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SM Energy
SM

Overview Fund Activity

294 hedge funds and large institutions have $3.04B invested in SM Energy in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 105 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-48
Holders Change %
-14.04%
% of All Funds
4.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
38
Increased
111
Reduced
105
Closed
81
Calls
$26M
Puts
$15.1M
Net Calls
+$10.9M
Net Calls Change
-$24.8M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$34.5M
2
Millennium Management
Millennium Management
New York
+$24.5M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$16.1M
4
Walleye Capital
Walleye Capital
New York
+$11.8M
5
FCM
Frontier Capital Management
Massachusetts
+$10.8M

Top Sellers

1
AR
Advisory Research
Illinois
-$48.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$44M
3
Invesco
Invesco
Georgia
-$41M
4
Marshall Wace
Marshall Wace
United Kingdom
-$28.6M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
76
UBS Group
Switzerland
$5.47M +$2.34M +83,206 +75%
Citadel Advisors
77
Citadel Advisors
Florida
$5.3M -$5.37M -190,575 -50%
Wells Fargo
78
Wells Fargo
California
$5.06M -$343K -12,179 -6%
CS
79
Credit Suisse
Switzerland
$4.62M +$108K +3,823 +2%
AllianceBernstein
80
AllianceBernstein
Tennessee
$4.49M -$510K -18,123 -10%
HA
81
Homestead Advisers
Virginia
$4.32M +$1.13M +40,200 +36%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$4.31M -$58.5K -2,077 -1%
Holocene Advisors
83
Holocene Advisors
New York
$4.05M +$4.05M +143,797 New
Mariner
84
Mariner
Kansas
$4.04M -$1.7M -60,268 -30%
MOACM
85
Mutual of America Capital Management
New York
$4.04M -$166K -5,886 -4%
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$3.92M -$31.1K -1,105 -0.8%
COPPSERS
87
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.66M -$39.4K -1,400 -1%
EGM
88
Engineers Gate Manager
New York
$3.64M +$2.84M +100,929 +355%
1CM
89
1492 Capital Management
Wisconsin
$3.53M +$533K +18,942 +18%
Canada Life
90
Canada Life
Manitoba, Canada
$3.4M -$372K -13,232 -10%
Tudor Investment Corp
91
Tudor Investment Corp
Connecticut
$3.38M +$1.46M +51,975 +77%
TLA
92
Tanglewood Legacy Advisors
Texas
$3.33M – – –
HSBC Holdings
93
HSBC Holdings
United Kingdom
$3.14M -$1.41M -49,896 -31%
TPSF
94
Texas Permanent School Fund
Texas
$3.13M +$776K +27,570 +33%
AG
95
Algert Global
California
$3.08M +$3.08M +109,392 New
Federated Hermes
96
Federated Hermes
Pennsylvania
$3.07M +$1.72M +61,223 +128%
GCM
97
Greenland Capital Management
New York
$2.9M -$1.07M -38,146 -27%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$2.89M +$1.62M +116,519 +127%
E
99
Ergoteles
New York
$2.83M +$1.83M +64,832 +182%
Victory Capital Management
100
Victory Capital Management
Texas
$2.8M -$690K -24,497 -20%
2 3
4
5 6