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SM Energy
SM

Overview Fund Activity

320 hedge funds and large institutions have $5.02B invested in SM Energy in 2014 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 127 increasing their positions, 100 reducing their positions, and 36 closing their positions.

Holders
320
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
9.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
42
Increased
127
Reduced
100
Closed
36
Calls
$73.7M
Puts
$242M
Net Calls
-$169M
Net Calls Change
-$119M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$79.4M
2
William Blair & Company
2
William Blair & Company
Illinois
$55.3M
3
HCM
3
Herndon Capital Management
Georgia
$171M
4
PIM
4
Perkins Investment Management
Illinois
$44.5M
5
FPA
5
First Pacific Advisors
California
$75M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
RIM
2
Rainier Investment Management
Washington
$0
3
Norges Bank
3
Norges Bank
Norway
$44.4M
4
Millennium Management
4
Millennium Management
New York
$16.7M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$513M 6,573,616 +160,070 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$371M 4,759,825 +76,683 +2%
Artisan Partners
3
Artisan Partners
Wisconsin
$292M 3,746,152 +58,034 +2%
VanEck Associates
4
VanEck Associates
New York
$220M 2,826,597 -24,059 -0.8%
AL
5
AJO LP
Pennsylvania
$218M 2,795,780 -209,250 -7%
HCM
6
Herndon Capital Management
Georgia
$171M 2,310,070 +649,548 +39%
BFA
7
BlackRock Fund Advisors
California
$159M 2,036,766 +47,446 +2%
State Street
8
State Street
Massachusetts
$157M 2,013,321 -86,244 -4%
BIT
9
BlackRock Institutional Trust
California
$155M 1,991,221 +21,763 +1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$103M 1,314,709 -26,555 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$96.7M 1,240,236 +60,198 +5%
AllianceBernstein
12
AllianceBernstein
Tennessee
$79.4M 1,017,647 +806,433 +382%
CWAM
13
Columbia Wanger Asset Management
Illinois
$79.2M 1,015,000 -29,000 -3%
FPA
14
First Pacific Advisors
California
$75M 962,100 +353,300 +58%
Northern Trust
15
Northern Trust
Illinois
$64.3M 824,172 +168,968 +26%
TCIM
16
TIAA CREF Investment Management
New York
$62.5M 800,903 +2,046 +0.3%
Ninety One (UK)
17
Ninety One (UK)
United Kingdom
$57.8M 740,429 -43,364 -6%
William Blair & Company
18
William Blair & Company
Illinois
$55.3M 709,449 +705,449 +17,636%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$53.4M 684,290 +188,264 +38%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$46.2M 592,037 +69,400 +13%
PIM
21
Perkins Investment Management
Illinois
$44.5M 569,937 +569,937 New
Norges Bank
22
Norges Bank
Norway
$44.4M 568,768 -543,576 -49%
GC
23
Guggenheim Capital
Illinois
$43.1M 552,652 +300,922 +120%
Wells Fargo
24
Wells Fargo
California
$43M 551,584 +65,453 +13%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$41.8M 536,436 +221,654 +70%
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