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SM Energy
SM

Overview Fund Activity

236 hedge funds and large institutions have $2.74B invested in SM Energy in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+13
Holders Change %
+5.83%
% of All Funds
4.14%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
39
Increased
79
Reduced
82
Closed
25
Calls
$38.9M
Puts
$8.03M
Net Calls
+$30.9M
Net Calls Change
+$8.69M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$58M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$298M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$25.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$91.6M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$20.9M

Top Sellers

1
MRCP
1
Maple Rock Capital Partners
Ontario, Canada
$0
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$13.2M
3
PPA
3
Parametric Portfolio Associates
Washington
$13.6M
4
Charles Schwab
4
Charles Schwab
California
$62.9M
5
BlackRock
5
BlackRock
New York
$514M
Name Holding Trade Value Shares
Change 		Shares
Change %
Adage Capital Partners
26
Adage Capital Partners
Massachusetts
$20.6M +$12.2M +462,248 +145%
Voloridge Investment Management
27
Voloridge Investment Management
Florida
$18.5M -$476K -18,052 -3%
BCM
28
Bridgeway Capital Management
Texas
$17M +$960K +36,400 +6%
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$16.4M -$15M -569,511 -48%
GLA
30
Great Lakes Advisors
Illinois
$16.4M +$16.4M +621,977 New
PAM
31
Panagora Asset Management
Massachusetts
$16.1M -$3.11K -118 -0%
Barclays
32
Barclays
United Kingdom
$15.6M -$1.5M -56,857 -9%
UBS Group
33
UBS Group
Switzerland
$15.5M -$10.8M -408,727 -41%
Deutsche Bank
34
Deutsche Bank
Germany
$15.5M +$96.2K +3,648 +0.6%
HCC
35
Hill City Capital
Massachusetts
$15.3M +$4.75M +180,000 +45%
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$15.1M +$15.1M +573,643 New
HCM
37
Hodges Capital Management
Texas
$14.3M +$8.8M +333,482 +159%
Morgan Stanley
38
Morgan Stanley
New York
$14.1M -$6.56M -248,528 -32%
First Trust Advisors
39
First Trust Advisors
Illinois
$13.8M -$1.23M -46,557 -8%
PPA
40
Parametric Portfolio Associates
Washington
$13.6M -$25.4M -961,844 -65%
Loomis, Sayles & Company
41
Loomis, Sayles & Company
Massachusetts
$13.2M -$27.7M -1,051,312 -68%
ACG
42
Aventail Capital Group
New York
$12.9M +$12.9M +489,991 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$12.5M +$833K +31,463 +7%
EP
44
Edgestream Partners
New Jersey
$12.1M -$6.57M -249,091 -35%
Grantham, Mayo, Van Otterloo & Co (GMO)
45
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$12M -$7.31M -277,100 -38%
American Century Companies
46
American Century Companies
Missouri
$11.7M +$1.92M +72,691 +20%
Connor, Clark & Lunn Investment Management (CC&L)
47
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11.6M +$7.37M +279,427 +173%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$11.4M -$831K -31,511 -7%
Citadel Advisors
49
Citadel Advisors
Florida
$11.3M +$5.47M +207,335 +94%
SFI
50
Susquehanna Fundamental Investments
Pennsylvania
$10.9M – – –
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