SM icon

SM Energy
SM

Overview Fund Activity

310 hedge funds and large institutions have $4.13B invested in SM Energy in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 114 increasing their positions, 106 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+2
Holders Change %
+0.65%
% of All Funds
5.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
50
Increased
114
Reduced
106
Closed
44
Calls
$67.1M
Puts
$56.2M
Net Calls
+$10.9M
Net Calls Change
-$15M

Top Buyers

1
ACG
1
Aventail Capital Group
New York
$68.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$83.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92.6M
4
BlackRock
4
BlackRock
New York
$763M
5
FCM
5
Frontier Capital Management
Massachusetts
$82.5M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$28.4M
2
Ameriprise
2
Ameriprise
Minnesota
$31.9M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$25.9M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$33.8M
5
HCM
5
Hodges Capital Management
Texas
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
76
Squarepoint
New York
$7.28M -$3.09M -82,287 -30%
Citigroup
77
Citigroup
New York
$6.79M +$1.44M +38,217 +27%
AQR Capital Management
78
AQR Capital Management
Connecticut
$6.77M +$2.25M +59,702 +50%
Rafferty Asset Management
79
Rafferty Asset Management
New York
$6.49M -$2.74M -72,967 -30%
Comerica Bank
80
Comerica Bank
Texas
$6.45M -$419K -9,554 -6%
AllianceBernstein
81
AllianceBernstein
Tennessee
$6.43M +$8.69K +231 +0.1%
JPMPWA
82
J.P. Morgan Private Wealth Advisors
California
$6.33M +$429K +11,399 +7%
EW
83
Evoke Wealth
California
$6.04M -$657K -17,481 -10%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$5.74M -$117K -3,122 -2%
HIM
85
Hillsdale Investment Management
Ontario, Canada
$5.6M – – –
PHS
86
Pekin Hardy Strauss
Illinois
$5.4M +$330K +8,770 +7%
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$5.31M +$25.7K +680 +0.5%
Canada Life
88
Canada Life
Manitoba, Canada
$5.28M +$573K +15,245 +12%
RA
89
RR Advisors
Texas
$5.16M -$1.39M -37,000 -21%
EAM
90
Eagle Asset Management
Florida
$4.84M -$142K -3,789 -3%
Federated Hermes
91
Federated Hermes
Pennsylvania
$4.76M +$839K +22,304 +21%
YCM
92
Yaupon Capital Management
New York
$4.72M -$2.42M -64,260 -34%
Boston Partners
93
Boston Partners
Massachusetts
$4.42M +$2.16M +57,517 +96%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$4.35M +$3.23M +85,697 +289%
GKIM
95
GW&K Investment Management
Massachusetts
$4.33M +$2.07M +55,013 +92%
COPPSERS
96
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.2M +$22.8K +607 +0.5%
QC
97
Quantedge Capital
Singapore
$4.08M -$3.71M -98,700 -48%
PAM
98
Panagora Asset Management
Massachusetts
$4.02M -$2.87M -76,206 -42%
YCM
99
Yousif Capital Management
Michigan
$3.77M -$47.6K -1,266 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
100
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.76M +$3.76M +100,000 New
2 3
4
5 6