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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 %
LC
276
Lindbrook Capital
California
$6K +$6K +146 New
GIA
277
GHP Investment Advisors
Colorado
$6K +$6K +150 New
QCG
278
Quadrant Capital Group
Ohio
$5K +$2.33K +62 +87%
T
279
TCWP
Ohio
$5K +$5K +147 New
CFN
280
Cordasco Financial Network
Florida
$4K – – –
UB
281
UMB Bank
Missouri
$4K – – –
Bessemer Group
282
Bessemer Group
New Jersey
$4K – – –
ST
283
Sageworth Trust
Pennsylvania
$4K – – –
PA
284
Parallel Advisors
California
$3K -$11.5K -264 -79%
CMBA
285
C.M. Bidwell & Associates
Hawaii
$3K – – –
S
286
SignatureFD
Georgia
$3K +$3K +75 New
GRP
287
Global Retirement Partners
California
$2K +$2K +45 New
C
288
Covestor
United Kingdom
$1K -$235 -4 -19%
FPS
289
Fieldpoint Private Securities
Connecticut
$1K – – –
GWM
290
Geneos Wealth Management
Colorado
$1K – – –
SC
291
Schubert & Co
Texas
$1K +$556 +10 +125%
HCP
292
Hexagon Capital Partners
Arkansas
$1K +$1K +19 New
CAM
293
ClariVest Asset Management
California
$1K +$1K +21 New
MFT
294
Moisand Fitzgerald Tamayo
Florida
$1K +$1K +22 New
JWA
295
JFS Wealth Advisors
Pennsylvania
$1K +$694 +25 +227%
CI
296
Cordant Inc
Oregon
$1K +$1K +26 New
Adage Capital Partners
297
Adage Capital Partners
Massachusetts
– -$10.5M -355,797 Closed
Balyasny Asset Management
298
Balyasny Asset Management
Illinois
– -$9.58M -324,902 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
299
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$7.82M -265,092 Closed
WC
300
Wexford Capital
Florida
– -$5.12K -173,611 Closed
9 10 11
12
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