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SM Energy
SM

Overview Fund Activity

223 hedge funds and large institutions have $2.53B invested in SM Energy in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 70 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+41
Holders Change %
+22.53%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
59
Increased
70
Reduced
63
Closed
18
Calls
$36.8M
Puts
$14.6M
Net Calls
+$22.2M
Net Calls Change
-$5.83M

Top Buyers

1
BlackRock
1
BlackRock
New York
$500M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$38.2M
3
TAM
3
Telemark Asset Management
Massachusetts
$22.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$64.6M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$53.6M

Top Sellers

1
MRCP
1
Maple Rock Capital Partners
Ontario, Canada
$40.7M
2
Deutsche Bank
2
Deutsche Bank
Germany
$14.3M
3
EECFI
3
EnCap Energy Capital Fund IX
Texas
$0
4
PPA
4
Parametric Portfolio Associates
Washington
$36.3M
5
Wells Fargo
5
Wells Fargo
California
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital Fund Management (CFM)
101
Capital Fund Management (CFM)
France
$1.76M +$1.38M +55,836 +359%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.6M +$26.2K +1,065 +2%
Assenagon Asset Management
103
Assenagon Asset Management
Luxembourg
$1.57M +$1.57M +63,894 New
Comerica Bank
104
Comerica Bank
Texas
$1.57M -$81.8K -5,344 -5%
Marshall Wace
105
Marshall Wace
United Kingdom
$1.57M +$1.57M +63,614 New
T. Rowe Price Associates
106
T. Rowe Price Associates
Maryland
$1.49M +$186K +7,541 +14%
State of Tennessee, Department of Treasury
107
State of Tennessee, Department of Treasury
Tennessee
$1.44M -$112K -4,551 -7%
Truist Financial
108
Truist Financial
North Carolina
$1.39M -$174K -7,079 -11%
Creative Planning
109
Creative Planning
Kansas
$1.37M -$1.54M -62,700 -53%
AB
110
Amalgamated Bank
New York
$1.33M +$1.33M +54,027 New
PCM
111
Prelude Capital Management
New York
$1.31M +$1.31M +53,018 New
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$1.29M +$205K +8,340 +19%
IIA
113
IPG Investment Advisors
California
$1.23M +$1.23M +50,000 New
PP
114
Paloma Partners
Connecticut
$1.23M +$1.23M +49,900 New
US Bancorp
115
US Bancorp
Minnesota
$1.22M – – –
LSERS
116
Louisiana State Employees Retirement System
Louisiana
$1.22M +$22.2K +900 +2%
ECM
117
ExodusPoint Capital Management
New York
$1.21M +$1.21M +49,011 New
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.15M -$785K -31,872 -41%
SEI Investments
119
SEI Investments
Pennsylvania
$1.14M +$1.14M +46,154 New
EGM
120
Engineers Gate Manager
New York
$1.12M -$635K -25,764 -36%
KPW
121
Kore Private Wealth
New York
$1.11M +$5.3K +215 +0.5%
Allianz Asset Management
122
Allianz Asset Management
Germany
$1.09M +$28.2K +1,145 +3%
QC
123
Quadrature Capital
United Kingdom
$1.08M +$353K +14,337 +49%
MIM
124
MetLife Investment Management
New Jersey
$1.08M – – –
OPERF
125
Oregon Public Employees Retirement Fund
Oregon
$1.07M +$10.7K +436 +1%
3 4
5
6 7