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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
+$44.7M
3
CCM
Causeway Capital Management
California
+$40.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.9M
5
SCM
Schneider Capital Management
Pennsylvania
+$21M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$55.3M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$15.9M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$15.3M
4
CWAM
Columbia Wanger Asset Management
Illinois
-$13.8M
5
Principal Financial Group
Principal Financial Group
Iowa
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
201
Canada Life
Manitoba, Canada
$128K – – –
Teacher Retirement System of Texas
202
Teacher Retirement System of Texas
Texas
$121K -$41.5K -2,113 -26%
ST
203
Somerset Trust
Pennsylvania
$101K +$2.03K +103 +2%
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$98K +$98K +5,000 New
JHIU
205
Janus Henderson Investors US
Colorado
$73K -$33.5K -1,700 -31%
Thrivent Financial for Lutherans
206
Thrivent Financial for Lutherans
Minnesota
$55K -$3.95M -202,154 -99%
IA
207
IndexIQ Advisors
New York
$52K -$17.1K -869 -25%
OAMA
208
Oslo Asset Management AS
Norway
$49K – – –
CF
209
CenterStar Fund
Illinois
$42K -$54K – –
Walleye Trading
210
Walleye Trading
New York
$35K +$35K +1,772 New
Zurich Cantonal Bank
211
Zurich Cantonal Bank
Switzerland
$29K +$8.3K +422 +40%
JIC
212
Joel Isaacson & Co
New York
$21K – – –
IA
213
IFP Advisors
Florida
$20K +$20K +1,002 New
ARMC
214
American Research & Management Company
Massachusetts
$18K – – –
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$17K +$61 +3 +0.4%
SAM
216
Shamrock Asset Management
Texas
$14K – – –
CTC
217
Central Trust Company
Missouri
$12K – – –
QCG
218
Quadrant Capital Group
Ohio
$12K +$212 +12 +2%
WAM
219
Wealthspire Advisors (Maryland)
Maryland
$11K +$11K +553 New
TRCT
220
Tower Research Capital (TRC)
New York
$10K -$174K -8,988 -95%
FHA
221
First Horizon Advisors
Tennessee
$9K +$117 +6 +1%
MFS
222
MSI Financial Services
Massachusetts
$9K +$1.39K +74 +18%
Creative Planning
223
Creative Planning
Kansas
$8K -$7.15K -380 -47%
WCBA
224
Weaver C. Barksdale & Associates
Tennessee
$7K +$1.96K +96 +39%
ASN
225
Advisory Services Network
Georgia
$7K +$3.6K +180 +106%
7 8
9
10 11