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SM Energy
SM

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

118% more call options, than puts

Call options by funds: $36.9M | Put options by funds: $16.9M

36% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 36

18% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 101

13% more capital invested

Capital invested by funds: $3.04B → $3.44B (+$399M)

4% more funds holding

Funds holding: 294 → 307 (+13)

2.05% more ownership

Funds ownership: 88.16% → 90.21% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.82%
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
BlackRock
New York
+$30.3M
2
ACG
Aventail Capital Group
New York
+$18.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$15.8M
4
PC
PointState Capital
New York
+$15.4M
5
SCM
SIR Capital Management
New York
+$13.9M

Top Sellers

1
PDIP
Palo Duro Investment Partners
Illinois
-$23.3M
2
Invesco
Invesco
Georgia
-$19.9M
3
TCM
TimesSquare Capital Management
New York
-$17.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$16.8M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$16.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
76
HSBC Holdings
United Kingdom
$6.12M +$2.3M +81,400 +73%
CM
77
CoreCommodity Management
Connecticut
$5.91M -$249K -8,822 -5%
Holocene Advisors
78
Holocene Advisors
New York
$5.89M +$1.19M +42,288 +29%
PI
79
Putnam Investments
Massachusetts
$5.85M +$3.7M +130,889 +242%
Wells Fargo
80
Wells Fargo
California
$5.3M -$343K -12,142 -7%
AllianceBernstein
81
AllianceBernstein
Tennessee
$4.91M -$116K -4,100 -3%
HA
82
Homestead Advisers
Virginia
$4.85M – – –
Mariner
83
Mariner
Kansas
$4.76M +$191K +6,777 +5%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$4.62M -$196K -6,933 -5%
Man Group
85
Man Group
United Kingdom
$4.51M +$4.03M +142,607 New
CS
86
Credit Suisse
Switzerland
$4.47M -$641K -22,705 -14%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$4.39M +$2.91M +103,027 +288%
1CM
88
1492 Capital Management
Wisconsin
$4.38M -$3.54M -125,222 Closed
Nisa Investment Advisors
89
Nisa Investment Advisors
Missouri
$4.36M -$39.4K -1,395 -1%
COPPSERS
90
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.31M +$175K +6,211 +5%
Federated Hermes
91
Federated Hermes
Pennsylvania
$4.05M +$536K +18,984 +17%
WMSA
92
Weiss Multi-Strategy Advisers
New York
$3.97M +$3.54M +125,400 New
First Eagle Investment Management
93
First Eagle Investment Management
New York
$3.86M +$876K +31,000 +34%
TCM
94
Thomist Capital Management
Texas
$3.74M +$3.38M +119,552 New
TLA
95
Tanglewood Legacy Advisors
Texas
$3.74M – – –
CEI
96
Clark Estates Inc
New York
$3.73M +$3.33M +118,000 New
Capital Fund Management (CFM)
97
Capital Fund Management (CFM)
France
$3.57M +$3.19M +112,951 New
Canada Life
98
Canada Life
Manitoba, Canada
$3.45M -$335K -11,846 -10%
TPSF
99
Texas Permanent School Fund
Texas
$3.36M -$144K -5,102 -5%
Victory Capital Management
100
Victory Capital Management
Texas
$3.16M +$16.2K +572 +0.6%
2 3
4
5 6

SM Hedge Fund Activity: Q2 2023 in Review

307 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q2 2023, worth a combined $3.44B — up 13% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SM positions and 36 closed out — a net gain of 13 holders — while 119 added to existing stakes and 101 trimmed.

The largest buyer was BlackRock, adding an estimated $30.3M. The largest seller was Palo Duro Investment Partners, exiting entirely with an estimated $23.3M sold.

  • 307 institutional investors held SM Energy (SM) as of Q2 2023, up from 294 in Q1 2023.
  • Funds reported $3.44B of SM Energy stock for Q2 2023, up 13% quarter-over-quarter.
  • 49 funds opened new SM Energy positions in Q2 2023 and 36 closed out, a net change of +13 holders.
  • The largest SM Energy buyer in Q2 2023 was BlackRock, an estimated $30.3M added.
  • The largest SM Energy seller in Q2 2023 was Palo Duro Investment Partners, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2023.