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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 %
Ohio Public Employees Retirement System (OPERS)
251
Ohio Public Employees Retirement System (OPERS)
Ohio
$253K -$39.2K -1,043 -13%
Royal Bank of Canada
252
Royal Bank of Canada
Ontario, Canada
$252K +$7.68K +204 +3%
MSU
253
Mizuho Securities USA
New York
$243K +$243K +6,449 New
AAM
254
Auxier Asset Management
Oregon
$237K -$28.3K -750 -11%
William Blair & Company
255
William Blair & Company
Illinois
$216K +$216K +5,750 New
II
256
Inspire Investing
Idaho
$208K -$26.5K -705 -11%
FFM
257
Forum Financial Management
Illinois
$208K +$208K +5,538 New
HFM
258
Harvest Fund Management
China
$203K +$94.4K +2,509 +87%
Parallax Volatility Advisers
259
Parallax Volatility Advisers
California
$129K -$90.9K -2,426 -41%
MAM
260
Meeder Asset Management
Ohio
$124K +$27.1K +724 +28%
Osaic Holdings
261
Osaic Holdings
Arizona
$106K -$86.2K -2,281 -45%
QCG
262
Quadrant Capital Group
Ohio
$84K +$78.2K +2,075 +1,339%
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$82K +$5.7K +151 +7%
SWA
264
Sutton Wealth Advisors
Florida
$67.3K – – –
BC
265
Bartlett & Co
Ohio
$53K – – –
BCWM
266
Bartlett & Co Wealth Management
Ohio
$52.7K – – –
BAM
267
Byrne Asset Management
New Jersey
$49K – – –
LFG
268
Larson Financial Group
Missouri
$38K +$38K +1,005 New
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$33K +$16.4K +432 +99%
GRP
270
Global Retirement Partners
California
$26K +$22.7K +508 +677%
IA
271
IFP Advisors
Florida
$24K -$2.07K -52 -8%
Nomura Asset Management
272
Nomura Asset Management
Japan
$23.3K – – –
Bessemer Group
273
Bessemer Group
New Jersey
$23K – – –
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$23K – – –
CFB
275
Cullen/Frost Bankers
Texas
$19K – – –
9 10
11
12 13