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SM Energy
SM

Overview Fund Activity

308 hedge funds and large institutions have $3.71B invested in SM Energy in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 115 increasing their positions, 108 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+8
Holders Change %
+2.67%
% of All Funds
5.21%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
48
Increased
115
Reduced
108
Closed
35
Calls
$67.2M
Puts
$41.3M
Net Calls
+$25.9M
Net Calls Change
-$48.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$52.2M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$80.8M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$42.7M
4
Invesco
4
Invesco
Georgia
$117M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$54.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$64.8M
2
State Street
2
State Street
Massachusetts
$207M
3
Millennium Management
3
Millennium Management
New York
$19.6M
4
Barclays
4
Barclays
United Kingdom
$4.9M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
76
Panagora Asset Management
Massachusetts
$6.26M -$12.5M -364,752 -67%
EW
77
Evoke Wealth
California
$6.09M -$1.54M -45,000 -20%
RA
78
RR Advisors
Texas
$5.95M – – –
Ensign Peak Advisors
79
Ensign Peak Advisors
Utah
$5.84M +$4.72M +138,090 +421%
AllianceBernstein
80
AllianceBernstein
Tennessee
$5.84M -$204K -5,964 -3%
CCM
81
Cinctive Capital Management
New York
$5.59M +$5.59M +163,371 New
Comerica Bank
82
Comerica Bank
Texas
$5.5M +$767K +21,866 +16%
JPMPWA
83
J.P. Morgan Private Wealth Advisors
California
$5.36M +$5.36M +156,811 New
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$5.33M +$213K +6,225 +4%
HIM
85
Hillsdale Investment Management
Ontario, Canada
$5.09M -$1.75M -51,300 -26%
TCM
86
Thomist Capital Management
Texas
$5.04M -$6.81M -199,104 -57%
BCM
87
BlueCrest Capital Management
Jersey
$5.03M +$5.03M +147,166 New
Barclays
88
Barclays
United Kingdom
$4.9M -$18.3M -536,053 -79%
Citigroup
89
Citigroup
New York
$4.87M -$4.32M -126,360 -47%
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$4.78M -$27.4K -800 -0.6%
PHS
91
Pekin Hardy Strauss
Illinois
$4.61M +$2.27M +66,350 +97%
Wells Fargo
92
Wells Fargo
California
$4.55M +$149K +4,372 +3%
EAM
93
Eagle Asset Management
Florida
$4.53M +$4.53M +132,477 New
UBS AM
94
UBS AM
Illinois
$4.39M +$393K +11,507 +10%
CM
95
CoreCommodity Management
Connecticut
$4.28M +$1.97M +57,636 +85%
Canada Life
96
Canada Life
Manitoba, Canada
$4.28M +$495K +14,498 +13%
AQR Capital Management
97
AQR Capital Management
Connecticut
$4.11M +$88K +2,574 +2%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$3.99M +$1.14M +33,458 +40%
COPPSERS
99
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.8M +$218K +6,369 +6%
Twin Tree Management
100
Twin Tree Management
Texas
$3.77M +$3.77M +110,250 New
2 3
4
5 6