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SM Energy

308 hedge funds and large institutions have $3.71B invested in SM Energy in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 115 increasing their positions, 108 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

6% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 108

8% less capital invested

Capital invested by funds: $4.05B → $3.71B (-$342M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$67.2M
Puts
$41.3M
Net Calls
Net Calls Change

Top Buyers

1 +$51.8M
2 +$49.7M
3 +$42.7M
4
Invesco
Invesco
Georgia
+$40.6M
5
First Trust Advisors
First Trust Advisors
Illinois
+$29.3M

Top Sellers

1 -$46.3M
2 -$32.1M
3 -$30.4M
4
Barclays
Barclays
United Kingdom
-$18.3M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$3.56M
102
$3.47M
103
$3.15M
104
$3.15M
105
$3.08M
106
$3.01M
107
$2.99M
108
$2.97M
109
$2.79M
110
$2.78M
111
$2.58M
112
$2.55M
113
$2.52M
114
$2.36M
115
$2.25M
116
$2.24M
117
$2.17M
118
$2.16M
119
$2.14M
120
$2.09M
121
$2.06M
122
$2.06M
123
$2.05M
124
$2.05M
125
$2.01M