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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 %
ZB
301
Zions Bancorporation
Utah
$11.2K +$11.2K +321 New
CCMW
302
Cypress Capital Management (Wyoming)
Wyoming
$10.8K – – –
C
303
Covestor
United Kingdom
$10K -$74 -2 -0.7%
TWC
304
TD Waterhouse Canada
Ontario, Canada
$9.59K +$9.59K +300 New
PFBT
305
Parkside Financial Bank & Trust
Missouri
$9.47K – – –
PFA
306
Pathway Financial Advisers
Indiana
$9.37K +$9.37K +269 New
AWM
307
Accurate Wealth Management
Florida
$8.9K +$8.9K +285 New
STCOSD
308
Sageworth Trust Company of South Dakota
South Dakota
$8K – – –
NA
309
NewEdge Advisors
Louisiana
$7.13K +$7.13K +5,013 New
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$6K – – –
SPIA
311
Steward Partners Investment Advisory
New York
$5.23K +$5.23K +150 New
GIA
312
GHP Investment Advisors
Colorado
$5.22K – – –
Rockefeller Capital Management
313
Rockefeller Capital Management
New York
$5K -$234 -8 -4%
EWA
314
EverSource Wealth Advisors
Alabama
$4.63K -$1.01K -29 -18%
CAS
315
Coppell Advisory Solutions
Texas
$4.53K +$4.53K +130 New
CASC
316
Coppell Advisory Solutions Corp
Texas
$4.53K +$4.53K +130 New
WAM
317
Worth Asset Management
Texas
$4.42K -$3.48K -100 -44%
LC
318
Lindbrook Capital
California
$4.32K +$627 +18 +17%
ST
319
Sageworth Trust
Pennsylvania
$4K – – –
FRA
320
Front Row Advisors
California
$4K +$4K +124 New
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$3.07K +$244 +7 +9%
UB
322
UMB Bank
Missouri
$3K – – –
SC
323
Schubert & Co
Texas
$2.79K -$313 -9 -10%
PA
324
Parallel Advisors
California
$2.68K +$279 +8 +12%
PWMG
325
Prestige Wealth Management Group
New Jersey
$2.47K +$2.47K +71 New
11 12
13
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