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SM Energy
SM

Overview Fund Activity

241 hedge funds and large institutions have $1.72B invested in SM Energy in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 65 reducing their positions, and 49 closing their positions.

Holders
241
Holders Change
-24
Holders Change %
-9.06%
% of All Funds
6.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
28
Increased
111
Reduced
65
Closed
49
Calls
$21.8M
Puts
$32.2M
Net Calls
-$10.3M
Net Calls Change
-$3.24M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$132M
2
KL
2
KGH Ltd
Bahamas
$78.8M
3
CCM
3
Causeway Capital Management
California
$90.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$167M
5
SCM
5
Schneider Capital Management
Pennsylvania
$21M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$56.8M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$23.7M
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$0
4
CWAM
4
Columbia Wanger Asset Management
Illinois
$4.79M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$4.27M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$167M 8,494,175 +1,421,304 +20%
Capital Research Global Investors
2
Capital Research Global Investors
California
$132M 6,698,000 +6,698,000 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$96.8M 4,925,170 +287,413 +6%
CCM
4
Causeway Capital Management
California
$90.6M 3,835,774 +1,721,452 +81%
KL
5
KGH Ltd
Bahamas
$78.8M 4,007,719 +2,272,507 +131%
State Street
6
State Street
Massachusetts
$65.1M 3,313,480 +994,126 +43%
AllianceBernstein
7
AllianceBernstein
Tennessee
$56.8M 2,886,952 -2,812,289 -49%
VanEck Associates
8
VanEck Associates
New York
$56.7M 2,886,391 -189,981 -6%
Artisan Partners
9
Artisan Partners
Wisconsin
$52.9M 2,689,031 -407,021 -13%
HCM
10
Herndon Capital Management
Georgia
$48.6M 2,470,690 -274,833 -10%
BFA
11
BlackRock Fund Advisors
California
$46.9M 2,386,640 +79,008 +3%
BIT
12
BlackRock Institutional Trust
California
$41.3M 2,098,259 -62,152 -3%
Macquarie Group
13
Macquarie Group
Australia
$39.1M 1,986,682 +533,274 +37%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$34.6M 1,759,773 -44,879 -2%
SCM
15
SIR Capital Management
New York
$31.5M 1,603,247 +614,947 +62%
FPA
16
First Pacific Advisors
California
$31.1M 1,581,231 +377,780 +31%
Millennium Management
17
Millennium Management
New York
$27.3M 1,387,769 -568,852 -29%
CCP
18
Caymus Capital Partners
Texas
$26.5M 1,347,989 +156,100 +13%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$23.7M 1,204,799 -808,336 -40%
Goldman Sachs
20
Goldman Sachs
New York
$21.7M 1,103,630 +181,679 +20%
Northern Trust
21
Northern Trust
Illinois
$21.6M 1,100,978 +93,346 +9%
SCM
22
Schneider Capital Management
Pennsylvania
$21M 1,067,618 +1,067,618 New
BA
23
BlackRock Advisors
Delaware
$19.3M 982,591 +55,203 +6%
CI
24
Cambiar Investors
Colorado
$19.2M 977,643 +977,643 New
DIA
25
Denver Investment Advisors
Colorado
$17.9M 912,381 +473,602 +108%
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