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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 %
CD
351
Chapin Davis
Maryland
– -$221K -6,345 Closed
AAM
352
Auxier Asset Management
Oregon
– -$219K -6,290 Closed
PMEF
353
Point72 Middle East FZE
United Arab Emirates
– -$217K -6,228 Closed
TCM
354
Teza Capital Management
Illinois
– -$215K -6,162 Closed
MM
355
MQS Management
New York
– -$208K -5,965 Closed
PCM
356
Prelude Capital Management
New York
– -$202K -5,790 Closed
SOW
357
State of Wyoming
Wyoming
– -$201K -5,761 Closed
CG
358
Cutler Group
California
– -$198K -5,705 Closed
RCM
359
Radnor Capital Management
Pennsylvania
– -$204K -5,580 Closed
SWA
360
Sutton Wealth Advisors
Florida
– -$62.3K -1,790 Closed
HFM
361
Harvest Fund Management
China
– -$56K -1,606 Closed
CS
362
Comerica Securities
Michigan
– -$25.4K -730 Closed
ASN
363
Advisory Services Network
Georgia
– -$22.6K -650 Closed
OWA
364
One Wealth Advisors
California
– -$15.3K -439 Closed
ZB
365
Zions Bancorporation
Utah
– -$11.2K -321 Closed
TWC
366
TD Waterhouse Canada
Ontario, Canada
– -$9.59K -300 Closed
AWM
367
Accurate Wealth Management
Florida
– -$8.9K -285 Closed
PFA
368
Pathway Financial Advisers
Indiana
– -$9.37K -269 Closed
Rockefeller Capital Management
369
Rockefeller Capital Management
New York
– -$5K -171 Closed
GIA
370
GHP Investment Advisors
Colorado
– -$5.22K -150 Closed
CASC
371
Coppell Advisory Solutions Corp
Texas
– -$4.53K -130 Closed
CAS
372
Coppell Advisory Solutions
Texas
– -$4.53K -130 Closed
SIC
373
SJS Investment Consulting
Ohio
– -$766 -22 Closed
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