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SM Energy
SM

Overview Fund Activity

182 hedge funds and large institutions have $1.62B invested in SM Energy in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 51 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
33
Increased
51
Reduced
71
Closed
27
Calls
$35.6M
Puts
$7.52M
Net Calls
+$28M
Net Calls Change
+$24.7M

Top Buyers

1
JIM
JB Investments Management
Pennsylvania
+$77.8M
2
Charles Schwab
Charles Schwab
California
+$37.8M
3
State Street
State Street
Massachusetts
+$35.4M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$23.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$21.7M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$27.6M
2
MRCP
Maple Rock Capital Partners
Ontario, Canada
-$25.7M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$22.5M
4
Millennium Management
Millennium Management
New York
-$17.9M
5
Wells Fargo
Wells Fargo
California
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
101
Guggenheim Capital
Illinois
$741K +$425K +25,959 +135%
KPW
102
Kore Private Wealth
New York
$737K +$737K +44,997 New
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
$722K -$329K -20,090 -31%
MIM
104
MetLife Investment Management
New Jersey
$717K -$114K -6,944 -14%
OPERF
105
Oregon Public Employees Retirement Fund
Oregon
$703K +$13.1K +800 +2%
Allianz Asset Management
106
Allianz Asset Management
Germany
$702K +$702K +42,892 New
WSFS
107
Wilmington Savings Fund Society
Delaware
$690K – – –
UBS AM
108
UBS AM
Illinois
$689K +$166K +10,137 +32%
B
109
Bailard
California
$658K – – –
VF
110
Virtu Financial
New York
$652K +$652K +39,819 New
TWA
111
TCI Wealth Advisors
Arizona
$640K -$24.9K -1,522 -4%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$620K -$4.76M -291,031 -88%
SCA
113
Sippican Capital Advisors
Massachusetts
$610K -$32.4K -1,980 -5%
ProShare Advisors
114
ProShare Advisors
Maryland
$552K +$102K +6,255 +23%
AWS
115
AJ Wealth Strategies
New York
$538K – – –
WPW
116
Waldron Private Wealth
Pennsylvania
$529K – – –
QC
117
Quadrature Capital
United Kingdom
$482K +$482K +29,474 New
TRSOTSOK
118
Teachers Retirement System of the State of Kentucky
Kentucky
$481K – – –
MLICM
119
Metropolitan Life Insurance Company (MetLife)
New York
$480K -$116K -7,107 -20%
MSL
120
Mackay Shields LLC
New York
$473K +$473K +28,900 New
Walleye Trading
121
Walleye Trading
New York
$430K +$308K +18,846 +253%
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$391K -$209K -12,791 -35%
EVM
123
Eaton Vance Management
Massachusetts
$388K -$313K -19,142 -45%
Wellington Management Group
124
Wellington Management Group
Massachusetts
$379K +$379K +23,151 New
CC
125
Capital Counsel
New York
$377K – – –
3 4
5
6 7