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SM Energy
SM

Overview Fund Activity

265 hedge funds and large institutions have $2.41B invested in SM Energy in 2015 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 72 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
-17
Holders Change %
-6.03%
% of All Funds
7.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
37
Increased
112
Reduced
72
Closed
52
Calls
$41.8M
Puts
$48.9M
Net Calls
-$7.1M
Net Calls Change
+$7.82M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$227M
2
Millennium Management
Millennium Management
New York
$62.7M
3
CCM
Causeway Capital Management
California
$83.6M
4
SCM
SIR Capital Management
New York
$31.7M
5
CCP
Caymus Capital Partners
Texas
$38.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$29.5M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
AQR Capital Management
AQR Capital Management
Connecticut
$10.2M
4
HCM
Highbridge Capital Management
New York
$0
5
HCM
Hayman Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MHI
176
Miller Howard Investments
New York
$575K +$7.02K +219 +1%
TCM
177
Texan Capital Management
Texas
$528K +$2.08K +65 +0.4%
IRF
178
IBM Retirement Fund
New York
$462K -$39.9K -1,245 -8%
HPCM
179
High Pointe Capital Management
Illinois
$456K -$383K -11,940 -46%
Bessemer Group
180
Bessemer Group
New Jersey
$429K -$862K -26,887 -67%
Barclays
181
Barclays
United Kingdom
$412K -$910K -28,383 -69%
BF
182
BOK Financial
Oklahoma
$411K +$42.6K +1,328 +12%
VIA
183
Vident Investment Advisory
Georgia
$406K +$89.7K +2,802 +28%
DCM
184
Dean Capital Management
Kansas
$392K +$392K +12,220 New
URS
185
Utah Retirement Systems
Utah
$385K +$3.2K +100 +0.8%
RA
186
Rational Advisors
New York
$384K – – –
ProShare Advisors
187
ProShare Advisors
Maryland
$369K -$110K -3,434 -23%
Group One Trading
188
Group One Trading
Illinois
$362K +$362K +11,308 New
PAM
189
Princeton Alpha Management
New Jersey
$359K +$359K +11,212 New
TYCC
190
Texas Yale Capital Corp
Florida
$358K – – –
TH
191
Timber Hill
Connecticut
$357K +$357K +11,137 New
RHBC
192
R.H. Bluestein & Co
Michigan
$352K – – –
GT
193
Glenmede Trust
Pennsylvania
$351K +$47K +1,469 +15%
GC
194
Globeflex Capital
California
$348K – – –
MTB
195
Mizuho Trust & Banking
Japan
$338K +$76.9K +2,400 +29%
OA
196
OFI Advisors
Pennsylvania
$323K +$30.7K +959 +11%
ST
197
Spot Trading
Illinois
$323K +$323K +10,083 New
WF
198
Welch & Forbes
Massachusetts
$317K -$51.2K -1,600 -14%
CCA
199
Conestoga Capital Advisors
Pennsylvania
$311K +$802 +25 +0.3%
TRCT
200
Tower Research Capital (TRC)
New York
$305K +$177K +5,526 +139%
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8
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