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SM Energy
SM

Overview Fund Activity

308 hedge funds and large institutions have $3.71B invested in SM Energy in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 115 increasing their positions, 108 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+8
Holders Change %
+2.67%
% of All Funds
5.21%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
48
Increased
115
Reduced
108
Closed
35
Calls
$67.2M
Puts
$41.3M
Net Calls
+$25.9M
Net Calls Change
-$48.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$52.2M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$80.8M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$42.7M
4
Invesco
4
Invesco
Georgia
$117M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$54.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$64.8M
2
State Street
2
State Street
Massachusetts
$207M
3
Millennium Management
3
Millennium Management
New York
$19.6M
4
Barclays
4
Barclays
United Kingdom
$4.9M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Assenagon Asset Management
26
Assenagon Asset Management
Luxembourg
$35.4M +$3.55M +103,816 +11%
ACG
27
Aventail Capital Group
New York
$34.2M +$12.5M +365,713 +58%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$33.1M +$4.19M +122,541 +14%
HHAM
29
HITE Hedge Asset Management
Massachusetts
$30.1M +$16.5M +483,205 +122%
Principal Financial Group
30
Principal Financial Group
Iowa
$29.4M +$1.67M +48,763 +6%
Macquarie Group
31
Macquarie Group
Australia
$24.7M +$488K +14,269 +2%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$24.5M -$7.48M -218,737 -23%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$21.6M -$1.27M -37,129 -6%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$21M -$4.02M -117,700 -16%
TCM
35
TimesSquare Capital Management
New York
$20.3M +$20.3M +594,720 New
Millennium Management
36
Millennium Management
New York
$19.6M -$30.4M -889,513 -61%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$19.4M -$16.8M -491,385 -46%
HCM
38
Hodges Capital Management
Texas
$18.7M +$232K +6,783 +1%
WCM
39
Wedge Capital Management
North Carolina
$18.5M +$18.5M +539,868 New
GLA
40
Great Lakes Advisors
Illinois
$17.7M -$4.34M -126,923 -20%
Bank of America
41
Bank of America
North Carolina
$17.7M -$6M -175,531 -25%
BCM
42
Bridgeway Capital Management
Texas
$17.5M -$4.11M -120,100 -19%
GT
43
Glenmede Trust
Pennsylvania
$16.9M -$1.85M -54,082 -10%
TAM
44
Telemark Asset Management
Massachusetts
$15.4M -$5.13M -150,000 -25%
Deutsche Bank
45
Deutsche Bank
Germany
$14.2M +$11M +323,032 +347%
Citadel Advisors
46
Citadel Advisors
Florida
$14.2M +$8.82M +258,037 +165%
ECA
47
Encompass Capital Advisors
New York
$13.8M -$64.8K -1,895 -0.5%
Two Sigma Investments
48
Two Sigma Investments
New York
$13.1M +$7.13M +208,500 +119%
Man Group
49
Man Group
United Kingdom
$13.1M -$10.9M -278,738 Closed
Legal & General Group
50
Legal & General Group
United Kingdom
$12.7M +$161K +4,696 +1%
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