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SM Energy
SM

Overview Fund Activity

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
Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.84%
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

1
BlackRock
BlackRock
New York
$678M
2
ACG
Aventail Capital Group
New York
$21M
3
Citadel Advisors
Citadel Advisors
Florida
$23.6M
4
PC
PointState Capital
New York
$17.2M
5
SCM
SIR Capital Management
New York
$15.5M

Top Sellers

1
PDIP
Palo Duro Investment Partners
Illinois
$0
2
Invesco
Invesco
Georgia
$37.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
$472M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$2.81M
5
TCM
TimesSquare Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
301
Disciplined Investments
Oklahoma
$538 +$253 +8 +89%
FFA
302
Farther Finance Advisors
California
$506 +$348 +11 +220%
CPG
303
Cornerstone Planning Group
New Jersey
$506 +$506 +16 New
AWM
304
Abound Wealth Management
Tennessee
$443 +$443 +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
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13
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