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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
1
GW&K Investment Management
Massachusetts
$39.1M
2
Millennium Management
2
Millennium Management
New York
$48.5M
3
State Street
3
State Street
Massachusetts
$233M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$50M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$543M

Top Sellers

1
ACG
1
Aventail Capital Group
New York
$0
2
ECA
2
Encompass Capital Advisors
New York
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$31.8M
4
GLA
4
Great Lakes Advisors
Illinois
$830K
5
Goldman Sachs
5
Goldman Sachs
New York
$52.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
351
Aigen Investment Management
New York
– -$1.31M -34,817 Closed
AI
352
Atom Investors
Texas
– -$1.2M -31,905 Closed
TI
353
Trexquant Investment
Connecticut
– -$809K -21,517 Closed
CIC
354
Cornercap Investment Counsel
Georgia
– -$756K -20,094 Closed
MAM
355
Martingale Asset Management
Massachusetts
– -$709K -18,838 Closed
AWM
356
AE Wealth Management
Kansas
– -$694K -18,448 Closed
ADIM
357
Alpha DNA Investment Management
Maryland
– -$671K -17,845 Closed
BCM
358
Bayesian Capital Management
New York
– -$578K -15,364 Closed
GCP
359
GSA Capital Partners
United Kingdom
– -$517K -13,749 Closed
Simplex Trading
360
Simplex Trading
Illinois
– -$498K -13,263 Closed
BBVA
361
Banco Bilbao Vizcaya Argentaria
Spain
– -$333K -8,850 Closed
PWPS
362
Pinnacle Wealth Planning Services
Ohio
– -$300K -7,975 Closed
ACM
363
AlphaCrest Capital Management
New York
– -$285K -7,577 Closed
HIIFS
364
Harel Insurance Investments & Financial Services
Israel
– -$264K -7,000 Closed
Schroder Investment Management Group
365
Schroder Investment Management Group
United Kingdom
– -$257K -6,821 Closed
MSU
366
Mizuho Securities USA
New York
– -$243K -6,449 Closed
William Blair & Company
367
William Blair & Company
Illinois
– -$216K -5,750 Closed
FFM
368
Forum Financial Management
Illinois
– -$208K -5,538 Closed
Parallax Volatility Advisers
369
Parallax Volatility Advisers
California
– -$129K -3,442 Closed
MIM
370
Macroview Investment Management
Maryland
– -$12K -331 Closed
WWM
371
Wagner Wealth Management
South Carolina
– -$4K -109 Closed
SCA
372
Stonebridge Capital Advisors
Minnesota
– -$1K -33 Closed
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