SM icon

SM Energy
SM

Overview Fund Activity

342 hedge funds and large institutions have $3.76B invested in SM Energy in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 132 increasing their positions, 97 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+32
Holders Change %
+10.32%
% of All Funds
5.52%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
68
Increased
132
Reduced
97
Closed
33
Calls
$62.2M
Puts
$26.5M
Net Calls
+$35.7M
Net Calls Change
+$24.8M

Top Buyers

1
GKIM
1
GW&K Investment Management
Massachusetts
$39.1M
2
Millennium Management
2
Millennium Management
New York
$48.5M
3
State Street
3
State Street
Massachusetts
$233M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$50M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$543M

Top Sellers

1
ACG
1
Aventail Capital Group
New York
$0
2
ECA
2
Encompass Capital Advisors
New York
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$31.8M
4
GLA
4
Great Lakes Advisors
Illinois
$830K
5
Goldman Sachs
5
Goldman Sachs
New York
$52.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
226
CFM Wealth Partners
Texas
$356K – – –
MPM
227
Meritage Portfolio Management
Kansas
$349K +$21.7K +625 +7%
BHCM
228
Boulder Hill Capital Management
New York
$348K +$348K +10,000 New
SG Americas Securities
229
SG Americas Securities
New York
$347K -$179K -5,138 -34%
EF
230
Empirical Finance
Pennsylvania
$347K +$2.4K +69 +0.7%
AIP
231
Ameritas Investment Partners
Nebraska
$323K – – –
VF
232
Virtu Financial
New York
$316K +$316K +9,084 New
CGH
233
Crossmark Global Holdings
Texas
$312K -$10.8K -310 -3%
API
234
Advisor Partners II
California
$310K -$23.6K -678 -7%
TSS
235
Two Sigma Securities
New York
$308K +$308K +8,839 New
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$292K +$23.8K +684 +9%
LF
237
Lee Financial
Texas
$289K +$10.6K +305 +4%
SWS
238
SYSTM Wealth Solutions
Illinois
$286K +$286K +8,222 New
LPL Financial
239
LPL Financial
California
$283K +$1.85K +53 +0.7%
KI
240
Kula Investments
Illinois
$281K +$281K +8,071 New
VPIM
241
Vanguard Personalized Indexing Management
California
$279K +$279K +8,024 New
LFAS
242
Level Four Advisory Services
Texas
$278K +$278K +7,976 New
RAM
243
Readystate Asset Management
Illinois
$276K +$276K +7,920 New
PFO
244
Pathstone Family Office
New Jersey
$274K -$22.5K -647 -8%
Neuberger Berman Group
245
Neuberger Berman Group
New York
$274K +$274K +7,869 New
MWA
246
Meridian Wealth Advisors
Texas
$269K – – –
PA
247
Profund Advisors
Maryland
$268K -$26.6K -763 -9%
WSFS
248
Wilmington Savings Fund Society
Delaware
$268K -$119K -3,429 -31%
MLICM
249
Metropolitan Life Insurance Company (MetLife)
New York
$266K +$11.4K +326 +4%
Lazard Asset Management
250
Lazard Asset Management
New York
$265K – – –
8 9
10
11 12