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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 %
RIM
326
Redwood Investment Management
Arizona
– -$458K -13,409 Closed
BFM
327
Boothbay Fund Management
New York
– -$448K -13,110 Closed
VF
328
Virtu Financial
New York
– -$398K -11,632 Closed
AIA
329
Allied Investment Advisors
Montana
– -$377K -11,020 Closed
QC
330
Quadrature Capital
United Kingdom
– -$359K -10,479 Closed
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
– -$353K -10,346 Closed
XT
332
XTX Topco
Cayman Islands
– -$350K -10,245 Closed
SSA
333
Schonfeld Strategic Advisors
New York
– -$317K -9,258 Closed
E
334
Ergoteles
New York
– -$295K -8,627 Closed
TSS
335
Two Sigma Securities
New York
– -$240K -7,025 Closed
WAM
336
Wolverine Asset Management
Illinois
– -$236K -6,913 Closed
DU
337
Delphia (USA)
Ontario, Canada
– -$215K -6,289 Closed
PHK
338
Point72 Hong Kong
Hong Kong
– -$190K -5,551 Closed
AP
339
Advisors Preferred
Maryland
– -$161K -4,714 Closed
SC
340
Shay Capital
New York
– -$158K -4,612 Closed
SOW
341
State of Wyoming
Wyoming
– -$81K -2,368 Closed
First Manhattan
342
First Manhattan
New York
– -$72K -2,129 Closed
UFF
343
USA Financial Formulas
Michigan
– -$65K -1,892 Closed
SWM
344
SeaCrest Wealth Management
New York
– -$34K -1,000 Closed
VCM
345
Versant Capital Management
Arizona
– -$26K -775 Closed
SFG
346
Steward Financial Group
Texas
– -$1K -50 Closed
GWM
347
Geneos Wealth Management
Colorado
– -$1K -35 Closed
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