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SM Energy
SM

Overview Fund Activity

308 hedge funds and large institutions have $3.71B invested in SM Energy in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 115 increasing their positions, 108 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+8
Holders Change %
+2.67%
% of All Funds
5.21%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
48
Increased
115
Reduced
108
Closed
35
Calls
$67.2M
Puts
$41.3M
Net Calls
+$25.9M
Net Calls Change
-$48.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$52.2M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$80.8M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$42.7M
4
Invesco
4
Invesco
Georgia
$117M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$54.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$64.8M
2
State Street
2
State Street
Massachusetts
$207M
3
Millennium Management
3
Millennium Management
New York
$19.6M
4
Barclays
4
Barclays
United Kingdom
$4.9M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
301
Hexagon Capital Partners
Arkansas
$1K +$50 +1 +5%
DI
302
Disciplined Investments
Oklahoma
$1K +$400 +8 +67%
BIA
303
Bell Investment Advisors
California
$1K +$1K +40 New
SFG
304
Steward Financial Group
Texas
$1K +$1K +50 New
JIM
305
JB Investments Management
Pennsylvania
– -$88.2M -2,263,678 Closed
Alyeska Investment Group
306
Alyeska Investment Group
Illinois
– -$6.14M -157,600 Closed
ECM
307
ExodusPoint Capital Management
New York
– -$2.91M -74,606 Closed
Tudor Investment Corp
308
Tudor Investment Corp
Connecticut
– -$1.94M -49,712 Closed
VCM
309
Virtue Capital Management
Tennessee
– -$1.45M -37,112 Closed
BF
310
BOK Financial
Oklahoma
– -$1.33M -34,100 Closed
CIBC World Market
311
CIBC World Market
Ontario, Canada
– -$1.23M -31,470 Closed
ADIM
312
Alpha DNA Investment Management
Maryland
– -$1.17M -30,105 Closed
TI
313
Trexquant Investment
Connecticut
– -$1.16M -29,822 Closed
SGI
314
Summit Global Investments
Utah
– -$1.11M -28,492 Closed
PL
315
Polianta Ltd
Jersey
– -$934K -24,000 Closed
DT
316
Diversified Trust
Tennessee
– -$912K -23,411 Closed
AWM
317
AE Wealth Management
Kansas
– -$678K -17,416 Closed
RWA
318
Redmont Wealth Advisors
Illinois
– -$640K -16,440 Closed
Mitsubishi UFJ Trust & Banking
319
Mitsubishi UFJ Trust & Banking
Japan
– -$596K -15,300 Closed
CC
320
Corton Capital
Ontario, Canada
– -$595K -15,279 Closed
PP
321
Paloma Partners
Connecticut
– -$575K -14,750 Closed
QIM
322
Quantitative Investment Management
Virginia
– -$525K -13,479 Closed
ACM
323
Arlington Capital Management
Illinois
– -$500K -12,833 Closed
Commonwealth Equity Services
324
Commonwealth Equity Services
Massachusetts
– -$357K -9,181 Closed
PM
325
Parametrica Management
Hong Kong
– -$345K -8,854 Closed
10 11 12
13
14