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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
FHB
326
First Hawaiian Bank
Hawaii
– -$408K -14,500 Closed
CC
327
Cipher Capital
New York
– -$391K -13,902 Closed
PP
328
Prudential plc
United Kingdom
– -$358K -12,727 Closed
DA
329
Duality Advisers
Florida
– -$284K -10,089 Closed
N
330
Natixis
France
– -$200K -7,100 Closed
CMF
331
Counterpoint Mutual Funds
California
– -$110K -3,911 Closed
BAMF
332
BI Asset Management Fondsmaeglerselskab
Denmark
– -$110K -3,894 Closed
UAML
333
US Asset Management LLC
Pennsylvania
– -$71K -2,531 Closed
BAM
334
Belpointe Asset Management
Nevada
– -$23.4K -833 Closed
STCOSD
335
Sageworth Trust Company of South Dakota
South Dakota
– -$3.83K -136 Closed
ST
336
Sageworth Trust
Pennsylvania
– -$2.84K -101 Closed
SWM
337
Spire Wealth Management
Virginia
– -$1.94K -69 Closed
SC
338
Schubert & Co
Texas
– -$1.66K -59 Closed
PVH
339
Psagot Value Holdings
Israel
– -$2K -58 Closed
IAIM
340
International Assets Investment Management
Florida
– -$1.01K -36 Closed
MIA
341
Milestone Investment Advisors
Wisconsin
– -$704 -25 Closed
Comerica Bank
342
Comerica Bank
Texas
– +$9.96M +352,598 New
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.