Asset Management
Colorado
$1.08M +$302K +3,590 +39%
Lazard Asset Management
192
Lazard Asset Management
New York
$1.08M +$1.06M +12,603 +6,925%
AAM
193
Azzad Asset Management
Virginia
$1.05M +$1.05M +12,492 New
PA
194
Profund Advisors
Maryland
$1.05M -$124K -1,479 -11%
STMM
195
South Texas Money Management
Texas
$1.03M – – –
SCP
196
Sandhill Capital Partners
New York
$1.02M – – –
TPCM
197
Three Peaks Capital Management
Colorado
$1.02M +$54.7K +650 +6%
LMAM
198
Legg Mason Asset Management
Japan
$1.02M -$92.5K -1,100 -8%
HI
199
HBK Investments
Texas
$997K -$3.34M -39,747 -77%
ICM
200
ICC Capital Management
Florida
$987K +$30.7K +365 +3%
6 7
8
9 10