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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 %
William Blair & Company
201
William Blair & Company
Illinois
$304K -$3.87M -120,804 -93%
SAM
202
Securian Asset Management
Minnesota
$302K -$3.21K -100 -1%
DTL
203
Dynamic Technology Lab
Singapore
$301K +$301K +9,393 New
CAM
204
Capstone Asset Management
Texas
$284K +$22.4K +700 +9%
UCFA
205
United Capital Financial Advisors
Texas
$274K +$130K +4,040 +90%
Teacher Retirement System of Texas
206
Teacher Retirement System of Texas
Texas
$265K +$178K +5,547 +204%
SCP
207
Sandhill Capital Partners
New York
$264K -$125K -3,895 -32%
AB
208
Amalgamated Bank
New York
$255K +$2.44K +76 +1%
PA
209
Profund Advisors
Maryland
$247K -$67.7K -2,115 -22%
KT
210
Kanaly Trust
Texas
$245K – – –
SG Americas Securities
211
SG Americas Securities
New York
$242K -$70.9K -12,492 -23%
TCM
212
Traynor Capital Management
Pennsylvania
$240K -$48.2K -1,511 -17%
HSBC Holdings
213
HSBC Holdings
United Kingdom
$240K +$75.3K +2,357 +46%
PP
214
Paloma Partners
Connecticut
$237K -$494K -15,415 -68%
ICM
215
IMS Capital Management
Oregon
$224K – – –
BC
216
Bartlett & Co
Ohio
$217K – – –
SCM
217
Shelton Capital Management
Colorado
$211K – – –
Canada Life
218
Canada Life
Manitoba, Canada
$210K – – –
MC
219
Menta Capital
California
$206K +$206K +6,420 New
WPC
220
White Pine Capital
Minnesota
$202K – – –
JHIU
221
Janus Henderson Investors US
Colorado
$173K +$173K +5,400 New
ST
222
Somerset Trust
Pennsylvania
$161K +$17.2K +537 +12%
RCM
223
Riverhead Capital Management
Delaware
$115K +$115K +3,600 New
IA
224
IndexIQ Advisors
New York
$113K -$32.4K -1,009 -22%
PAM
225
Panagora Asset Management
Massachusetts
$100K – – –
7 8
9
10 11