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SM Energy
SM

Overview Fund Activity

320 hedge funds and large institutions have $5.02B invested in SM Energy in 2014 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 127 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
9.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
42
Increased
127
Reduced
100
Closed
36
Calls
$73.7M
Puts
$242M
Net Calls
-$169M
Net Calls Change
-$119M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$79.4M
2
William Blair & Company
2
William Blair & Company
Illinois
$55.3M
3
HCM
3
Herndon Capital Management
Georgia
$171M
4
PIM
4
Perkins Investment Management
Illinois
$44.5M
5
FPA
5
First Pacific Advisors
California
$75M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
RIM
2
Rainier Investment Management
Washington
$0
3
Norges Bank
3
Norges Bank
Norway
$44.4M
4
Millennium Management
4
Millennium Management
New York
$16.7M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
176
Texan Capital Management
Texas
$1.35M – – –
CM
177
CoreCommodity Management
Connecticut
$1.35M +$660K +8,457 +95%
LCM
178
Leonard Capital Management
Florida
$1.33M – – –
Commonwealth Equity Services
179
Commonwealth Equity Services
Massachusetts
$1.33M +$20.8K +267 +2%
KCM
180
Kames Capital Management
United Kingdom
$1.3M – – –
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$1.3M +$399K +5,112 +44%
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
$1.23M +$454K +5,827 +59%
TRSOTSOK
183
Teachers Retirement System of the State of Kentucky
Kentucky
$1.23M – – –
SIP
184
Stoneridge Investment Partners
Pennsylvania
$1.18M -$1.48K -19 -0.1%
IRF
185
IBM Retirement Fund
New York
$1.12M -$148K -1,894 -12%
RHBC
186
R.H. Bluestein & Co
Michigan
$1.08M -$39K -500 -3%
SCM
187
Stevens Capital Management
Pennsylvania
$1.06M +$1.06M +13,559 New
IIM
188
Ironwood Investment Management
Massachusetts
$1.04M +$1.25K +16 +0.1%
Bessemer Group
189
Bessemer Group
New Jersey
$1.04M – – –
Barclays
190
Barclays
United Kingdom
$1M -$179K -2,295 -15%
ICM
191
ICC Capital Management
Florida
$990K +$74.1K +950 +8%
CCT
192
Country Club Trust
Missouri
$983K +$983K +12,600 New
AAM
193
Azzad Asset Management
Virginia
$963K -$11.9K -152 -1%
ANTB
194
AMG National Trust Bank
Colorado
$948K -$99.7K -1,279 -10%
SCP
195
Sandhill Capital Partners
New York
$946K – – –
Legal & General Group
196
Legal & General Group
United Kingdom
$931K +$108K +1,382 +13%
STMM
197
South Texas Money Management
Texas
$916K -$39K -500 -4%
URS
198
Utah Retirement Systems
Utah
$907K -$7.81K -100 -0.9%
MHI
199
Miller Howard Investments
New York
$894K +$42.1K +540 +5%
AG
200
Aperio Group
California
$894K +$212K +2,720 +31%
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