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SM Energy
SM

265 hedge funds and large institutions have $2.41B invested in SM Energy in 2015 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 72 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 72

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

8.06% more ownership

Funds ownership: 102.01% → 110.08% (+8.1%)

6% less funds holding

Funds holding: 282 → 265 (-17)

15% less call options, than puts

Call options by funds: $41.8M | Put options by funds: $48.9M

24% less capital invested

Capital invested by funds: $3.18B → $2.41B (-$773M)

29% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 52

Holders
265
Holders Change
-17
Holders Change %
-6.03%
% of All Funds
7.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
37
Increased
112
Reduced
72
Closed
52
Calls
$41.8M
Puts
$48.9M
Net Calls
-$7.09M
Net Calls Change
+$7.82M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$78.7M
2
Millennium Management
Millennium Management
New York
+$68.6M
3
SCM
SIR Capital Management
New York
+$35.8M
4
CCM
Causeway Capital Management
California
+$31.8M
5
CCP
Caymus Capital Partners
Texas
+$24.9M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$77.3M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$22.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$22.4M
4
HCM
Hayman Capital Management
Texas
-$17.4M
5
Artisan Partners
Artisan Partners
Wisconsin
-$16.4M

SM Hedge Fund Activity: Q3 2015 in Review

265 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q3 2015, worth a combined $2.41B — down 24% from $3.18B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of SM and 37 opened new positions — a net loss of 15 holders — while 72 trimmed existing stakes and 112 added.

The largest buyer was Fidelity Investments, adding an estimated $78.7M. The largest seller was Goldman Sachs, cutting an estimated $77.3M.

  • 265 institutional investors held SM Energy (SM) as of Q3 2015, down from 282 in Q2 2015.
  • Funds reported $2.41B of SM Energy stock for Q3 2015, down 24% quarter-over-quarter.
  • 37 funds opened new SM Energy positions in Q3 2015 and 52 closed out, a net change of -15 holders.
  • The largest SM Energy buyer in Q3 2015 was Fidelity Investments, an estimated $78.7M added.
  • The largest SM Energy seller in Q3 2015 was Goldman Sachs, an estimated $77.3M sold.

Based on aggregated 13F filings for Q3 2015.