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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 %
CCMW
276
Cypress Capital Management (Wyoming)
Wyoming
$12K – – –
S
277
SignatureFD
Georgia
$12K +$2.13K +58 +22%
WFA
278
Wipfli Financial Advisors
Wisconsin
$12K +$12K +310 New
MIM
279
Macroview Investment Management
Maryland
$12K +$12K +331 New
C
280
Covestor
United Kingdom
$10K -$1.86K -51 -16%
PFBT
281
Parkside Financial Bank & Trust
Missouri
$10K +$110 +3 +1%
WAM
282
Worth Asset Management
Texas
$9K +$9K +227 New
STCOSD
283
Sageworth Trust Company of South Dakota
South Dakota
$8K -$2.08K -58 -21%
EWA
284
EverSource Wealth Advisors
Alabama
$6K -$5.96K -161 -50%
MPWT
285
MassMutual Private Wealth & Trust
Connecticut
$6K -$145 -4 -2%
GIA
286
GHP Investment Advisors
Colorado
$6K – – –
Rockefeller Capital Management
287
Rockefeller Capital Management
New York
$6K +$1.27K +38 +27%
LC
288
Lindbrook Capital
California
$4K -$2K -53 -33%
ST
289
Sageworth Trust
Pennsylvania
$4K – – –
WWM
290
Wagner Wealth Management
South Carolina
$4K – – –
UB
291
UMB Bank
Missouri
$4K – – –
PA
292
Parallel Advisors
California
$3K -$217 -5 -7%
SC
293
Schubert & Co
Texas
$3K +$573 +17 +24%
FMII
294
Farmers & Merchants Investments Inc
Nebraska
$3K +$3K +81 New
Bank of Montreal
295
Bank of Montreal
Ontario, Canada
$2.5K -$3.12K -78,289 -55%
JWA
296
JFS Wealth Advisors
Pennsylvania
$2K -$369 -12 -16%
AF
297
Advisornet Financial
Minnesota
$2K – – –
QC
298
Quent Capital
New York
$2K – – –
BIA
299
Bell Investment Advisors
California
$2K +$95 +2 +5%
HCP
300
Hexagon Capital Partners
Arkansas
$1K -$176 -3 -15%
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12
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