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SM Energy
SM

Overview Fund Activity

282 hedge funds and large institutions have $4.67B invested in SM Energy in 2013 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 99 increasing their positions, 97 reducing their positions, and 29 closing their positions.

Holders
282
Holders Change
+24
Holders Change %
+9.3%
% of All Funds
9.15%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
55
Increased
99
Reduced
97
Closed
29
Calls
$58.3M
Puts
$42.2M
Net Calls
+$16.1M
Net Calls Change
+$13.9M

Top Buyers

1
CC
1
Carlson Capital
Texas
$45.4M
2
AL
2
AJO LP
Pennsylvania
$27.7M
3
Jennison Associates
3
Jennison Associates
New York
$27.6M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$32.8M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$24.7M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$27M
2
Franklin Resources
2
Franklin Resources
California
$30.5M
3
Boston Partners
3
Boston Partners
Massachusetts
$18.2M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$34M
5
PP
5
Peconic Partners
New York
$4.96M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$689M 8,928,117 +38,407 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$277M 3,588,658 +116,015 +3%
Artisan Partners
3
Artisan Partners
Wisconsin
$234M 3,036,158 +52,558 +2%
VanEck Associates
4
VanEck Associates
New York
$210M 2,724,896 +16,111 +0.6%
BA
5
BlackRock Advisors
Delaware
$170M 2,207,947 +212,899 +11%
State Street
6
State Street
Massachusetts
$150M 1,948,443 -43,580 -2%
BFA
7
BlackRock Fund Advisors
California
$138M 1,792,991 +78,377 +5%
BIT
8
BlackRock Institutional Trust
California
$138M 1,785,846 +16,514 +0.9%
CWAM
9
Columbia Wanger Asset Management
Illinois
$122M 1,580,600 +180,000 +13%
Citadel Advisors
10
Citadel Advisors
Florida
$118M 1,524,125 -70,006 -4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$97.6M 1,263,930 +255,987 +25%
SCA
12
SAC Capital Advisors
Connecticut
$93.3M 1,208,778 -191,007 -14%
Goldman Sachs
13
Goldman Sachs
New York
$92.6M 1,200,183 -113,441 -9%
RIM
14
Rainier Investment Management
Washington
$62.1M 804,350 +239,980 +43%
FPA
15
First Pacific Advisors
California
$60.9M 788,400 -59,200 -7%
Ninety One (UK)
16
Ninety One (UK)
United Kingdom
$59.7M 773,021 -224,939 -23%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$57.5M 745,427 -3,990 -0.5%
Ameriprise
18
Ameriprise
Minnesota
$47.2M 612,039 +82,682 +16%
AllianceBernstein
19
AllianceBernstein
Tennessee
$45.9M 594,714 -16,313 -3%
CC
20
Carlson Capital
Texas
$45.4M 587,785 +587,785 New
Norges Bank
21
Norges Bank
Norway
$43.8M 567,927 – –
Northern Trust
22
Northern Trust
Illinois
$40.3M 522,052 +3,904 +0.8%
Wells Fargo
23
Wells Fargo
California
$39.5M 511,277 +122,173 +31%
BAMCO Inc
24
BAMCO Inc
New York
$38.4M 497,748 – –
SCM
25
Sigma Capital Management
Connecticut
$37.4M 485,000 +135,000 +39%
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