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SM Energy
SM

258 hedge funds and large institutions have $3.57B invested in SM Energy in 2013 Q2 according to their latest regulatory filings, with 258 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

90.32% more ownership

Funds ownership: 0% → 90.32% (+90%)

9% more call options, than puts

Call options by funds: $26.8M | Put options by funds: $24.6M

Holders
258
Holders Change
+258
Holders Change %
–
% of All Funds
8.42%
Holding in Top 10
10
Holding in Top 10 Change
+10
Holding in Top 10 Change %
% of All Funds
0.33%
New
258
Increased
–
Reduced
–
Closed
–
Calls
$26.8M
Puts
$24.6M
Net Calls
+$2.21M
Net Calls Change
+$2.21M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$533M +$542M +8,889,710 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$208M +$212M +3,472,643 New
Artisan Partners
3
Artisan Partners
Wisconsin
$179M +$182M +2,983,600 New
VanEck Associates
4
VanEck Associates
New York
$162M +$165M +2,708,785 New
BA
5
BlackRock Advisors
Delaware
$120M +$122M +1,995,048 New
State Street
6
State Street
Massachusetts
$119M +$121M +1,992,023 New
BIT
7
BlackRock Institutional Trust
California
$106M +$108M +1,769,332 New
BFA
8
BlackRock Fund Advisors
California
$103M +$105M +1,714,614 New
Citadel Advisors
9
Citadel Advisors
Florida
$95.6M +$97.2M +1,594,131 New
CWAM
10
Columbia Wanger Asset Management
Illinois
$84M +$85.4M +1,400,600 New
SCA
11
SAC Capital Advisors
Connecticut
$84M +$85.3M +1,399,785 New
Goldman Sachs
12
Goldman Sachs
New York
$78.8M +$80.1M +1,313,624 New
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$77.2M +$78.4M +1,286,756 New
Fidelity Investments
14
Fidelity Investments
Massachusetts
$60.5M +$61.4M +1,007,943 New
Ninety One (UK)
15
Ninety One (UK)
United Kingdom
$59.9M +$60.8M +997,960 New
Franklin Resources
16
Franklin Resources
California
$53.8M +$54.6M +896,200 New
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$51.2M +$52.1M +854,300 New
FPA
18
First Pacific Advisors
California
$50.8M +$51.7M +847,600 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$45M +$45.7M +749,417 New
Boston Partners
20
Boston Partners
Massachusetts
$39.5M +$40.1M +658,528 New
AllianceBernstein
21
AllianceBernstein
Tennessee
$36.6M +$37.3M +611,027 New
Norges Bank
22
Norges Bank
Norway
$34.1M +$34.6M +567,927 New
RIM
23
Rainier Investment Management
Washington
$33.9M +$34.4M +564,370 New
Ameriprise
24
Ameriprise
Minnesota
$31.8M +$32.3M +529,357 New
Morgan Stanley
25
Morgan Stanley
New York
$31.7M +$32.2M +527,790 New
1
2 3 4 5

SM Hedge Fund Activity: Q2 2013 in Review

258 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q2 2013, worth a combined $3.57B.

Buyers outnumbered sellers: 258 funds opened new SM positions and 0 closed out — a net gain of 258 holders — while 0 added to existing stakes and 0 trimmed.

  • 258 institutional investors held SM Energy (SM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.57B of SM Energy stock for Q2 2013.
  • 258 funds opened new SM Energy positions in Q2 2013 and 0 closed out, a net change of +258 holders.

Based on aggregated 13F filings for Q2 2013.