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SM Energy
SM

Overview Fund Activity

316 hedge funds and large institutions have $5.29B invested in SM Energy in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 111 increasing their positions, 120 reducing their positions, and 33 closing their positions.

Holders
316
Holders Change
+10
Holders Change %
+3.27%
% of All Funds
9.09%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.14%
New
45
Increased
111
Reduced
120
Closed
33
Calls
$46M
Puts
$95.6M
Net Calls
-$49.6M
Net Calls Change
-$49.8M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$165M
2
Norges Bank
2
Norges Bank
Norway
$93.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$394M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$113M
5
Millennium Management
5
Millennium Management
New York
$43.7M

Top Sellers

1
HCM
1
Herndon Capital Management
Georgia
$140M
2
CWAM
2
Columbia Wanger Asset Management
Illinois
$87.8M
3
Citigroup
3
Citigroup
New York
$239K
4
RIM
4
Rainier Investment Management
Washington
$60M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$17.8M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$539M 6,413,546 -139,986 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$394M 4,683,142 +526,724 +13%
Artisan Partners
3
Artisan Partners
Wisconsin
$310M 3,688,118 -103,445 -3%
AL
4
AJO LP
Pennsylvania
$253M 3,005,030 +74,790 +3%
VanEck Associates
5
VanEck Associates
New York
$240M 2,850,656 +30,695 +1%
State Street
6
State Street
Massachusetts
$177M 2,099,565 +132,714 +7%
BFA
7
BlackRock Fund Advisors
California
$167M 1,989,320 +77,207 +4%
BIT
8
BlackRock Institutional Trust
California
$166M 1,969,458 -61,907 -3%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$165M 1,966,351 +1,966,351 New
HCM
10
Herndon Capital Management
Georgia
$140M 1,660,522 -1,111,532 -40%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$113M 1,341,264 +387,218 +41%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$99.2M 1,180,038 +207,236 +21%
Norges Bank
13
Norges Bank
Norway
$93.5M 1,112,344 +556,172 +100%
CWAM
14
Columbia Wanger Asset Management
Illinois
$87.8M 1,044,000 -309,000 -23%
TCIM
15
TIAA CREF Investment Management
New York
$67.2M 798,857 +329,264 +70%
Ninety One (UK)
16
Ninety One (UK)
United Kingdom
$65.9M 783,793 +342,844 +78%
RIM
17
Rainier Investment Management
Washington
$60M 713,570 -285,450 -29%
Northern Trust
18
Northern Trust
Illinois
$55.1M 655,204 -129,582 -17%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$52.7M 626,215 +10,679 +2%
FPA
20
First Pacific Advisors
California
$51.2M 608,800 -8,000 -1%
BA
21
BlackRock Advisors
Delaware
$47.5M 564,910 -84,617 -13%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$44M 522,637 -71,850 -12%
Millennium Management
23
Millennium Management
New York
$43.7M 520,151 +346,456 +199%
Charles Schwab
24
Charles Schwab
California
$43.4M 516,463 +2,136 +0.4%
BAMCO Inc
25
BAMCO Inc
New York
$42.6M 506,348 +5,700 +1%
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