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SM Energy
SM

Overview Fund Activity

223 hedge funds and large institutions have $2.53B invested in SM Energy in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 70 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+41
Holders Change %
+22.53%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
59
Increased
70
Reduced
63
Closed
18
Calls
$36.8M
Puts
$14.6M
Net Calls
+$22.2M
Net Calls Change
-$5.83M

Top Buyers

1
BlackRock
1
BlackRock
New York
$500M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$38.2M
3
TAM
3
Telemark Asset Management
Massachusetts
$22.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$64.6M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$53.6M

Top Sellers

1
MRCP
1
Maple Rock Capital Partners
Ontario, Canada
$40.7M
2
Deutsche Bank
2
Deutsche Bank
Germany
$14.3M
3
EECFI
3
EnCap Energy Capital Fund IX
Texas
$0
4
PPA
4
Parametric Portfolio Associates
Washington
$36.3M
5
Wells Fargo
5
Wells Fargo
California
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$19.3M -$11.9M -482,764 -38%
Principal Financial Group
27
Principal Financial Group
Iowa
$19M +$646K +26,224 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
28
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$18M +$2.12M +86,200 +13%
Voloridge Investment Management
29
Voloridge Investment Management
Florida
$17.7M -$2.84M -115,165 -14%
AR
30
Advisory Research
Illinois
$17.5M -$4.01M -162,859 -19%
EP
31
Edgestream Partners
New Jersey
$17.4M -$6.39M -259,262 -27%
Barclays
32
Barclays
United Kingdom
$16M +$1.33M +53,806 +9%
PAM
33
Panagora Asset Management
Massachusetts
$15M -$1.17M -47,682 -7%
BCM
34
Bridgeway Capital Management
Texas
$14.9M +$5.42M +219,900 +57%
Deutsche Bank
35
Deutsche Bank
Germany
$14.3M -$18.9M -765,657 -57%
First Trust Advisors
36
First Trust Advisors
Illinois
$14M +$2.24M +90,831 +19%
Ameriprise
37
Ameriprise
Minnesota
$13M +$138K +5,584 +1%
SCM
38
SIR Capital Management
New York
$12.8M +$12.8M +517,700 New
Citigroup
39
Citigroup
New York
$12.3M +$771K +31,303 +7%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$11.4M -$2.69K -109 -0%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$10.6M +$3.48M +144,777 +49%
Legal & General Group
42
Legal & General Group
United Kingdom
$10.2M -$2.47M -100,233 -20%
SFI
43
Susquehanna Fundamental Investments
Pennsylvania
$10.2M – – –
HCC
44
Hill City Capital
Massachusetts
$9.85M -$3.69M -150,000 -27%
DCM
45
Driehaus Capital Management
Illinois
$9.73M +$9.73M +395,083 New
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$9.53M +$7.18M +291,724 +306%
American Century Companies
47
American Century Companies
Missouri
$9.14M +$3.02M +122,720 +49%
Rafferty Asset Management
48
Rafferty Asset Management
New York
$9.09M +$9.09M +369,021 New
CSS
49
Cubist Systematic Strategies
Connecticut
$8.2M +$4.66M +189,020 +131%
CS
50
Credit Suisse
Switzerland
$8.19M +$818K +33,979 +11%
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