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SM Energy
SM

307 hedge funds and large institutions have $3.44B invested in SM Energy in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $36.9M | Put options by funds: $16.9M

36% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 36

18% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 101

13% more capital invested

Capital invested by funds: $3.04B → $3.44B (+$399M)

4% more funds holding

Funds holding: 294 → 307 (+13)

2.05% more ownership

Funds ownership: 88.16% → 90.21% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
49
Increased
119
Reduced
101
Closed
36
Calls
$36.9M
Puts
$16.9M
Net Calls
+$19.9M
Net Calls Change
+$9.01M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$30.3M
2
ACG
Aventail Capital Group
New York
+$18.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$15.8M
4
PC
PointState Capital
New York
+$15.4M
5
SCM
SIR Capital Management
New York
+$13.9M

Top Sellers

Rank Fund Capital Flow
1
PDIP
Palo Duro Investment Partners
Illinois
-$23.3M
2
Invesco
Invesco
Georgia
-$19.9M
3
TCM
TimesSquare Capital Management
New York
-$17.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$16.8M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$16.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
301
Disciplined Investments
Oklahoma
$538 +$226 +8 +89%
FFA
302
Farther Finance Advisors
California
$506 +$311 +11 +220%
CPG
303
Cornerstone Planning Group
New Jersey
$506 +$452 +16 New
AWM
304
Abound Wealth Management
Tennessee
$443 +$396 +14 New
GI
305
Gradient Investments
Minnesota
$221 – – –
TCM
306
Tradewinds Capital Management
Washington
$190 – – –
TWP
307
TFO Wealth Partners
Ohio
$158 – – –
PDIP
308
Palo Duro Investment Partners
Illinois
– -$23.3M -828,903 Closed
TCM
309
TimesSquare Capital Management
New York
– -$17.6M -624,440 Closed
Squarepoint
310
Squarepoint
New York
– -$12M -426,611 Closed
HCC
311
Hill City Capital
Massachusetts
– -$7.6M -270,000 Closed
LP
312
LMR Partners
United Kingdom
– -$6.39M -226,817 Closed
GCM
313
Greenland Capital Management
New York
– -$2.9M -102,815 Closed
E
314
Ergoteles
New York
– -$2.83M -100,475 Closed
Canada Pension Plan Investment Board
315
Canada Pension Plan Investment Board
Ontario, Canada
– -$2.03M -72,200 Closed
YCM
316
Yaupon Capital Management
New York
– -$2M -70,949 Closed
Los Angeles Capital Management
317
Los Angeles Capital Management
California
– -$1.47M -52,367 Closed
Schroder Investment Management Group
318
Schroder Investment Management Group
United Kingdom
– -$1.13M -40,233 Closed
ECM
319
ExodusPoint Capital Management
New York
– -$1.13M -40,201 Closed
YIH
320
Y-Intercept (HK)
Hong Kong
– -$1.12M -39,706 Closed
AIA
321
Affinity Investment Advisors
California
– -$772K -27,414 Closed
DTL
322
Dynamic Technology Lab
Singapore
– -$753K -26,735 Closed
DekaBank Deutsche Girozentrale
323
DekaBank Deutsche Girozentrale
Germany
– -$599K -21,700 Closed
SGI
324
Summit Global Investments
Utah
– -$448K -15,900 Closed
VanEck Associates
325
VanEck Associates
New York
– -$434K -15,404 Closed
10 11 12
13
14

SM Hedge Fund Activity: Q2 2023 in Review

307 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q2 2023, worth a combined $3.44B — up 13% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SM positions and 36 closed out — a net gain of 13 holders — while 119 added to existing stakes and 101 trimmed.

The largest buyer was BlackRock, adding an estimated $30.3M. The largest seller was Palo Duro Investment Partners, exiting entirely with an estimated $23.3M sold.

  • 307 institutional investors held SM Energy (SM) as of Q2 2023, up from 294 in Q1 2023.
  • Funds reported $3.44B of SM Energy stock for Q2 2023, up 13% quarter-over-quarter.
  • 49 funds opened new SM Energy positions in Q2 2023 and 36 closed out, a net change of +13 holders.
  • The largest SM Energy buyer in Q2 2023 was BlackRock, an estimated $30.3M added.
  • The largest SM Energy seller in Q2 2023 was Palo Duro Investment Partners, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2023.