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SM Energy
SM

Overview Fund Activity

342 hedge funds and large institutions have $3.76B invested in SM Energy in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 132 increasing their positions, 97 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+32
Holders Change %
+10.32%
% of All Funds
5.52%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
68
Increased
132
Reduced
97
Closed
33
Calls
$62.2M
Puts
$26.5M
Net Calls
+$35.7M
Net Calls Change
+$24.8M

Top Buyers

1
GKIM
1
GW&K Investment Management
Massachusetts
$39.1M
2
Millennium Management
2
Millennium Management
New York
$48.5M
3
State Street
3
State Street
Massachusetts
$233M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$50M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$543M

Top Sellers

1
ACG
1
Aventail Capital Group
New York
$0
2
ECA
2
Encompass Capital Advisors
New York
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$31.8M
4
GLA
4
Great Lakes Advisors
Illinois
$830K
5
Goldman Sachs
5
Goldman Sachs
New York
$52.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
76
HSBC Holdings
United Kingdom
$5.58M +$1.59M +46,084 +40%
CS
77
Credit Suisse
Switzerland
$5.58M -$3.07M -88,009 -35%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$5.4M +$81K +2,326 +2%
EAM
79
Eagle Asset Management
Florida
$5.28M +$1.16M +36,319 +28%
TAM
80
Telemark Asset Management
Massachusetts
$5.23M -$10.5M -300,000 -67%
MOACM
81
Mutual of America Capital Management
New York
$5.2M +$4.35M +124,804 +512%
YCM
82
Yaupon Capital Management
New York
$5M +$630K +18,084 +14%
HIM
83
Hillsdale Investment Management
Ontario, Canada
$4.91M -$279K -8,000 -5%
GCM
84
Greenland Capital Management
New York
$4.91M +$4.91M +140,961 New
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$4.89M +$522 +15 +0%
Canada Life
86
Canada Life
Manitoba, Canada
$4.67M -$220K -6,307 -4%
Comerica Bank
87
Comerica Bank
Texas
$4.65M -$282K -8,407 -6%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$4.59M +$1.95M +46,549 +74%
COPPSERS
89
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.58M +$687K +19,721 +18%
Victory Capital Management
90
Victory Capital Management
Texas
$4.31M +$2.42M +69,524 +128%
Alyeska Investment Group
91
Alyeska Investment Group
Illinois
$4.24M -$2.71M -77,770 -39%
TLA
92
Tanglewood Legacy Advisors
Texas
$4.12M +$4.12M +118,323 New
Boston Partners
93
Boston Partners
Massachusetts
$4.11M +$17.3K +498 +0.4%
HA
94
Homestead Advisers
Virginia
$3.94M +$3.94M +113,100 New
HF
95
HRT Financial
New York
$3.9M +$3.9M +111,985 New
UBS Group
96
UBS Group
Switzerland
$3.87M +$1.97M +56,505 +103%
Two Sigma Investments
97
Two Sigma Investments
New York
$3.75M -$8.73M -250,600 -70%
1CM
98
1492 Capital Management
Wisconsin
$3.7M +$1.43M +40,981 +63%
UBS AM
99
UBS AM
Illinois
$3.47M +$68.1K +1,956 +2%
CM
100
CoreCommodity Management
Connecticut
$3.43M +$466K +13,378 +16%
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4
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