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SM Energy
SM

Overview Fund Activity

307 hedge funds and large institutions have $3.44B invested in SM Energy in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
49
Increased
119
Reduced
101
Closed
36
Calls
$36.9M
Puts
$16.9M
Net Calls
+$19.9M
Net Calls Change
+$9.01M

Top Buyers

1
BlackRock
BlackRock
New York
$678M
2
ACG
Aventail Capital Group
New York
$21M
3
Citadel Advisors
Citadel Advisors
Florida
$23.6M
4
PC
PointState Capital
New York
$17.2M
5
SCM
SIR Capital Management
New York
$15.5M

Top Sellers

1
PDIP
Palo Duro Investment Partners
Illinois
$0
2
Invesco
Invesco
Georgia
$37.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
$472M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$2.81M
5
TCM
TimesSquare Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Trust & Banking
226
Mitsubishi UFJ Trust & Banking
Japan
$277K +$277K +8,763 New
I
227
InceptionR
California
$271K +$271K +8,580 New
PCMC
228
Paragon Capital Management (Colorado)
Colorado
$267K +$267K +8,449 New
CWP
229
CFM Wealth Partners
Texas
$260K – – –
OSAM
230
O'Shaughnessy Asset Management
Connecticut
$257K -$14.5K -458 -5%
CG
231
Caprock Group
Idaho
$250K +$250K +7,898 New
MWA
232
Meridian Wealth Advisors
Texas
$244K – – –
Neuberger Berman Group
233
Neuberger Berman Group
New York
$237K +$237K +7,502 New
HT
234
Headlands Technologies
Illinois
$237K +$237K +7,493 New
JPMPWA
235
J.P. Morgan Private Wealth Advisors
California
$236K -$384K -12,149 -62%
VIA
236
Vident Investment Advisory
Georgia
$234K +$234K +7,407 New
EIP
237
Energy Income Partners
Connecticut
$232K +$32.5K +1,026 +16%
PA
238
Profund Advisors
Maryland
$225K -$3.23K -102 -1%
X
239
Xponance
Pennsylvania
$224K +$224K +7,091 New
PRC
240
Pearl River Capital
Michigan
$210K +$210K +6,654 New
MLICM
241
Metropolitan Life Insurance Company (MetLife)
New York
$210K +$4.87K +154 +2%
Walleye Trading
242
Walleye Trading
New York
$201K -$7.78K -246 -4%
NA
243
NewEdge Advisors
Louisiana
$174K +$4.56K +144 +3%
QCG
244
Quadrant Capital Group
Ohio
$158K +$73.3K +2,316 +86%
Osaic Holdings
245
Osaic Holdings
Arizona
$151K +$6.8K +215 +5%
TRCT
246
Tower Research Capital (TRC)
New York
$113K -$338K -10,690 -75%
MAM
247
Meeder Asset Management
Ohio
$86.6K – – –
S
248
SignatureFD
Georgia
$75K +$16.5K +521 +28%
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$74K +$49.7K +1,575 +205%
EWA
250
EverSource Wealth Advisors
Alabama
$48.6K +$37.2K +1,176 +328%
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