SM icon

SM Energy
SM

Overview Fund Activity

342 hedge funds and large institutions have $3.76B invested in SM Energy in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 132 increasing their positions, 97 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+32
Holders Change %
+10.32%
% of All Funds
5.52%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
68
Increased
132
Reduced
97
Closed
33
Calls
$62.2M
Puts
$26.5M
Net Calls
+$35.7M
Net Calls Change
+$24.8M

Top Buyers

1
GKIM
1
GW&K Investment Management
Massachusetts
$39.1M
2
Millennium Management
2
Millennium Management
New York
$48.5M
3
State Street
3
State Street
Massachusetts
$233M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$50M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$543M

Top Sellers

1
ACG
1
Aventail Capital Group
New York
$0
2
ECA
2
Encompass Capital Advisors
New York
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$31.8M
4
GLA
4
Great Lakes Advisors
Illinois
$830K
5
Goldman Sachs
5
Goldman Sachs
New York
$52.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$28.4M -$1.11M -31,958 -4%
Principal Financial Group
27
Principal Financial Group
Iowa
$27.5M -$235K -6,758 -0.8%
Morgan Stanley
28
Morgan Stanley
New York
$26.9M -$8.62M -247,425 -24%
WCM
29
Wedge Capital Management
North Carolina
$26.5M +$7.28M +208,926 +38%
TCM
30
TimesSquare Capital Management
New York
$25.7M +$409K +11,750 +2%
Macquarie Group
31
Macquarie Group
Australia
$24.5M +$415K +11,902 +2%
PCM
32
Palisade Capital Management
New Jersey
$21.4M +$3.31M +95,100 +18%
HHAM
33
HITE Hedge Asset Management
Massachusetts
$21.1M -$10.5M -301,070 -33%
Adage Capital Partners
34
Adage Capital Partners
Massachusetts
$20.9M -$10.4M -300,000 -33%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$20.9M -$2.79M -80,141 -12%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$19.2M -$4.75M -136,369 -20%
HCM
37
Hodges Capital Management
Texas
$18.9M +$9.28M +266,373 +96%
Bank of America
38
Bank of America
North Carolina
$18.9M +$2.14M +61,567 +13%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$18.5M -$1.23M -35,393 -6%
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$17.8M -$5.75M -165,162 -24%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$17.5M +$5.78M +165,920 +49%
Squarepoint
42
Squarepoint
New York
$15.8M +$9.01M +258,753 +134%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$15.7M -$4.05M -116,200 -20%
SCM
44
SIR Capital Management
New York
$15.4M +$7.05M +202,368 +84%
Legal & General Group
45
Legal & General Group
United Kingdom
$14.8M +$2.07M +59,400 +16%
Balyasny Asset Management
46
Balyasny Asset Management
Illinois
$14.7M +$12.3M +353,878 +514%
GT
47
Glenmede Trust
Pennsylvania
$13.7M -$1.69M -48,656 -11%
RJA
48
Raymond James & Associates
Florida
$13.7M +$1.4M +40,066 +11%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$13.5M +$24.4K +701 +0.2%
Citadel Advisors
50
Citadel Advisors
Florida
$13.2M +$4.62M +132,590 +54%
1
2
3 4 5