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SM Energy
SM

Overview Fund Activity

225 hedge funds and large institutions have $1.57B invested in SM Energy in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-16
Holders Change %
-6.64%
% of All Funds
6%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
35
Increased
88
Reduced
68
Closed
50
Calls
$14.6M
Puts
$31.9M
Net Calls
-$17.3M
Net Calls Change
-$6.93M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$28.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.9M
3
SCM
Schneider Capital Management
Pennsylvania
+$23M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$22.3M
5
SDIC
South Dakota Investment Council
South Dakota
+$18.9M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$53M
2
Artisan Partners
Artisan Partners
Wisconsin
-$52.9M
3
HCM
Herndon Capital Management
Georgia
-$48.6M
4
CCP
Caymus Capital Partners
Texas
-$26.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$15K -$79.8K -4,209 -84%
SAM
202
Shamrock Asset Management
Texas
$13K – – –
QCG
203
Quadrant Capital Group
Ohio
$12K -$517 -28 -4%
CTC
204
Central Trust Company
Missouri
$11K – – –
MFS
205
MSI Financial Services
Massachusetts
$11K +$2.2K +120 +25%
WAM
206
Wealthspire Advisors (Maryland)
Maryland
$10K +$125 +7 +1%
PH
207
Pinnacle Holdings
Oklahoma
$9.46K +$9.46K +505 New
ARMC
208
American Research & Management Company
Massachusetts
$9K -$7.2K -400 -44%
Creative Planning
209
Creative Planning
Kansas
$8K – – –
Geode Capital Management
210
Geode Capital Management
Massachusetts
$7.89K +$397 +21,167 +5%
WCBA
211
Weaver C. Barksdale & Associates
Tennessee
$6K – – –
IA
212
IFP Advisors
Florida
$5K -$12.8K -720 -72%
IPC
213
Independent Portfolio Consultants
Florida
$5K – – –
CGT
214
Capital Guardian Trust
California
$3K – – –
FIB
215
First Interstate Bank
Montana
$3K – – –
CM
216
CoreCommodity Management
Connecticut
$3K +$1.58K +92 +111%
SEI Investments
217
SEI Investments
Pennsylvania
$2K – – –
PMFA
218
Plante Moran Financial Advisors
Michigan
$2K +$2K +98 New
Nuveen Asset Management
219
Nuveen Asset Management
Illinois
$1.61K +$1.09K +58,222 +211%
WEC
220
Winslow Evans & Crocker
Massachusetts
$1.07K -$19 -1 -2%
BFEC
221
Benjamin F. Edwards & Company
Missouri
$1K -$6.06K -200 -86%
LTFS
222
Ladenburg Thalmann Financial Services
Florida
$1K -$788 -41 -44%
NFG
223
Next Financial Group
Texas
$1K – – –
EFSCE
224
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1K +79 New
Artisan Partners
225
Artisan Partners
Wisconsin
– -$52.9M -2,689,031 Closed
7 8
9
10 11