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SM Energy
SM

Overview Fund Activity

294 hedge funds and large institutions have $3.04B invested in SM Energy in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 105 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-48
Holders Change %
-14.04%
% of All Funds
4.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
38
Increased
111
Reduced
105
Closed
81
Calls
$26M
Puts
$15.1M
Net Calls
+$10.9M
Net Calls Change
-$24.8M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$34.5M
2
Millennium Management
Millennium Management
New York
+$24.5M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$16.1M
4
Walleye Capital
Walleye Capital
New York
+$11.8M
5
FCM
Frontier Capital Management
Massachusetts
+$10.8M

Top Sellers

1
AR
Advisory Research
Illinois
-$48.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$44M
3
Invesco
Invesco
Georgia
-$41M
4
Marshall Wace
Marshall Wace
United Kingdom
-$28.6M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
276
Spire Wealth Management
Virginia
$1.94K +$1.94K +69 New
SC
277
Schubert & Co
Texas
$1.66K -$592 -21 -26%
HNB
278
Huntington National Bank
Ohio
$1.49K +$1.04K +37 +231%
QC
279
Quent Capital
New York
$1.48K – – –
GWS
280
Glassman Wealth Services
Virginia
$1.27K +$957 +34 +309%
IAIM
281
International Assets Investment Management
Florida
$1.01K +$1.01K +36 New
CAM
282
ClariVest Asset Management
California
$1K -$589K -19,443 -100%
AF
283
Allworth Financial
California
$958 +$366 +13 +62%
RFG
284
RFP Financial Group
Georgia
$704 – – –
MIA
285
Milestone Investment Advisors
Wisconsin
$704 +$704 +25 New
CFGS
286
Concourse Financial Group Securities
Alabama
$535 +$535 +19 New
2L
287
25 LLC
Missouri
$502 +$502 +19 New
PWMG
288
Prestige Wealth Management Group
New Jersey
$479 -$1.52K -54 -76%
JWA
289
JFS Wealth Advisors
Pennsylvania
$451 -$1.47K -52 -76%
DI
290
Disciplined Investments
Oklahoma
$253 -$281 -10 -53%
GI
291
Gradient Investments
Minnesota
$197 +$197 +7 New
TCM
292
Tradewinds Capital Management
Washington
$169 – – –
TWP
293
TFO Wealth Partners
Ohio
$141 -$1.81K -64 -93%
FFA
294
Farther Finance Advisors
California
$141 +$141 +5 New
AR
295
Advisory Research
Illinois
– -$48.8M -1,401,845 Closed
Adage Capital Partners
296
Adage Capital Partners
Massachusetts
– -$20.9M -600,000 Closed
SCM
297
SIR Capital Management
New York
– -$15.4M -442,031 Closed
Point72 Asset Management
298
Point72 Asset Management
Connecticut
– -$10.7M -307,878 Closed
WC
299
Wexford Capital
Florida
– -$7.9M -226,785 Closed
TAM
300
Telemark Asset Management
Massachusetts
– -$5.23M -150,000 Closed
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