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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 %
JWA
326
JFS Wealth Advisors
Pennsylvania
$2.37K +$104 +3 +5%
AF
327
Advisornet Financial
Minnesota
$2.02K – – –
QC
328
Quent Capital
New York
$1.82K – – –
BIA
329
Bell Investment Advisors
California
$1.81K +$348 +10 +24%
TWP
330
TFO Wealth Partners
Ohio
$1.15K +$1.15K +69 New
BTI
331
Blue Trust Inc
Georgia
$1K +$387 +12 +63%
SFG
332
Steward Financial Group
Texas
$1K +$1K +35 New
CPG
333
Cornerstone Planning Group
New Jersey
$904 +$904 +27 New
RFG
334
RFP Financial Group
Georgia
$871 +$871 +25 New
SIC
335
SJS Investment Consulting
Ohio
$766 +$70 +2 +10%
AF
336
Allworth Financial
California
$731 -$313 -9 -30%
DI
337
Disciplined Investments
Oklahoma
$662 -$105 -3 -14%
HCP
338
Hexagon Capital Partners
Arkansas
$592 – – –
HNB
339
Huntington National Bank
Ohio
$557 +$557 +16 New
GWS
340
Glassman Wealth Services
Virginia
$383 – – –
TCM
341
Tradewinds Capital Management
Washington
$209 – – –
ACG
342
Aventail Capital Group
New York
– -$68.6M -1,824,241 Closed
ECA
343
Encompass Capital Advisors
New York
– -$26.6M -706,066 Closed
BCM
344
Bridgeway Capital Management
Texas
– -$14.3M -379,900 Closed
WMSA
345
Weiss Multi-Strategy Advisers
New York
– -$10.1M -267,695 Closed
BCM
346
BlueCrest Capital Management
Jersey
– -$7.71M -204,863 Closed
RA
347
RR Advisors
Texas
– -$5.16M -137,000 Closed
BA
348
Bridgewater Associates
Connecticut
– -$3.44M -91,399 Closed
TCM
349
Thomist Capital Management
Texas
– -$3.43M -91,099 Closed
EP
350
Edgestream Partners
New Jersey
– -$1.62M -43,083 Closed
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