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SM Energy

279 hedge funds and large institutions have $2.47B invested in SM Energy in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 111 increasing their positions, 85 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-41
Holders Change %
-12.81%
% of All Funds
7.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
53
Increased
111
Reduced
85
Closed
90
Calls
$77.4M
Puts
$69.3M
Net Calls
+$8.1M
Net Calls Change
+$177M
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$190M +$6.07M +157,365 +3%
Artisan Partners
2
Artisan Partners
Wisconsin
$163M +$18.8M +487,915 +13%
VanEck Associates
3
VanEck Associates
New York
$109M -$23K -595 -0%
Goldman Sachs
4
Goldman Sachs
New York
$103M +$82.7M +2,143,402 +404%
HCM
5
Herndon Capital Management
Georgia
$87.7M -$1.39M -36,090 -2%
AL
6
AJO LP
Pennsylvania
$80.6M -$27.3M -706,360 -25%
State Street
7
State Street
Massachusetts
$79.3M +$1.64M +42,478 +2%
BIT
8
BlackRock Institutional Trust
California
$75.5M -$1.33M -34,368 -2%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$70.6M -$183M -4,744,244 -72%
BFA
10
BlackRock Fund Advisors
California
$66M -$12.5M -325,116 -16%
FPA
11
First Pacific Advisors
California
$64.9M +$27.8M +721,000 +75%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$59M +$8.3M +215,244 +16%
AllianceBernstein
13
AllianceBernstein
Tennessee
$49M +$9.75M +252,612 +25%
BA
14
BlackRock Advisors
Delaware
$47.6M +$27.9M +722,400 +141%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$41.6M -$6.22M -161,159 -13%
CWAM
16
Columbia Wanger Asset Management
Illinois
$38.8M -$409K -10,600 -1%
Ninety One (UK)
17
Ninety One (UK)
United Kingdom
$38M +$9.45M +244,912 +33%
PIM
18
Perkins Investment Management
Illinois
$36.8M +$14.8M +383,990 +67%
Millennium Management
19
Millennium Management
New York
$35.5M +$27.2M +705,582 +330%
Allianz Asset Management
20
Allianz Asset Management
Germany
$30.5M +$16.7M +432,304 +120%
HCM
21
Highbridge Capital Management
New York
$29.6M +$19M +492,043 +179%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$29.6M +$3.18M +82,548 +12%
Northern Trust
23
Northern Trust
Illinois
$29.5M -$2.33M -60,290 -7%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$29M +$8.28M +214,665 +40%
Wells Fargo
25
Wells Fargo
California
$26.7M +$5.41M +140,129 +25%