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SM Energy
SM

Overview Fund Activity

293 hedge funds and large institutions have $3.31B invested in SM Energy in 2015 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 100 increasing their positions, 108 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+14
Holders Change %
+5.02%
% of All Funds
7.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
60
Increased
100
Reduced
108
Closed
43
Calls
$93.1M
Puts
$88.3M
Net Calls
+$4.81M
Net Calls Change
-$3.29M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$198M
2
Citadel Advisors
Citadel Advisors
Florida
$50.1M
3
CCM
Causeway Capital Management
California
$39.4M
4
Goldman Sachs
Goldman Sachs
New York
$164M
5
BFA
BlackRock Fund Advisors
California
$113M

Top Sellers

1
AL
AJO LP
Pennsylvania
$14.6M
2
PIM
Perkins Investment Management
Illinois
$8.91M
3
FPA
First Pacific Advisors
California
$49.8M
4
Allianz Asset Management
Allianz Asset Management
Germany
$11.6M
5
Wells Fargo
Wells Fargo
California
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
MERSOM
176
Municipal Employees' Retirement System of Michigan
Michigan
$1.05M -$76K -1,470 -7%
SIC
177
Schwartz Investment Counsel
Michigan
$1.03M +$259K +5,000 +33%
Commonwealth Equity Services
178
Commonwealth Equity Services
Massachusetts
$1.01M +$97.6K +1,889 +11%
Public Employees Retirement Association of Colorado
179
Public Employees Retirement Association of Colorado
Colorado
$989K +$2.79K +54 +0.3%
DCM
180
Dean Capital Management
Kansas
$972K +$296K +5,730 +44%
IIM
181
Ironwood Investment Management
Massachusetts
$930K +$4.65K +90 +0.5%
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$914K +$57K +1,102 +7%
COPPSERS
183
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$910K -$6.94M -134,352 -88%
GCP
184
GSA Capital Partners
United Kingdom
$907K -$177K -3,420 -16%
NCCM
185
Nine Chapters Capital Management
New Jersey
$904K +$904K +17,500 New
MHI
186
Miller Howard Investments
New York
$897K +$52.5K +1,016 +6%
LSERS
187
Louisiana State Employees Retirement System
Louisiana
$894K -$56.8K -1,100 -6%
Canada Pension Plan Investment Board
188
Canada Pension Plan Investment Board
Ontario, Canada
$858K +$25.8K +500 +3%
IRF
189
IBM Retirement Fund
New York
$822K -$465 -9 -0.1%
DIA
190
Denver Investment Advisors
Colorado
$811K -$20M -386,770 -96%
ProShare Advisors
191
ProShare Advisors
Maryland
$805K -$15.9K -307 -2%
CEP
192
Chicago Equity Partners
Illinois
$768K -$1.2M -23,265 -61%
Credit Agricole
193
Credit Agricole
France
$657K -$20.5K -397 -3%
HCM
194
Hayman Capital Management
Texas
$635K +$635K +12,285 New
SCP
195
Sandhill Capital Partners
New York
$627K – – –
AA
196
ALPS Advisors
Colorado
$623K +$313K +6,053 +101%
URS
197
Utah Retirement Systems
Utah
$616K +$15.5K +300 +3%
CM
198
CoreCommodity Management
Connecticut
$615K -$629K -12,162 -51%
CC
199
Cipher Capital
New York
$598K -$763K -14,772 -56%
WF
200
Welch & Forbes
Massachusetts
$595K -$5.17K -100 -0.9%
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8
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