SM Energy
370 hedge funds and large institutions have $4.21B invested in SM Energy in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 109 increasing their positions, 132 reducing their positions, and 23 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more call options, than puts
Call options by funds: $ | Put options by funds: $
more capital invested
Capital invested by funds: $ → $
21% more funds holding
Funds holding: 307 → 370 (+63)
0.77% less ownership
Funds ownership: 90.21% → 89.44% (-0.77%)
17% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 132
Holders
370
Holding in Top 10
5
Calls
$44.1M
Puts
$28.9M
Top Buyers
| 1 | +$68.5M | |
| 2 | +$46.5M | |
| 3 | +$34.3M | |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$29.2M |
| 5 |
Morgan Stanley
New York
|
+$21.4M |
Top Sellers
| 1 | -$66.2M | |
| 2 | -$46.9M | |
| 3 | -$31.2M | |
| 4 |
D.E. Shaw & Co
New York
|
-$27.3M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$23M |