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SM Energy
SM

Overview Fund Activity

260 hedge funds and large institutions have $3.05B invested in SM Energy in 2021 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+24
Holders Change %
+10.17%
% of All Funds
4.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
62
Increased
88
Reduced
87
Closed
37
Calls
$49.5M
Puts
$11.4M
Net Calls
+$38M
Net Calls Change
+$7.12M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$407M
2
First Trust Advisors
First Trust Advisors
Illinois
$54.1M
3
RRAM
River Road Asset Management
Kentucky
$35.4M
4
Millennium Management
Millennium Management
New York
$95.6M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$23.8M

Top Sellers

1
State Street
State Street
Massachusetts
$182M
2
Russell Investments Group
Russell Investments Group
United Kingdom
$35.8M
3
Two Sigma Investments
Two Sigma Investments
New York
$4.61M
4
Goldman Sachs
Goldman Sachs
New York
$70.8M
5
SPC
Slate Path Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$60K +$2.58K +87 +5%
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$58K -$2.44K -84 -4%
SOW
228
State of Wyoming
Wyoming
$56K +$56K +1,890 New
SWA
229
Sutton Wealth Advisors
Florida
$52.7K +$2.09K +71 +4%
VCM
230
Versant Capital Management
Arizona
$44K +$850 +29 +2%
NFSG
231
Newbridge Financial Services Group
Florida
$44K +$44K +1,500 New
TRCT
232
Tower Research Capital (TRC)
New York
$34K -$808K -27,124 -96%
BA
233
Bellwether Advisors
Nebraska
$32K +$32K +1,111 New
Barrow, Hanley, Mewhinney & Strauss
234
Barrow, Hanley, Mewhinney & Strauss
Texas
$21K +$21K +723 New
CFB
235
Cullen/Frost Bankers
Texas
$15K – – –
HI
236
Harbour Investments
Wisconsin
$14K – – –
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$13K +$13K +440 New
EWA
238
EverSource Wealth Advisors
Alabama
$11K +$11K +361 New
FAG
239
Fortitude Advisory Group
Washington
$11K +$11K +380 New
PA
240
Parallel Advisors
California
$10K +$2.49K +83 +33%
STCOSD
241
Sageworth Trust Company of South Dakota
South Dakota
$10K +$10K +333 New
PFBT
242
Parkside Financial Bank & Trust
Missouri
$7K +$760 +24 +12%
WC
243
Wexford Capital
Florida
$5.12K +$5.12K +173,611 New
MPWT
244
MassMutual Private Wealth & Trust
Connecticut
$5K +$5K +157 New
SCA
245
Snowden Capital Advisors
New York
$5K +$5K +175 New
ST
246
Sageworth Trust
Pennsylvania
$3K -$10.1K -339 -77%
CFN
247
Cordasco Financial Network
Florida
$3K – – –
CMBA
248
C.M. Bidwell & Associates
Hawaii
$3K +$3K +85 New
UB
249
UMB Bank
Missouri
$3K +$3K +100 New
Bessemer Group
250
Bessemer Group
New Jersey
$3K +$3K +110 New
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