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SM Energy
SM

307 hedge funds and large institutions have $3.44B invested in SM Energy in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $36.9M | Put options by funds: $16.9M

36% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 36

18% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 101

13% more capital invested

Capital invested by funds: $3.04B → $3.44B (+$399M)

4% more funds holding

Funds holding: 294 → 307 (+13)

2.05% more ownership

Funds ownership: 88.16% → 90.21% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
49
Increased
119
Reduced
101
Closed
36
Calls
$36.9M
Puts
$16.9M
Net Calls
+$19.9M
Net Calls Change
+$9.01M

Top Buyers

1
BlackRock
BlackRock
New York
+$30.3M
2
ACG
Aventail Capital Group
New York
+$18.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$15.8M
4
PC
PointState Capital
New York
+$15.4M
5
SCM
SIR Capital Management
New York
+$13.9M

Top Sellers

1
PDIP
Palo Duro Investment Partners
Illinois
-$23.3M
2
Invesco
Invesco
Georgia
-$19.9M
3
TCM
TimesSquare Capital Management
New York
-$17.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$16.8M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$16.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$25.5M +$187K +6,629 +0.8%
Citadel Advisors
27
Citadel Advisors
Florida
$23.6M +$15.8M +559,017 +297%
GKIM
28
GW&K Investment Management
Massachusetts
$23.3M +$118K +4,178 +0.6%
Principal Financial Group
29
Principal Financial Group
Iowa
$22.7M -$1.59M -56,140 -7%
Bank of America
30
Bank of America
North Carolina
$21.9M +$3.52M +124,434 +22%
N
31
Nuveen
North Carolina
$21.7M +$2.77M +97,923 +17%
Marshall Wace
32
Marshall Wace
United Kingdom
$21.4M -$5.41M -191,494 -22%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$21.3M +$5.89M +208,534 +45%
HCM
34
Hodges Capital Management
Texas
$21M +$4.33M +153,335 +53%
ACG
35
Aventail Capital Group
New York
$21M +$18.7M +662,521 New
WCM
36
Wedge Capital Management
North Carolina
$19.2M -$7.11M -251,782 -29%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$17.3M +$8.93M +315,973 +137%
PC
38
PointState Capital
New York
$17.2M +$15.4M +545,083 New
Barclays
39
Barclays
United Kingdom
$16.9M +$756K +26,744 +5%
Prudential Financial
40
Prudential Financial
New Jersey
$15.8M -$285K -10,101 -2%
SCM
41
SIR Capital Management
New York
$15.5M +$13.9M +491,300 New
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$15.1M +$1.77M +62,722 +15%
Voloridge Investment Management
43
Voloridge Investment Management
Florida
$13.9M +$3.63M +128,367 +41%
Macquarie Group
44
Macquarie Group
Australia
$13.7M -$143K -5,069 -1%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$13.5M +$563K +19,944 +5%
Legal & General Group
46
Legal & General Group
United Kingdom
$12.9M -$403K -14,256 -3%
OAMA
47
Oslo Asset Management AS
Norway
$12.8M +$848K +30,000 +8%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$12.2M -$3.48M -123,070 -24%
HHAM
49
HITE Hedge Asset Management
Massachusetts
$11.8M +$2.84M +100,494 +37%
TCM
50
Tributary Capital Management
Nebraska
$11.5M +$2.59M +91,739 +34%
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SM Hedge Fund Activity: Q2 2023 in Review

307 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q2 2023, worth a combined $3.44B — up 13% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SM positions and 36 closed out — a net gain of 13 holders — while 119 added to existing stakes and 101 trimmed.

The largest buyer was BlackRock, adding an estimated $30.3M. The largest seller was Palo Duro Investment Partners, exiting entirely with an estimated $23.3M sold.

  • 307 institutional investors held SM Energy (SM) as of Q2 2023, up from 294 in Q1 2023.
  • Funds reported $3.44B of SM Energy stock for Q2 2023, up 13% quarter-over-quarter.
  • 49 funds opened new SM Energy positions in Q2 2023 and 36 closed out, a net change of +13 holders.
  • The largest SM Energy buyer in Q2 2023 was BlackRock, an estimated $30.3M added.
  • The largest SM Energy seller in Q2 2023 was Palo Duro Investment Partners, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2023.