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SM Energy
SM

Overview Fund Activity

294 hedge funds and large institutions have $3.04B invested in SM Energy in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 105 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-48
Holders Change %
-14.04%
% of All Funds
4.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
38
Increased
111
Reduced
105
Closed
81
Calls
$26M
Puts
$15.1M
Net Calls
+$10.9M
Net Calls Change
-$24.8M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$34.5M
2
Millennium Management
Millennium Management
New York
+$24.5M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$16.1M
4
Walleye Capital
Walleye Capital
New York
+$11.8M
5
FCM
Frontier Capital Management
Massachusetts
+$10.8M

Top Sellers

1
AR
Advisory Research
Illinois
-$48.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$44M
3
Invesco
Invesco
Georgia
-$41M
4
Marshall Wace
Marshall Wace
United Kingdom
-$28.6M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRC
326
Pearl River Capital
Michigan
– -$581K -16,687 Closed
XT
327
XTX Topco
Cayman Islands
– -$556K -15,974 Closed
USAA
328
United Services Automobile Association
Texas
– -$465K -13,382 Closed
BC
329
Bridgefront Capital
Texas
– -$456K -13,098 Closed
OQS
330
Occudo Quantitative Strategies
Florida
– -$452K -12,974 Closed
LAM
331
Lingohr Asset Management
Germany
– -$413K -11,900 Closed
IMRF
332
Illinois Municipal Retirement Fund
Illinois
– -$414K -11,886 Closed
Lido Advisors
333
Lido Advisors
California
– -$396K -11,360 Closed
PP
334
PDT Partners
New York
– -$383K -11,002 Closed
BHCM
335
Boulder Hill Capital Management
New York
– -$348K -10,000 Closed
SG Americas Securities
336
SG Americas Securities
New York
– -$347K -9,977 Closed
VF
337
Virtu Financial
New York
– -$316K -9,084 Closed
TSS
338
Two Sigma Securities
New York
– -$308K -8,839 Closed
LPL Financial
339
LPL Financial
California
– -$283K -8,135 Closed
KI
340
Kula Investments
Illinois
– -$281K -8,071 Closed
LFAS
341
Level Four Advisory Services
Texas
– -$278K -7,976 Closed
Neuberger Berman Group
342
Neuberger Berman Group
New York
– -$274K -7,869 Closed
PFO
343
Pathstone Family Office
New Jersey
– -$274K -7,869 Closed
WSFS
344
Wilmington Savings Fund Society
Delaware
– -$268K -7,706 Closed
SCM
345
Shelton Capital Management
Colorado
– -$265K -7,601 Closed
CP
346
CenterBook Partners
Connecticut
– -$261K -7,485 Closed
X
347
Xponance
Pennsylvania
– -$259K -7,441 Closed
AA
348
ALPS Advisors
Colorado
– -$246K -7,075 Closed
IIM
349
Ironwood Investment Management
Massachusetts
– -$243K -6,990 Closed
PAS
350
Park Avenue Securities
New York
– -$229K -6,570 Closed
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