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SM Energy
SM

Overview Fund Activity

241 hedge funds and large institutions have $1.72B invested in SM Energy in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 65 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-24
Holders Change %
-9.06%
% of All Funds
6.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
28
Increased
111
Reduced
65
Closed
49
Calls
$21.8M
Puts
$32.2M
Net Calls
-$10.3M
Net Calls Change
-$3.24M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$132M
2
KL
KGH Ltd
Bahamas
$78.8M
3
CCM
Causeway Capital Management
California
$90.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$167M
5
SCM
Schneider Capital Management
Pennsylvania
$21M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$56.8M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$23.7M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
$0
4
CWAM
Columbia Wanger Asset Management
Illinois
$4.79M
5
Principal Financial Group
Principal Financial Group
Iowa
$4.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
176
Federated Hermes
Pennsylvania
$344K -$208K -10,571 -38%
Commonwealth Equity Services
177
Commonwealth Equity Services
Massachusetts
$341K -$46.9K -2,385 -12%
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$338K -$141K -7,200 -30%
UCFA
179
United Capital Financial Advisors
Texas
$336K +$168K +8,575 +100%
UBS Group
180
UBS Group
Switzerland
$312K -$656K -33,362 -68%
IC
181
IKOS CIF
Cyprus
$312K +$312K +14,038 New
IRF
182
IBM Retirement Fund
New York
$306K +$23K +1,173 +8%
MHI
183
Miller Howard Investments
New York
$301K -$51.5K -2,620 -15%
TCM
184
Texan Capital Management
Texas
$298K -$25.5K -1,300 -8%
HPCM
185
High Pointe Capital Management
Illinois
$275K -$4.92K -250 -2%
BF
186
BOK Financial
Oklahoma
$272K +$20.1K +1,021 +8%
ProShare Advisors
187
ProShare Advisors
Maryland
$255K +$28.5K +1,451 +13%
GT
188
Glenmede Trust
Pennsylvania
$241K +$26.8K +1,373 +13%
CAM
189
Capstone Asset Management
Texas
$237K +$63.2K +3,220 +36%
URS
190
Utah Retirement Systems
Utah
$236K – – –
WF
191
Welch & Forbes
Massachusetts
$235K +$40.3K +2,050 +21%
IIM
192
Ironwood Investment Management
Massachusetts
$224K -$130K -6,625 -37%
TYCC
193
Texas Yale Capital Corp
Florida
$220K – – –
CSS
194
Cubist Systematic Strategies
Connecticut
$219K -$137K -6,969 -39%
RHBC
195
R.H. Bluestein & Co
Michigan
$216K – – –
HSBC Holdings
196
HSBC Holdings
United Kingdom
$203K +$54.8K +2,780 +37%
Rafferty Asset Management
197
Rafferty Asset Management
New York
$198K +$198K +10,889 New
SAM
198
Securian Asset Management
Minnesota
$175K -$9.9K -504 -5%
PAM
199
Panagora Asset Management
Massachusetts
$161K +$99.5K +5,070 +162%
BC
200
Bartlett & Co
Ohio
$133K – – –
6 7
8
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