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SM Energy
SM

Overview Fund Activity

300 hedge funds and large institutions have $4.05B invested in SM Energy in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 98 increasing their positions, 105 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+40
Holders Change %
+15.38%
% of All Funds
4.75%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
63
Increased
98
Reduced
105
Closed
21
Calls
$105M
Puts
$30.6M
Net Calls
+$74.8M
Net Calls Change
+$36.8M

Top Buyers

1
FCM
Frontier Capital Management
Massachusetts
$53.9M
2
Invesco
Invesco
Georgia
$86.8M
3
Renaissance Technologies
Renaissance Technologies
New York
$46.1M
4
Marshall Wace
Marshall Wace
United Kingdom
$35.5M
5
Goldman Sachs
Goldman Sachs
New York
$127M

Top Sellers

1
JIM
JB Investments Management
Pennsylvania
$88.2M
2
Millennium Management
Millennium Management
New York
$56.9M
3
First Trust Advisors
First Trust Advisors
Illinois
$28.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$49M
5
Deutsche Bank
Deutsche Bank
Germany
$3.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
26
American Century Companies
Missouri
$32M +$5.64M +144,881 +21%
Principal Financial Group
27
Principal Financial Group
Iowa
$31.6M -$290K -7,439 -0.9%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$28.5M -$13M -334,800 -31%
First Trust Advisors
29
First Trust Advisors
Illinois
$28.3M -$43.2M -1,109,777 -60%
Bank of America
30
Bank of America
North Carolina
$27M +$622K +15,977 +2%
Barclays
31
Barclays
United Kingdom
$26.5M +$3.03M +77,764 +13%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$26.1M +$14.5M +373,536 +126%
GLA
33
Great Lakes Advisors
Illinois
$25.1M -$8.87M -227,642 -26%
Voloridge Investment Management
34
Voloridge Investment Management
Florida
$24.8M -$2.15M -55,124 -8%
ACG
35
Aventail Capital Group
New York
$24.8M -$14.9M -381,973 -38%
BCM
36
Bridgeway Capital Management
Texas
$24.7M +$1.17M +30,000 +5%
TAM
37
Telemark Asset Management
Massachusetts
$23.4M -$7.79M -200,000 -25%
GT
38
Glenmede Trust
Pennsylvania
$21.4M -$27.4K -704 -0.1%
PAM
39
Panagora Asset Management
Massachusetts
$21.3M +$782K +20,085 +4%
HCM
40
Hodges Capital Management
Texas
$21M -$14.1K -362 -0.1%
PPA
41
Parametric Portfolio Associates
Washington
$20.5M -$65.2K -1,675 -0.3%
Morgan Stanley
42
Morgan Stanley
New York
$19.5M -$12.3M -315,996 -39%
William Blair Investment Management
43
William Blair Investment Management
Illinois
$17M +$17M +435,181 New
PI
44
Putnam Investments
Massachusetts
$16.5M +$2.69M +68,993 +19%
Pacer Advisors
45
Pacer Advisors
Pennsylvania
$16.3M +$16.3M +418,044 New
ECA
46
Encompass Capital Advisors
New York
$15.8M +$10.8M +276,916 +214%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$15.8M -$220K -5,639 -1%
HHAM
48
HITE Hedge Asset Management
Massachusetts
$15.4M +$4.48M +114,910 +41%
Legal & General Group
49
Legal & General Group
United Kingdom
$14.3M -$156K -4,001 -1%
TCM
50
Thomist Capital Management
Texas
$13.5M +$13.5M +346,464 New
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