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SM Energy
SM

Overview Fund Activity

300 hedge funds and large institutions have $4.05B invested in SM Energy in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 98 increasing their positions, 105 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+40
Holders Change %
+15.38%
% of All Funds
4.75%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
63
Increased
98
Reduced
105
Closed
21
Calls
$105M
Puts
$30.6M
Net Calls
+$74.8M
Net Calls Change
+$36.8M

Top Buyers

1
FCM
1
Frontier Capital Management
Massachusetts
$53.9M
2
Invesco
2
Invesco
Georgia
$86.8M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$46.1M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$35.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$127M

Top Sellers

1
JIM
1
JB Investments Management
Pennsylvania
$88.2M
2
Millennium Management
2
Millennium Management
New York
$56.9M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$28.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$49M
5
Deutsche Bank
5
Deutsche Bank
Germany
$3.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
226
Lee Financial
Texas
$312K – – –
Verition Fund Management
227
Verition Fund Management
Connecticut
$302K +$302K +7,741 New
MWA
228
Meridian Wealth Advisors
Texas
$301K – – –
Cetera Investment Advisers
229
Cetera Investment Advisers
Illinois
$301K +$1.28K +33 +0.4%
SCM
230
Shelton Capital Management
Colorado
$296K +$22.1K +568 +8%
ACM
231
AlphaCrest Capital Management
New York
$292K -$833K -21,400 -74%
PAMS
232
Pictet Asset Management (Switzerland)
Switzerland
$292K – – –
SM
233
SG3 Management
Puerto Rico
$292K +$292K +7,500 New
Mackenzie Financial
234
Mackenzie Financial
Ontario, Canada
$291K +$291K +7,482 New
Public Employees Retirement Association of Colorado
235
Public Employees Retirement Association of Colorado
Colorado
$290K – – –
MLICM
236
Metropolitan Life Insurance Company (MetLife)
New York
$284K -$936K -24,034 -77%
CIP
237
Cornerstone Investment Partners
Georgia
$283K – – –
AAM
238
Auxier Asset Management
Oregon
$274K -$7.78K -200 -3%
FC
239
FORA Capital
Florida
$268K +$268K +6,602 New
X
240
Xponance
Pennsylvania
$243K +$243K +6,232 New
PWPS
241
Pinnacle Wealth Planning Services
Ohio
$238K +$238K +6,120 New
II
242
Inspire Investing
Idaho
$233K -$95.9K -2,464 -29%
CG
243
Cutler Group
California
$229K +$229K +5,882 New
Walleye Trading
244
Walleye Trading
New York
$228K -$618K -15,877 -73%
NICM
245
Neo Ivy Capital Management
New York
$188K +$188K +4,842 New
KBC Group
246
KBC Group
Belgium
$152K +$30K +771 +25%
TRCT
247
Tower Research Capital (TRC)
New York
$143K +$98.4K +2,520 +221%
Osaic Holdings
248
Osaic Holdings
Arizona
$130K -$743K -17,379 -85%
MAM
249
Meeder Asset Management
Ohio
$125K +$125K +3,187 New
Canada Pension Plan Investment Board
250
Canada Pension Plan Investment Board
Ontario, Canada
$117K -$8.48M -217,402 -99%
8 9
10
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