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SM Energy
SM

Overview Fund Activity

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
Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.84%
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
1
BlackRock
New York
$678M
2
ACG
2
Aventail Capital Group
New York
$21M
3
Citadel Advisors
3
Citadel Advisors
Florida
$23.6M
4
PC
4
PointState Capital
New York
$17.2M
5
SCM
5
SIR Capital Management
New York
$15.5M

Top Sellers

1
PDIP
1
Palo Duro Investment Partners
Illinois
$0
2
Invesco
2
Invesco
Georgia
$37.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$472M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$2.81M
5
TCM
5
TimesSquare Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$25.5M +$210K +6,629 +0.8%
Citadel Advisors
27
Citadel Advisors
Florida
$23.6M +$17.7M +559,017 +297%
GKIM
28
GW&K Investment Management
Massachusetts
$23.3M +$132K +4,178 +0.6%
Principal Financial Group
29
Principal Financial Group
Iowa
$22.7M -$1.78M -56,140 -7%
Bank of America
30
Bank of America
North Carolina
$21.9M +$3.94M +124,434 +22%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$21.7M +$3.1M +97,923 +17%
Marshall Wace
32
Marshall Wace
United Kingdom
$21.4M -$6.06M -191,494 -22%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$21.3M +$6.6M +208,534 +45%
HCM
34
Hodges Capital Management
Texas
$21M +$7.24M +153,335 +53%
ACG
35
Aventail Capital Group
New York
$21M +$21M +662,521 New
WCM
36
Wedge Capital Management
North Carolina
$19.2M -$7.96M -251,782 -29%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$17.3M +$9.99M +315,973 +137%
PC
38
PointState Capital
New York
$17.2M +$17.2M +545,083 New
Barclays
39
Barclays
United Kingdom
$16.9M +$846K +26,744 +5%
Prudential Financial
40
Prudential Financial
New Jersey
$15.8M -$319K -10,101 -2%
SCM
41
SIR Capital Management
New York
$15.5M +$15.5M +491,300 New
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$15.1M +$1.98M +62,722 +15%
Voloridge Investment Management
43
Voloridge Investment Management
Florida
$13.9M +$4.06M +128,367 +41%
Macquarie Group
44
Macquarie Group
Australia
$13.7M -$160K -5,069 -1%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$13.5M +$631K +19,944 +5%
Legal & General Group
46
Legal & General Group
United Kingdom
$12.9M -$451K -14,256 -3%
OAMA
47
Oslo Asset Management AS
Norway
$12.8M +$949K +30,000 +8%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$12.2M -$3.89M -123,070 -24%
HHAM
49
HITE Hedge Asset Management
Massachusetts
$11.8M +$3.18M +100,494 +37%
TCM
50
Tributary Capital Management
Nebraska
$11.5M +$2.9M +91,739 +34%
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