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SM Energy
SM

Overview Fund Activity

293 hedge funds and large institutions have $3.31B invested in SM Energy in 2015 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 100 increasing their positions, 108 reducing their positions, and 43 closing their positions.

Holders
293
Holders Change
+14
Holders Change %
+5.02%
% of All Funds
7.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
60
Increased
100
Reduced
108
Closed
43
Calls
$93.1M
Puts
$88.3M
Net Calls
+$4.81M
Net Calls Change
-$3.29M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$198M
2
Citadel Advisors
2
Citadel Advisors
Florida
$50.1M
3
CCM
3
Causeway Capital Management
California
$39.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$164M
5
BFA
5
BlackRock Fund Advisors
California
$113M

Top Sellers

1
AL
1
AJO LP
Pennsylvania
$14.6M
2
PIM
2
Perkins Investment Management
Illinois
$8.91M
3
FPA
3
First Pacific Advisors
California
$49.8M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$11.6M
5
Wells Fargo
5
Wells Fargo
California
$12M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$248M 4,800,549 -116,641 -2%
Artisan Partners
2
Artisan Partners
Wisconsin
$204M 3,951,719 -282,348 -7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$198M 3,837,277 +2,307,324 +151%
Goldman Sachs
4
Goldman Sachs
New York
$164M 3,174,431 +500,355 +19%
VanEck Associates
5
VanEck Associates
New York
$154M 2,982,927 +156,925 +6%
BFA
6
BlackRock Fund Advisors
California
$113M 2,195,268 +483,618 +28%
State Street
7
State Street
Massachusetts
$113M 2,179,027 +123,228 +6%
BIT
8
BlackRock Institutional Trust
California
$109M 2,109,237 +152,384 +8%
HCM
9
Herndon Capital Management
Georgia
$107M 2,063,124 -210,856 -9%
AllianceBernstein
10
AllianceBernstein
Tennessee
$84.8M 1,640,885 +370,626 +29%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$70.9M 1,372,202 -457,170 -25%
BA
12
BlackRock Advisors
Delaware
$68.1M 1,317,249 +82,600 +7%
CWAM
13
Columbia Wanger Asset Management
Illinois
$53M 1,026,400 +22,000 +2%
Citadel Advisors
14
Citadel Advisors
Florida
$50.1M 969,694 +770,219 +386%
FPA
15
First Pacific Advisors
California
$49.8M 963,991 -719,109 -43%
AQR Capital Management
16
AQR Capital Management
Connecticut
$41.2M 796,657 +282,300 +55%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$40.6M 786,391 -292,686 -27%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$39.6M 766,648 -190 -0%
CCM
19
Causeway Capital Management
California
$39.4M 565,082 +565,082 New
Northern Trust
20
Northern Trust
Illinois
$36.3M 702,628 -61,254 -8%
Norges Bank
21
Norges Bank
Norway
$33.4M 645,777 +57,610 +10%
Ninety One (UK)
22
Ninety One (UK)
United Kingdom
$32.4M 626,516 -358,825 -36%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$32.4M 626,006 -125,095 -17%
HCM
24
Highbridge Capital Management
New York
$28M 541,605 -225,375 -29%
SCM
25
SIR Capital Management
New York
$27.1M 524,100 +79,900 +18%
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