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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 %
QCG
251
Quadrant Capital Group
Ohio
$2K – – –
Manulife (Manufacturers Life Insurance)
252
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.78K -$16 -559 -0.9%
GWM
253
Geneos Wealth Management
Colorado
$1K -$8.57K -300 -90%
FPS
254
Fieldpoint Private Securities
Connecticut
$1K -$3.5K -70 -78%
BIA
255
Bell Investment Advisors
California
$1K – – –
C
256
Covestor
United Kingdom
$1K +$1K +21 New
VRS
257
Virginia Retirement Systems
Virginia
$203 +$203 +6,900 New
SPC
258
Slate Path Capital
New York
– -$31.1M -1,180,000 Closed
Loomis, Sayles & Company
259
Loomis, Sayles & Company
Massachusetts
– -$13.2M -500,000 Closed
Connor, Clark & Lunn Investment Management (CC&L)
260
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$11.6M -440,655 Closed
SFI
261
Susquehanna Fundamental Investments
Pennsylvania
– -$10.9M -412,468 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
262
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$9.23M -350,000 Closed
WG
263
Winton Group
United Kingdom
– -$3.34M -126,583 Closed
QT
264
Quantbot Technologies
New York
– -$3.27M -123,824 Closed
CCMW
265
Cypress Capital Management (Wyoming)
Wyoming
– -$2.22M -84,208 Closed
BAM
266
Blueshift Asset Management
New Jersey
– -$2.13M -80,888 Closed
Hudson Bay Capital Management
267
Hudson Bay Capital Management
Connecticut
– -$1.98M -75,000 Closed
AIM
268
Aigen Investment Management
New York
– -$1.43M -54,003 Closed
BF
269
BOK Financial
Oklahoma
– -$1.14M -43,100 Closed
WHG
270
Westwood Holdings Group
Texas
– -$1.03M -39,080 Closed
Capital Fund Management (CFM)
271
Capital Fund Management (CFM)
France
– -$614K -23,284 Closed
TI
272
Trexquant Investment
Connecticut
– -$442K -16,771 Closed
CIBC Asset Management
273
CIBC Asset Management
Ontario, Canada
– -$349K -13,233 Closed
OQS
274
Occudo Quantitative Strategies
Florida
– -$309K -11,731 Closed
CM
275
Capula Management
Cayman Islands
– -$296K -11,225 Closed
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