SM icon

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 %
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$1.69M +$39.3K +2,400 +2%
WAM
77
Wolverine Asset Management
Illinois
$1.69M -$792K -48,400 -32%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$1.56M +$114K +6,990 +8%
Teacher Retirement System of Texas
79
Teacher Retirement System of Texas
Texas
$1.49M +$814K +49,761 +120%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$1.45M -$166K -10,116 -10%
EI
81
EAM Investors
California
$1.45M +$1.45M +88,519 New
Canada Life
82
Canada Life
Manitoba, Canada
$1.45M -$261K -15,971 -15%
COPPSERS
83
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.35M -$4.04K -247 -0.3%
TPSF
84
Texas Permanent School Fund
Texas
$1.31M -$95.5K -5,835 -7%
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.29M +$1.29M +78,644 New
MC
86
Maverick Capital
Texas
$1.18M +$1.18M +72,076 New
Ensign Peak Advisors
87
Ensign Peak Advisors
Utah
$1.18M +$1.18M +72,100 New
SOADOR
88
State of Alaska Department of Revenue
Alaska
$1.18M -$178K -10,880 -13%
EGM
89
Engineers Gate Manager
New York
$1.17M -$6.84M -417,392 -85%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$1.09M +$264K +16,133 +32%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.05M -$97.6K -5,963 -9%
Truist Financial
92
Truist Financial
North Carolina
$1.04M -$156K -9,549 -13%
State of Tennessee, Department of Treasury
93
State of Tennessee, Department of Treasury
Tennessee
$1.03M -$13.4K -818 -1%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$953K -$126K -7,692 -12%
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$867K -$322K -19,659 -27%
SG Americas Securities
96
SG Americas Securities
New York
$835K -$2.37M -145,111 -74%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$824K -$6.85M -408,953 -89%
US Bancorp
98
US Bancorp
Minnesota
$812K +$6.68K +408 +0.8%
LSERS
99
Louisiana State Employees Retirement System
Louisiana
$794K -$9.82K -600 -1%
BBVA
100
Banco Bilbao Vizcaya Argentaria
Spain
$766K -$286K -17,500 -27%
2 3
4
5 6