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SM Energy
SM

Overview Fund Activity

260 hedge funds and large institutions have $3.05B invested in SM Energy in 2021 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+24
Holders Change %
+10.17%
% of All Funds
4.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
62
Increased
88
Reduced
87
Closed
37
Calls
$49.5M
Puts
$11.4M
Net Calls
+$38M
Net Calls Change
+$7.12M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$407M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$54.1M
3
RRAM
3
River Road Asset Management
Kentucky
$35.4M
4
Millennium Management
4
Millennium Management
New York
$95.6M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$23.8M

Top Sellers

1
State Street
1
State Street
Massachusetts
$182M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$35.8M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$4.61M
4
Goldman Sachs
4
Goldman Sachs
New York
$70.8M
5
SPC
5
Slate Path Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Assenagon Asset Management
26
Assenagon Asset Management
Luxembourg
$23.8M +$21.2M +719,026 +829%
TAM
27
Telemark Asset Management
Massachusetts
$23.6M – – –
Voloridge Investment Management
28
Voloridge Investment Management
Florida
$20.4M -$221K -7,488 -1%
Bank of America
29
Bank of America
North Carolina
$20M -$3.32M -112,496 -14%
American Century Companies
30
American Century Companies
Missouri
$19.9M +$6.85M +232,292 +52%
Deutsche Bank
31
Deutsche Bank
Germany
$18.8M +$1.49M +50,597 +9%
BCM
32
Bridgeway Capital Management
Texas
$17.8M -$1.18M -39,900 -6%
Barclays
33
Barclays
United Kingdom
$17.7M +$286K +9,696 +2%
Citadel Advisors
34
Citadel Advisors
Florida
$17.1M +$4.52M +153,274 +36%
Macquarie Group
35
Macquarie Group
Australia
$16.5M +$16.4M +556,331 +14,644%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$16.2M +$12.5M +424,435 +336%
GT
37
Glenmede Trust
Pennsylvania
$16.2M +$16.2M +550,415 New
HCM
38
Hodges Capital Management
Texas
$15.9M -$118K -4,004 -0.7%
PAM
39
Panagora Asset Management
Massachusetts
$15.6M -$2.44M -82,675 -14%
PPA
40
Parametric Portfolio Associates
Washington
$15.6M +$402K +13,635 +3%
Point72 Asset Management
41
Point72 Asset Management
Connecticut
$14M -$2.93M -99,222 -17%
Allianz Asset Management
42
Allianz Asset Management
Germany
$12.8M -$10.6M -358,262 -45%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$12.1M -$601K -20,377 -5%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$11M -$604K -20,478 -5%
Legal & General Group
45
Legal & General Group
United Kingdom
$10.9M +$719K +24,394 +7%
Adage Capital Partners
46
Adage Capital Partners
Massachusetts
$10.5M -$12.5M -425,000 -54%
PI
47
Putnam Investments
Massachusetts
$10.5M +$2.5M +84,807 +31%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$9.58M +$1.99M +67,580 +26%
Rafferty Asset Management
49
Rafferty Asset Management
New York
$9.56M -$515K -17,473 -5%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$8.72M +$1.15M +38,897 +15%
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