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SM Energy
SM

Overview Fund Activity

236 hedge funds and large institutions have $2.74B invested in SM Energy in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+13
Holders Change %
+5.83%
% of All Funds
4.14%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
39
Increased
79
Reduced
82
Closed
25
Calls
$38.9M
Puts
$8.03M
Net Calls
+$30.9M
Net Calls Change
+$8.69M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$58M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$298M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$25.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$91.6M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$20.9M

Top Sellers

1
MRCP
1
Maple Rock Capital Partners
Ontario, Canada
$0
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$13.2M
3
PPA
3
Parametric Portfolio Associates
Washington
$13.6M
4
Charles Schwab
4
Charles Schwab
California
$62.9M
5
BlackRock
5
BlackRock
New York
$514M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$10.4M +$190K +7,219 +2%
Wellington Management Group
52
Wellington Management Group
Massachusetts
$9.63M +$3.91M +148,217 +68%
Citigroup
53
Citigroup
New York
$9.6M -$3.63M -137,523 -27%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
54
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.23M +$6.42M +243,400 +228%
Legal & General Group
55
Legal & General Group
United Kingdom
$9.15M -$1.76M -66,836 -16%
HHAM
56
HITE Hedge Asset Management
Massachusetts
$9.07M +$9.07M +343,815 New
Rafferty Asset Management
57
Rafferty Asset Management
New York
$9.02M -$717K -27,188 -7%
CSS
58
Cubist Systematic Strategies
Connecticut
$8.32M -$469K -17,766 -5%
SCM
59
SIR Capital Management
New York
$7.72M -$5.94M -225,261 -44%
CS
60
Credit Suisse
Switzerland
$7.29M -$1.68M -63,726 -19%
PI
61
Putnam Investments
Massachusetts
$7.14M +$550K +20,840 +8%
Balyasny Asset Management
62
Balyasny Asset Management
Illinois
$6.79M +$6.79M +257,322 New
Fidelity Investments
63
Fidelity Investments
Massachusetts
$6.78M +$914K +34,636 +16%
Canada Pension Plan Investment Board
64
Canada Pension Plan Investment Board
Ontario, Canada
$6.68M +$58K +2,200 +0.9%
MPAM
65
Monarch Partners Asset Management
Massachusetts
$6.57M +$3.34M +126,563 +103%
Swiss National Bank
66
Swiss National Bank
Switzerland
$6.52M +$185K +7,000 +3%
Public Sector Pension Investment Board (PSP Investments)
67
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.46M +$556K +21,080 +9%
HIM
68
Hillsdale Investment Management
Ontario, Canada
$6.28M +$6.28M +238,100 New
EW
69
Evoke Wealth
California
$5.31M – – –
HSA
70
Hussman Strategic Advisors
Maryland
$5.12M – – –
OAMA
71
Oslo Asset Management AS
Norway
$4.65M – – –
AllianceBernstein
72
AllianceBernstein
Tennessee
$4.59M -$132K -4,990 -3%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$4.25M +$52.8K +2,000 +1%
Mariner
74
Mariner
Kansas
$4.21M +$4.21M +159,619 New
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$4.13M -$112K -4,235 -3%
1 2
3
4 5