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SM Energy
SM

Overview Fund Activity

310 hedge funds and large institutions have $4.13B invested in SM Energy in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 114 increasing their positions, 106 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+2
Holders Change %
+0.65%
% of All Funds
5.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
50
Increased
114
Reduced
106
Closed
44
Calls
$67.1M
Puts
$56.2M
Net Calls
+$10.9M
Net Calls Change
-$15M

Top Buyers

1
ACG
1
Aventail Capital Group
New York
$68.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$83.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92.6M
4
BlackRock
4
BlackRock
New York
$763M
5
FCM
5
Frontier Capital Management
Massachusetts
$82.5M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$28.4M
2
Ameriprise
2
Ameriprise
Minnesota
$31.9M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$25.9M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$33.8M
5
HCM
5
Hodges Capital Management
Texas
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$31.9M -$23.8M -633,323 -43%
Principal Financial Group
27
Principal Financial Group
Iowa
$29.9M -$2.45M -65,043 -8%
Assenagon Asset Management
28
Assenagon Asset Management
Luxembourg
$29.2M -$9.83M -261,482 -25%
Deutsche Bank
29
Deutsche Bank
Germany
$28.9M +$13.3M +353,377 +85%
American Century Companies
30
American Century Companies
Missouri
$28.4M -$30.7M -816,338 -52%
TCM
31
TimesSquare Capital Management
New York
$27.3M +$4.93M +130,960 +22%
ECA
32
Encompass Capital Advisors
New York
$26.6M +$11.3M +301,657 +75%
Macquarie Group
33
Macquarie Group
Australia
$26.1M -$1.23M -32,654 -5%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$25.9M -$14.3M -379,104 -36%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$25.6M +$4.18M +111,203 +20%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$25.4M -$1.53M -40,764 -6%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$21.3M -$1.73M -46,100 -8%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$21.3M -$2.49M -66,257 -10%
WCM
39
Wedge Capital Management
North Carolina
$20.7M +$406K +10,801 +2%
PCM
40
Palisade Capital Management
New Jersey
$19.6M +$19.6M +520,062 New
GLA
41
Great Lakes Advisors
Illinois
$18.9M -$557K -14,808 -3%
Millennium Management
42
Millennium Management
New York
$18.6M -$2.94M -78,093 -14%
Bank of America
43
Bank of America
North Carolina
$18.1M -$1.39M -37,078 -7%
Pacer Advisors
44
Pacer Advisors
Pennsylvania
$17.7M +$4.17M +110,765 +31%
TAM
45
Telemark Asset Management
Massachusetts
$16.9M – – –
GT
46
Glenmede Trust
Pennsylvania
$16.6M -$1.99M -53,009 -11%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$14.5M +$841K +22,349 +6%
BCM
48
Bridgeway Capital Management
Texas
$14.3M -$5M -133,000 -26%
Legal & General Group
49
Legal & General Group
United Kingdom
$13.8M -$196K -5,214 -1%
Two Sigma Investments
50
Two Sigma Investments
New York
$13.5M -$963K -25,600 -7%
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