SM Energy
371 hedge funds and large institutions have $4.21B invested in SM Energy in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 109 increasing their positions, 132 reducing their positions, and 23 closing their positions.
291% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 23
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
53% more call options, than puts
Call options by funds: $44.1M | Put options by funds: $28.9M
22% more capital invested
Capital invested by funds: $3.44B → $4.21B (+$773M)
21% more funds holding
Funds holding: 307 → 371 (+64)
0.76% less ownership
Funds ownership: 90.21% → 89.45% (-0.76%)
17% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 132
Top Buyers
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$65.5M |
| 2 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$44.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$32.8M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$27.9M |
| 5 |
Morgan Stanley
New York
|
+$20.5M |
Top Sellers
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$63.3M |
| 2 |
BlackRock
New York
|
-$44.8M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$29.9M |
| 4 |
D.E. Shaw & Co
New York
|
-$26.1M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$21.9M |
SM Hedge Fund Activity: Q3 2023 in Review
371 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q3 2023, worth a combined $4.21B — up 22% from $3.44B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new SM positions and 23 closed out — a net gain of 67 holders — while 109 added to existing stakes and 132 trimmed.
The largest buyer was Macquarie Group, adding an estimated $65.5M. The largest seller was Pacer Advisors, cutting an estimated $63.3M.
- 371 institutional investors held SM Energy (SM) as of Q3 2023, up from 307 in Q2 2023.
- Funds reported $4.21B of SM Energy stock for Q3 2023, up 22% quarter-over-quarter.
- 90 funds opened new SM Energy positions in Q3 2023 and 23 closed out, a net change of +67 holders.
- The largest SM Energy buyer in Q3 2023 was Macquarie Group, an estimated $65.5M added.
- The largest SM Energy seller in Q3 2023 was Pacer Advisors, an estimated $63.3M sold.
Based on aggregated 13F filings for Q3 2023.