SM ENERGY CO - NOTE 1.500% 7/0

Q4 2016 13F Holders as of 31 Dec 2016

Type / Class
Debt / NOTE 1.500% 7/0
Market price (% of par)
115.9%
Total 13F principal
$193,913,006
Principal change
+$33,040,000
Total reported market value
$225,483,006
Number of holders
22
Value change
+$37,916,818
Number of buys
14
Number of sells
11

Institutional Holders of SM ENERGY CO - NOTE 1.500% 7/0 as of Q4 2016

As of 31 Dec 2016, SM ENERGY CO - NOTE 1.500% 7/0 was held by 22 institutional bondholders reporting positions in Form 13F filings. These institutions reported holding $193,913,006 in principal (par value) of the bond. The largest 10 bondholders included Allianz Asset Management GmbH, OAKTREE CAPITAL MANAGEMENT LP, Linden Advisors LP, UBS ASSET MANAGEMENT AMERICAS INC, LAZARD ASSET MANAGEMENT LLC, FMR LLC, Calamos Advisors LLC, ADVENT CAPITAL MANAGEMENT /DE/, GOLDMAN SACHS GROUP INC, and Invesco Ltd.. This page lists 22 institutional bondholders reporting positions for the Q4 2016 filing period.
Investor Option Weight % Change % Value $ * Price (% of par) Principal Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.