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SM Energy
SM

Overview Fund Activity

182 hedge funds and large institutions have $1.62B invested in SM Energy in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 51 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
33
Increased
51
Reduced
71
Closed
27
Calls
$35.6M
Puts
$7.52M
Net Calls
+$28M
Net Calls Change
+$24.7M

Top Buyers

1
JIM
JB Investments Management
Pennsylvania
+$77.8M
2
Charles Schwab
Charles Schwab
California
+$37.8M
3
State Street
State Street
Massachusetts
+$35.4M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$23.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$21.7M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$27.6M
2
MRCP
Maple Rock Capital Partners
Ontario, Canada
-$25.7M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$22.5M
4
Millennium Management
Millennium Management
New York
-$17.9M
5
Wells Fargo
Wells Fargo
California
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Voloridge Investment Management
26
Voloridge Investment Management
Florida
$13.6M +$4.6M +280,807 +51%
Principal Financial Group
27
Principal Financial Group
Iowa
$12.2M +$198K +12,082 +2%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$11.7M -$333K -20,319 -3%
Wells Fargo
29
Wells Fargo
California
$11.6M -$10.1M -618,373 -47%
PAM
30
Panagora Asset Management
Massachusetts
$10.8M +$248K +15,133 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
31
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.6M +$9.44M +576,692 +841%
Millennium Management
32
Millennium Management
New York
$9.84M -$17.9M -1,091,965 -64%
Barclays
33
Barclays
United Kingdom
$9.74M +$7.05M +430,446 +262%
HCC
34
Hill City Capital
Massachusetts
$9M – – –
Ameriprise
35
Ameriprise
Minnesota
$8.57M +$863K +52,695 +11%
Legal & General Group
36
Legal & General Group
United Kingdom
$8.41M -$562K -34,328 -6%
First Trust Advisors
37
First Trust Advisors
Illinois
$7.81M +$7.51M +458,579 +2,494%
Citigroup
38
Citigroup
New York
$7.69M +$7.11M +434,156 +1,212%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$7.57M -$1.12M -68,358 -13%
SFI
40
Susquehanna Fundamental Investments
Pennsylvania
$6.75M – – –
BCM
41
Bridgeway Capital Management
Texas
$6.33M +$6.33M +386,600 New
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$6.14M +$76.9K +4,695 +1%
UBS Group
43
UBS Group
Switzerland
$5.61M -$2.51M -153,400 -31%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$5.08M +$4.2M +244,514 +481%
CS
45
Credit Suisse
Switzerland
$5.01M +$1.85M +113,193 +59%
MPAM
46
Monarch Partners Asset Management
Massachusetts
$4.7M +$4.7M +287,140 New
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$4.35M -$5.96M -363,998 -58%
Canada Pension Plan Investment Board
48
Canada Pension Plan Investment Board
Ontario, Canada
$4.21M +$2.04M +124,803 +94%
American Century Companies
49
American Century Companies
Missouri
$4.06M +$1.28M +77,996 +46%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$3.8M -$568K -34,669 -13%
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