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SM Energy

279 hedge funds and large institutions have $2.47B invested in SM Energy in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 111 increasing their positions, 85 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-41
Holders Change %
-12.81%
% of All Funds
7.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
53
Increased
111
Reduced
85
Closed
90
Calls
$77.4M
Puts
$69.3M
Net Calls
+$8.1M
Net Calls Change
+$177M
Name Holding Trade Value Shares
Change
Shares
Change %
URS
201
Utah Retirement Systems
Utah
$448K
WF
202
Welch & Forbes
Massachusetts
$448K +$309K +8,000 +222%
RHBC
203
R.H. Bluestein & Co
Michigan
$444K -$92.7K -2,400 -17%
LA
204
Lucus Advisors
New York
$441K +$441K +11,441 New
Legal & General Group
205
Legal & General Group
United Kingdom
$437K -$22K -572 -5%
TYCC
206
Texas Yale Capital Corp
Florida
$431K +$431K +11,169 New
PA
207
Profund Advisors
Maryland
$406K +$49.1K +1,271 +14%
QT
208
Quantbot Technologies
New York
$397K +$140K +3,622 +54%
CSS
209
Cubist Systematic Strategies
Connecticut
$388K -$292K -7,561 -43%
AIP
210
Ameritas Investment Partners
Nebraska
$385K
NI
211
Numeric Investors
Massachusetts
$382K -$7.39M -191,484 -95%
LMAM
212
Legg Mason Asset Management
Japan
$371K -$46.4K -1,200 -11%
SAM
213
Securian Asset Management
Minnesota
$363K -$3.86K -100 -1%
CCA
214
Conestoga Capital Advisors
Pennsylvania
$362K +$129K +3,350 +56%
TCM
215
Texan Capital Management
Texas
$359K -$311K -8,060 -46%
WAM
216
Wolverine Asset Management
Illinois
$321K -$1.26M -32,609 -80%
OTPPB
217
Ontario Teachers' Pension Plan Board
Ontario, Canada
$320K +$40.5K +1,052 +15%
BPBT
218
Boston Private Bank & Trust
Massachusetts
$310K -$32.8K -850 -10%
SW
219
SVB Wealth
Massachusetts
$310K +$310K +8,025 New
R
220
RQSI
Bahamas
$309K +$309K +8,012 New
KT
221
Kanaly Trust
Texas
$295K
AB
222
Amalgamated Bank
New York
$294K +$425 +11 +0.1%
Janney Montgomery Scott
223
Janney Montgomery Scott
Pennsylvania
$287K +$287K +7,439 New
SCM
224
Shelton Capital Management
Colorado
$279K
VKH
225
Virtu KCG Holdings
New York
$277K +$57.5K +1,490 +26%