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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 %
SCM
251
Shelton Capital Management
Colorado
$265K – – –
CP
252
CenterBook Partners
Connecticut
$261K -$25.3K -727 -9%
X
253
Xponance
Pennsylvania
$259K -$940 -27 -0.4%
AA
254
ALPS Advisors
Colorado
$246K – – –
IIM
255
Ironwood Investment Management
Massachusetts
$243K – – –
Ohio Public Employees Retirement System (OPERS)
256
Ohio Public Employees Retirement System (OPERS)
Ohio
$238K +$3.69K +106 +2%
II
257
Inspire Investing
Idaho
$236K +$42.9K +1,231 +22%
PAS
258
Park Avenue Securities
New York
$229K +$229K +6,570 New
CD
259
Chapin Davis
Maryland
$221K +$221K +6,345 New
AAM
260
Auxier Asset Management
Oregon
$219K – – –
CC
261
Cipher Capital
New York
$218K -$193K -5,552 -47%
PMEF
262
Point72 Middle East FZE
United Arab Emirates
$217K +$217K +6,228 New
TCM
263
Teza Capital Management
Illinois
$215K +$215K +6,162 New
MM
264
MQS Management
New York
$208K +$208K +5,965 New
RCM
265
Radnor Capital Management
Pennsylvania
$204K +$204K +5,580 New
PCM
266
Prelude Capital Management
New York
$202K +$202K +5,790 New
SOW
267
State of Wyoming
Wyoming
$201K +$201K +5,761 New
CG
268
Cutler Group
California
$198K -$114K -3,291 -37%
Allspring Global Investments
269
Allspring Global Investments
North Carolina
$193K -$1.26M -36,266 -87%
EIP
270
Energy Income Partners
Connecticut
$165K +$165K +4,745 New
VanEck Associates
271
VanEck Associates
New York
$140K +$140K +4,018 New
Dimensional Fund Advisors
272
Dimensional Fund Advisors
Texas
$137K -$4.33K -124,436 -3%
Osaic Holdings
273
Osaic Holdings
Arizona
$125K +$27.7K +798 +28%
MAM
274
Meeder Asset Management
Ohio
$95.4K -$20.1K -577 -17%
UAML
275
US Asset Management LLC
Pennsylvania
$89K +$89K +2,565 New
9 10
11
12 13