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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
GW&K Investment Management
Massachusetts
$39.1M
2
Millennium Management
Millennium Management
New York
$48.5M
3
State Street
State Street
Massachusetts
$233M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$50M
5
Vanguard Group
Vanguard Group
Pennsylvania
$543M

Top Sellers

1
ACG
Aventail Capital Group
New York
$0
2
ECA
Encompass Capital Advisors
New York
$0
3
First Trust Advisors
First Trust Advisors
Illinois
$31.8M
4
GLA
Great Lakes Advisors
Illinois
$830K
5
Goldman Sachs
Goldman Sachs
New York
$52.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
276
Fifth Third Bancorp
Ohio
$81.2K +$5.5K +158 +7%
BAMF
277
BI Asset Management Fondsmaeglerselskab
Denmark
$68K +$68K +1,947 New
QCG
278
Quadrant Capital Group
Ohio
$65.3K -$12.4K -355 -16%
SWA
279
Sutton Wealth Advisors
Florida
$62.3K – – –
BAM
280
Byrne Asset Management
New Jersey
$58.9K +$13.6K +390 +30%
HFM
281
Harvest Fund Management
China
$56K -$132K -3,789 -70%
BC
282
Bartlett & Co
Ohio
$49K – – –
BCWM
283
Bartlett & Co Wealth Management
Ohio
$48.8K – – –
IA
284
IFP Advisors
Florida
$40K +$24.2K +922 +153%
S
285
SignatureFD
Georgia
$31.1K +$19.7K +566 +173%
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$29K -$1.44K -41 -5%
CS
287
Comerica Securities
Michigan
$25.4K +$25.4K +730 New
BAM
288
Belpointe Asset Management
Nevada
$23.8K +$23.8K +683 New
LFG
289
Larson Financial Group
Missouri
$23.7K -$11.3K -325 -32%
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$22.6K +$1.74K +50 +8%
ASN
291
Advisory Services Network
Georgia
$22.6K +$22.6K +650 New
Nomura Asset Management
292
Nomura Asset Management
Japan
$21.6K – – –
CI Investments Inc
293
CI Investments Inc
Ontario, Canada
$21K -$261K -7,539 -93%
Bessemer Group
294
Bessemer Group
New Jersey
$21K – – –
GRP
295
Global Retirement Partners
California
$19.7K -$592 -17 -3%
TRCT
296
Tower Research Capital (TRC)
New York
$18K -$310K -9,159 -95%
CFB
297
Cullen/Frost Bankers
Texas
$17.4K – – –
RFA
298
Register Financial Advisors
Georgia
$17.4K +$17.4K +500 New
OWA
299
One Wealth Advisors
California
$15.3K +$15.3K +439 New
CSPIA
300
Cary Street Partners Investment Advisory
Virginia
$11.5K +$11.5K +330 New
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12
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