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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 %
DI
301
Disciplined Investments
Oklahoma
$1K +$91 +2 +10%
BTI
302
Blue Trust Inc
Georgia
$1K +$1K +19 New
AF
303
Allworth Financial
California
$1K +$900 +27 +900%
SCA
304
Stonebridge Capital Advisors
Minnesota
$1K +$1K +33 New
PCM
305
Prelude Capital Management
New York
– -$1.94M -2,001,257 Closed
Voloridge Investment Management
306
Voloridge Investment Management
Florida
– -$9.85M -287,963 Closed
CGM
307
Capital Growth Management
Massachusetts
– -$7.86M -230,000 Closed
Mackenzie Financial
308
Mackenzie Financial
Ontario, Canada
– -$6.5M -190,156 Closed
CCM
309
Cinctive Capital Management
New York
– -$5.59M -163,371 Closed
CAM
310
Congress Asset Management
Massachusetts
– -$3.08M -90,195 Closed
GCM
311
Graham Capital Management
Connecticut
– -$2.78M -81,245 Closed
PI
312
PEAK6 Investments
Illinois
– -$2.14M -65,753 Closed
Stifel Financial
313
Stifel Financial
Missouri
– -$2.09M -61,160 Closed
HIS
314
Harvest Investment Services
Illinois
– -$1.99M -58,170 Closed
MSRPS
315
Maryland State Retirement & Pension System
Maryland
– -$1.69M -49,382 Closed
Point72 Asset Management
316
Point72 Asset Management
Connecticut
– -$1.6M -46,900 Closed
HF
317
HRT Financial
New York
– -$1.37M -39,997 Closed
JCIA
318
Jackson Creek Investment Advisors
Colorado
– -$1.22M -29,498 Closed
AG
319
Algert Global
California
– -$916K -26,795 Closed
Qube Research & Technologies (QRT)
320
Qube Research & Technologies (QRT)
United Kingdom
– -$748K -21,883 Closed
HMS
321
Hanseatic Management Services
New Mexico
– -$690K -20,186 Closed
CC
322
Centiva Capital
New York
– -$661K -19,341 Closed
JF
323
Jump Financial
Illinois
– -$580K -16,975 Closed
PCM
324
Penserra Capital Management
California
– -$534K -15,628 Closed
BAM
325
Blueshift Asset Management
New Jersey
– -$528K -15,457 Closed
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