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SM Energy
SM

Overview Fund Activity

236 hedge funds and large institutions have $2.74B invested in SM Energy in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+13
Holders Change %
+5.83%
% of All Funds
4.14%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
39
Increased
79
Reduced
82
Closed
25
Calls
$38.9M
Puts
$8.03M
Net Calls
+$30.9M
Net Calls Change
+$8.69M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$58M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$298M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$25.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$91.6M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$20.9M

Top Sellers

1
MRCP
1
Maple Rock Capital Partners
Ontario, Canada
$0
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$13.2M
3
PPA
3
Parametric Portfolio Associates
Washington
$13.6M
4
Charles Schwab
4
Charles Schwab
California
$62.9M
5
BlackRock
5
BlackRock
New York
$514M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
226
Nisa Investment Advisors
Missouri
$3.68K – – –
CFN
227
Cordasco Financial Network
Florida
$3K – – –
QCG
228
Quadrant Capital Group
Ohio
$2K -$9.32K -331 -82%
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$2K -$1.3K -52 -39%
FPS
230
Fieldpoint Private Securities
Connecticut
$2K – – –
LC
231
Lindbrook Capital
California
$2K – – –
CCA
232
Column Capital Advisors
Indiana
$1K -$135 -7 -12%
BWM
233
Baystate Wealth Management
Massachusetts
$1K – – –
S
234
SignatureFD
Georgia
$1K +$114 +5 +13%
BIA
235
Bell Investment Advisors
California
$1K +$1K +27 New
MRCP
236
Maple Rock Capital Partners
Ontario, Canada
– -$40.7M -1,651,813 Closed
DCM
237
Driehaus Capital Management
Illinois
– -$9.73M -395,083 Closed
LM
238
Lasry Marc
– -$4.75M -193,002 Closed
State of New Jersey Common Pension Fund D
239
State of New Jersey Common Pension Fund D
New Jersey
– -$3.31M -134,323 Closed
Susquehanna International Group
240
Susquehanna International Group
Pennsylvania
– -$2.85M -115,561 Closed
EI
241
EAM Investors
California
– -$2.07M -83,977 Closed
WMSA
242
Weiss Multi-Strategy Advisers
New York
– -$2.02M -82,000 Closed
Marshall Wace
243
Marshall Wace
United Kingdom
– -$1.57M -63,614 Closed
PCM
244
Prelude Capital Management
New York
– -$1.31M -53,018 Closed
IIA
245
IPG Investment Advisors
California
– -$1.23M -50,000 Closed
QC
246
Quadrature Capital
United Kingdom
– -$1.08M -43,811 Closed
Squarepoint
247
Squarepoint
New York
– -$853K -34,646 Closed
SSA
248
Schonfeld Strategic Advisors
New York
– -$409K -16,623 Closed
VRS
249
Virginia Retirement Systems
Virginia
– -$345K -14,000 Closed
SEC
250
Seven Eight Capital
New York
– -$310K -12,593 Closed
7 8 9
10
11