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

Top Sellers

1
JIM
JB Investments Management
Pennsylvania
$88.2M
2
Millennium Management
Millennium Management
New York
$56.9M
3
First Trust Advisors
First Trust Advisors
Illinois
$28.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$49M
5
Deutsche Bank
Deutsche Bank
Germany
$3.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
251
Concourse Financial Group Securities
Alabama
$114K +$114K +2,930 New
HFM
252
Harvest Fund Management
China
$112K +$112K +2,886 New
UAML
253
US Asset Management LLC
Pennsylvania
$99K +$99K +2,532 New
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$79K – – –
SWA
255
Sutton Wealth Advisors
Florida
$69.7K +$78 +2 +0.1%
BC
256
Bartlett & Co
Ohio
$55K +$55K +1,400 New
BCWM
257
Bartlett & Co Wealth Management
Ohio
$54.5K +$54.5K +1,400 New
SOW
258
State of Wyoming
Wyoming
$53K -$20.6K -529 -28%
BAM
259
Byrne Asset Management
New Jersey
$51K +$51K +1,300 New
Parallax Volatility Advisers
260
Parallax Volatility Advisers
California
$47K +$47K +1,215 New
VCM
261
Versant Capital Management
Arizona
$30K -$28.1K -727 -48%
UFF
262
USA Financial Formulas
Michigan
$29K +$29K +747 New
Macquarie Group
263
Macquarie Group
Australia
$27.6K +$5.82K +149,292 +27%
IA
264
IFP Advisors
Florida
$26K +$26K +656 New
Nomura Asset Management
265
Nomura Asset Management
Japan
$24.1K +$24.1K +620 New
CFB
266
Cullen/Frost Bankers
Texas
$19K – – –
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$17K +$266 +7 +2%
FAG
268
Fortitude Advisory Group
Washington
$15K – – –
MIM
269
Macroview Investment Management
Maryland
$14K +$14K +359 New
EWA
270
EverSource Wealth Advisors
Alabama
$13K -$1.53K -38 -11%
STCOSD
271
Sageworth Trust Company of South Dakota
South Dakota
$13K – – –
CCMW
272
Cypress Capital Management (Wyoming)
Wyoming
$12K +$12K +310 New
PFBT
273
Parkside Financial Bank & Trust
Missouri
$10K +$1.3K +33 +15%
GKIM
274
GW&K Investment Management
Massachusetts
$7K +$7K +180 New
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
$6K – – –
9 10
11
12 13