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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 %
PA
201
Profund Advisors
Maryland
$593K +$49.4K +956 +9%
TYCC
202
Texas Yale Capital Corp
Florida
$577K – – –
ICM
203
ICC Capital Management
Florida
$575K -$55K -1,065 -9%
RHBC
204
R.H. Bluestein & Co
Michigan
$568K -$25.8K -500 -4%
BF
205
BOK Financial
Oklahoma
$563K +$563K +10,883 New
OTPPB
206
Ontario Teachers' Pension Plan Board
Ontario, Canada
$543K +$114K +2,209 +27%
SW
207
SVB Wealth
Massachusetts
$539K +$124K +2,405 +30%
BPBT
208
Boston Private Bank & Trust
Massachusetts
$539K +$124K +2,405 +30%
BCM
209
BlueCrest Capital Management
Jersey
$533K +$533K +10,311 New
WB
210
WesBanco Bank
West Virginia
$522K -$207K -4,000 -28%
Mackenzie Financial
211
Mackenzie Financial
Ontario, Canada
$517K -$225K -4,359 -30%
AIP
212
Ameritas Investment Partners
Nebraska
$516K – – –
QSS
213
Quantitative Systematic Strategies
Florida
$515K +$515K +9,924 New
Envestnet Asset Management
214
Envestnet Asset Management
Illinois
$508K +$365K +7,053 +255%
TCM
215
Texan Capital Management
Texas
$506K +$25.8K +500 +5%
CCA
216
Conestoga Capital Advisors
Pennsylvania
$501K +$16K +309 +3%
SAM
217
Securian Asset Management
Minnesota
$497K +$10.3K +200 +2%
OA
218
OFI Advisors
Pennsylvania
$496K -$149K -2,886 -23%
VIA
219
Vident Investment Advisory
Georgia
$482K -$166K -3,218 -26%
CSS
220
Cubist Systematic Strategies
Connecticut
$463K -$56.2K -1,089 -11%
PG
221
PEAK6 Group
Illinois
$449K -$364K -7,053 -45%
Janney Montgomery Scott
222
Janney Montgomery Scott
Pennsylvania
$422K +$37.1K +718 +10%
HSBC Holdings
223
HSBC Holdings
United Kingdom
$410K +$410K +7,926 New
AB
224
Amalgamated Bank
New York
$408K +$14K +270 +4%
CAM
225
Capstone Asset Management
Texas
$397K +$36.7K +710 +10%
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