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SM Energy
SM

Overview Fund Activity

223 hedge funds and large institutions have $2.53B invested in SM Energy in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 70 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+41
Holders Change %
+22.53%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
59
Increased
70
Reduced
63
Closed
18
Calls
$36.8M
Puts
$14.6M
Net Calls
+$22.2M
Net Calls Change
-$5.83M

Top Buyers

1
BlackRock
1
BlackRock
New York
$500M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$38.2M
3
TAM
3
Telemark Asset Management
Massachusetts
$22.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$64.6M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$53.6M

Top Sellers

1
MRCP
1
Maple Rock Capital Partners
Ontario, Canada
$40.7M
2
Deutsche Bank
2
Deutsche Bank
Germany
$14.3M
3
EECFI
3
EnCap Energy Capital Fund IX
Texas
$0
4
PPA
4
Parametric Portfolio Associates
Washington
$36.3M
5
Wells Fargo
5
Wells Fargo
California
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Adage Capital Partners
51
Adage Capital Partners
Massachusetts
$7.85M +$7.85M +318,549 New
Canada Pension Plan Investment Board
52
Canada Pension Plan Investment Board
Ontario, Canada
$6.18M -$146K -5,935 -2%
PI
53
Putnam Investments
Massachusetts
$6.16M +$2.09M +84,700 +51%
Swiss National Bank
54
Swiss National Bank
Switzerland
$5.92M +$5.92M +240,300 New
Public Sector Pension Investment Board (PSP Investments)
55
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.51M +$102K +4,160 +2%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$5.47M +$5.47M +222,219 +2,020,173%
Citadel Advisors
57
Citadel Advisors
Florida
$5.44M +$2.39M +96,934 +78%
Wellington Management Group
58
Wellington Management Group
Massachusetts
$5.34M +$4.77M +193,696 +837%
HCM
59
Hodges Capital Management
Texas
$5.18M +$5.18M +210,091 New
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$5.11M -$1.43M -57,998 -22%
EW
61
Evoke Wealth
California
$4.95M – – –
HSA
62
Hussman Strategic Advisors
Maryland
$4.78M -$493K -20,000 -9%
LM
63
Lasry Marc
$4.75M +$4.75M +193,002 New
HSBC Holdings
64
HSBC Holdings
United Kingdom
$4.58M +$3.38M +138,801 +282%
AllianceBernstein
65
AllianceBernstein
Tennessee
$4.41M +$326K +13,245 +8%
OAMA
66
Oslo Asset Management AS
Norway
$4.34M -$1.23M -50,000 -22%
Connor, Clark & Lunn Investment Management (CC&L)
67
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.97M +$3.97M +161,228 New
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$3.96M -$282K -11,458 -7%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$3.92M -$192K -7,800 -5%
Wells Fargo
70
Wells Fargo
California
$3.66M -$13.8M -558,533 -79%
Boston Partners
71
Boston Partners
Massachusetts
$3.5M -$405K -16,432 -10%
Jacobs Levy Equity Management
72
Jacobs Levy Equity Management
New Jersey
$3.46M -$5.78M -234,848 -63%
State of New Jersey Common Pension Fund D
73
State of New Jersey Common Pension Fund D
New Jersey
$3.31M +$3.31M +134,323 New
WG
74
Winton Group
United Kingdom
$3.29M +$455K +18,462 +16%
1CM
75
1492 Capital Management
Wisconsin
$3.26M – – –
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3
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