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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 %
MPAM
76
Monarch Partners Asset Management
Massachusetts
$3.02M -$4.05M -164,540 -57%
UBS AM
77
UBS AM
Illinois
$3.01M +$1.98M +80,205 +191%
Prudential Financial
78
Prudential Financial
New Jersey
$2.93M -$87.5K -3,551 -3%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$2.85M +$1.91M +77,679 +205%
Teacher Retirement System of Texas
80
Teacher Retirement System of Texas
Texas
$2.83M +$587K +23,826 +26%
AQR Capital Management
81
AQR Capital Management
Connecticut
$2.83M -$588K -23,857 -17%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$2.72M +$1.29M +52,390 +90%
Stifel Financial
83
Stifel Financial
Missouri
$2.65M -$15.8K -643 -0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
84
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.63M -$2.83M -114,700 -52%
GAM
85
Gotham Asset Management
New York
$2.6M -$48.6K -1,974 -2%
New York State Common Retirement Fund
86
New York State Common Retirement Fund
New York
$2.56M +$21.7K +882 +0.9%
Ensign Peak Advisors
87
Ensign Peak Advisors
Utah
$2.38M +$608K +24,700 +34%
Canada Life
88
Canada Life
Manitoba, Canada
$2.38M +$203K +8,233 +9%
Arrowstreet Capital
89
Arrowstreet Capital
Massachusetts
$2.12M -$3.01M -122,177 -59%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$2.1M -$85.9K -3,487 -4%
COPPSERS
91
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.07M +$43.8K +1,777 +2%
EI
92
EAM Investors
California
$2.07M -$112K -4,542 -5%
WMSA
93
Weiss Multi-Strategy Advisers
New York
$2.02M +$2.02M +82,000 New
PI
94
PEAK6 Investments
Illinois
$2.02M +$2.02M +81,800 New
TPSF
95
Texas Permanent School Fund
Texas
$2.01M +$47.3K +1,919 +2%
GC
96
Guggenheim Capital
Illinois
$1.93M +$812K +32,959 +73%
SOADOR
97
State of Alaska Department of Revenue
Alaska
$1.87M +$92.4K +3,751 +5%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$1.85M +$219K +8,907 +13%
Tudor Investment Corp
99
Tudor Investment Corp
Connecticut
$1.85M +$1.85M +75,121 New
WAM
100
Wolverine Asset Management
Illinois
$1.83M -$711K -28,888 -28%
2 3
4
5 6