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SM Energy
SM

Overview Fund Activity

182 hedge funds and large institutions have $1.62B invested in SM Energy in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 51 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
33
Increased
51
Reduced
71
Closed
27
Calls
$35.6M
Puts
$7.52M
Net Calls
+$28M
Net Calls Change
+$24.7M

Top Buyers

1
JIM
JB Investments Management
Pennsylvania
+$77.8M
2
Charles Schwab
Charles Schwab
California
+$37.8M
3
State Street
State Street
Massachusetts
+$35.4M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$23.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$21.7M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$27.6M
2
MRCP
Maple Rock Capital Partners
Ontario, Canada
-$25.7M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$22.5M
4
Millennium Management
Millennium Management
New York
-$17.9M
5
Wells Fargo
Wells Fargo
California
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAMA
51
Oslo Asset Management AS
Norway
$3.7M -$2.86M -175,000 -44%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
52
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.62M -$940K -57,400 -21%
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.6M -$262K -16,000 -7%
HSA
54
Hussman Strategic Advisors
Maryland
$3.5M +$3.5M +214,000 New
Arrowstreet Capital
55
Arrowstreet Capital
Massachusetts
$3.41M -$22.5M -1,375,151 -87%
EW
56
Evoke Wealth
California
$3.29M – – –
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$2.82M -$90.1K -5,507 -3%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$2.73M -$58.5K -3,574 -2%
AllianceBernstein
59
AllianceBernstein
Tennessee
$2.71M +$243K +14,860 +10%
PI
60
Putnam Investments
Massachusetts
$2.7M +$2.7M +165,200 New
Boston Partners
61
Boston Partners
Massachusetts
$2.59M +$2.59M +158,370 New
Nomura Holdings
62
Nomura Holdings
Japan
$2.49M +$1.84M +112,278 +282%
IC
63
Inscription Capital
Texas
$2.37M – – –
CSS
64
Cubist Systematic Strategies
Connecticut
$2.36M -$980K -59,871 -29%
AQR Capital Management
65
AQR Capital Management
Connecticut
$2.27M +$1.57M +96,196 +227%
1CM
66
1492 Capital Management
Wisconsin
$2.17M -$56.2K -3,432 -3%
EGI
67
EAM Global Investors
California
$2.04M +$2.04M +124,543 New
Citadel Advisors
68
Citadel Advisors
Florida
$2.03M -$7.2M -439,743 -78%
Prudential Financial
69
Prudential Financial
New Jersey
$2.01M +$25.4K +1,550 +1%
Creative Planning
70
Creative Planning
Kansas
$1.94M -$2.46M -150,041 -56%
WG
71
Winton Group
United Kingdom
$1.88M +$447K +27,309 +31%
Point72 Asset Management
72
Point72 Asset Management
Connecticut
$1.8M -$4.34M -265,000 -71%
Stifel Financial
73
Stifel Financial
Missouri
$1.77M +$1.77M +108,154 New
GAM
74
Gotham Asset Management
New York
$1.76M -$1.78M -108,610 -50%
Comerica Bank
75
Comerica Bank
Texas
$1.73M -$186K -11,675 -10%
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