SM icon

SM Energy
SM

Overview Fund Activity

310 hedge funds and large institutions have $4.13B invested in SM Energy in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 114 increasing their positions, 106 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+2
Holders Change %
+0.65%
% of All Funds
5.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
50
Increased
114
Reduced
106
Closed
44
Calls
$67.1M
Puts
$56.2M
Net Calls
+$10.9M
Net Calls Change
-$15M

Top Buyers

1
ACG
1
Aventail Capital Group
New York
$68.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$83.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92.6M
4
BlackRock
4
BlackRock
New York
$763M
5
FCM
5
Frontier Capital Management
Massachusetts
$82.5M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$28.4M
2
Ameriprise
2
Ameriprise
Minnesota
$31.9M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$25.9M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$33.8M
5
HCM
5
Hodges Capital Management
Texas
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
226
Truist Financial
North Carolina
$342K -$248K -6,602 -42%
CG
227
Cutler Group
California
$338K +$272K +7,250 +415%
BBVA
228
Banco Bilbao Vizcaya Argentaria
Spain
$333K – – –
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$330K +$11.6K +310 +4%
BC
230
Bridgefront Capital
Texas
$326K +$326K +8,669 New
PFO
231
Pathstone Family Office
New Jersey
$320K +$320K +8,516 New
PA
232
Profund Advisors
Maryland
$318K +$6.57K +175 +2%
CP
233
CenterBook Partners
Connecticut
$309K +$18.1K +482 +6%
CI Investments Inc
234
CI Investments Inc
Ontario, Canada
$306K -$280K -7,449 -48%
LPL Financial
235
LPL Financial
California
$304K -$128K -3,416 -30%
LF
236
Lee Financial
Texas
$301K – – –
PWPS
237
Pinnacle Wealth Planning Services
Ohio
$300K +$5.15K +137 +2%
MWA
238
Meridian Wealth Advisors
Texas
$290K – – –
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$289K +$289K +7,695 New
SCM
240
Shelton Capital Management
Colorado
$286K – – –
Lazard Asset Management
241
Lazard Asset Management
New York
$286K +$286K +7,621 New
ACM
242
AlphaCrest Capital Management
New York
$285K -$141K -3,748 -33%
WG
243
Winton Group
United Kingdom
$285K +$285K +7,572 New
PAMS
244
Pictet Asset Management (Switzerland)
Switzerland
$282K – – –
X
245
Xponance
Pennsylvania
$281K +$27.4K +729 +11%
MLICM
246
Metropolitan Life Insurance Company (MetLife)
New York
$275K – – –
AA
247
ALPS Advisors
Colorado
$266K +$266K +7,075 New
HIIFS
248
Harel Insurance Investments & Financial Services
Israel
$264K +$33.6K +890 +15%
IIM
249
Ironwood Investment Management
Massachusetts
$263K – – –
Schroder Investment Management Group
250
Schroder Investment Management Group
United Kingdom
$257K -$44.8K -1,189 -15%
8 9
10
11 12