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SM Energy
SM

Overview Fund Activity

307 hedge funds and large institutions have $3.44B invested in SM Energy in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
49
Increased
119
Reduced
101
Closed
36
Calls
$36.9M
Puts
$16.9M
Net Calls
+$19.9M
Net Calls Change
+$9.01M

Top Buyers

1
BlackRock
1
BlackRock
New York
$678M
2
ACG
2
Aventail Capital Group
New York
$21M
3
Citadel Advisors
3
Citadel Advisors
Florida
$23.6M
4
PC
4
PointState Capital
New York
$17.2M
5
SCM
5
SIR Capital Management
New York
$15.5M

Top Sellers

1
PDIP
1
Palo Duro Investment Partners
Illinois
$0
2
Invesco
2
Invesco
Georgia
$37.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$472M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$2.81M
5
TCM
5
TimesSquare Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
76
HSBC Holdings
United Kingdom
$6.12M +$2.58M +81,400 +73%
CM
77
CoreCommodity Management
Connecticut
$5.91M -$279K -8,822 -5%
Holocene Advisors
78
Holocene Advisors
New York
$5.89M +$1.34M +42,288 +29%
PI
79
Putnam Investments
Massachusetts
$5.85M +$4.14M +130,889 +242%
Wells Fargo
80
Wells Fargo
California
$5.3M -$384K -12,142 -7%
AllianceBernstein
81
AllianceBernstein
Tennessee
$4.91M -$130K -4,100 -3%
HA
82
Homestead Advisers
Virginia
$4.85M – – –
Mariner
83
Mariner
Kansas
$4.76M +$214K +6,777 +5%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$4.62M -$219K -6,933 -5%
Man Group
85
Man Group
United Kingdom
$4.51M +$4.51M +142,607 New
CS
86
Credit Suisse
Switzerland
$4.47M -$718K -22,705 -14%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$4.39M +$3.26M +103,027 +288%
1CM
88
1492 Capital Management
Wisconsin
$4.38M -$3.53M -125,222 Closed
Nisa Investment Advisors
89
Nisa Investment Advisors
Missouri
$4.36M -$44.1K -1,395 -1%
COPPSERS
90
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.31M +$196K +6,211 +5%
Federated Hermes
91
Federated Hermes
Pennsylvania
$4.05M +$600K +18,984 +17%
WMSA
92
Weiss Multi-Strategy Advisers
New York
$3.97M +$3.97M +125,400 New
First Eagle Investment Management
93
First Eagle Investment Management
New York
$3.86M +$981K +31,000 +34%
TCM
94
Thomist Capital Management
Texas
$3.74M +$3.74M +119,552 New
TLA
95
Tanglewood Legacy Advisors
Texas
$3.74M – – –
CEI
96
Clark Estates Inc
New York
$3.73M +$3.73M +118,000 New
Capital Fund Management (CFM)
97
Capital Fund Management (CFM)
France
$3.57M +$3.57M +112,951 New
Canada Life
98
Canada Life
Manitoba, Canada
$3.45M -$375K -11,846 -10%
TPSF
99
Texas Permanent School Fund
Texas
$3.36M -$161K -5,102 -5%
Victory Capital Management
100
Victory Capital Management
Texas
$3.16M +$18.1K +572 +0.6%
2 3
4
5 6