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SM Energy
SM

Overview Fund Activity

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
Holders
308
Holders Change
+8
Holders Change %
+2.67%
% of All Funds
5.21%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
48
Increased
115
Reduced
108
Closed
35
Calls
$67.2M
Puts
$41.3M
Net Calls
+$25.9M
Net Calls Change
-$48.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$52.2M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$80.8M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$42.7M
4
Invesco
4
Invesco
Georgia
$117M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$54.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$64.8M
2
State Street
2
State Street
Massachusetts
$207M
3
Millennium Management
3
Millennium Management
New York
$19.6M
4
Barclays
4
Barclays
United Kingdom
$4.9M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
101
Federated Hermes
Pennsylvania
$3.56M -$2.36M -68,984 -40%
YCM
102
Yousif Capital Management
Michigan
$3.47M -$411K -12,025 -11%
SOADOR
103
State of Alaska Department of Revenue
Alaska
$3.15M +$251K +7,350 +9%
State of Tennessee, Department of Treasury
104
State of Tennessee, Department of Treasury
Tennessee
$3.15M +$250K +7,308 +9%
CAM
105
Congress Asset Management
Massachusetts
$3.08M +$10.1K +296 +0.3%
TPSF
106
Texas Permanent School Fund
Texas
$3.01M +$67.1K +1,962 +2%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$2.99M -$64.9K -1,899 -2%
SCM
108
SIR Capital Management
New York
$2.97M -$2.5M -73,100 -46%
HSA
109
Hussman Strategic Advisors
Maryland
$2.79M – – –
GCM
110
Graham Capital Management
Connecticut
$2.78M +$1.88M +54,882 +208%
SEI Investments
111
SEI Investments
Pennsylvania
$2.58M +$1.69M +49,609 +189%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$2.55M – – –
Axa
113
Axa
France
$2.52M +$405K +11,850 +19%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$2.36M -$1.57M -45,880 -40%
AIG
115
American International Group
New York
$2.25M -$108K -3,170 -5%
1CM
116
1492 Capital Management
Wisconsin
$2.24M -$207K -6,057 -8%
MIM
117
MetLife Investment Management
New Jersey
$2.17M – – –
First Eagle Investment Management
118
First Eagle Investment Management
New York
$2.16M -$402K -11,751 -16%
PI
119
PEAK6 Investments
Illinois
$2.14M -$1.56M -47,821 -42%
Stifel Financial
120
Stifel Financial
Missouri
$2.09M +$181K +5,284 +9%
LSERS
121
Louisiana State Employees Retirement System
Louisiana
$2.07M -$7.01K -200 -0.3%
Boston Partners
122
Boston Partners
Massachusetts
$2.06M -$3.97M -115,962 -66%
GKIM
123
GW&K Investment Management
Massachusetts
$2.05M +$2.05M +59,900 +33,278%
CSS
124
Cubist Systematic Strategies
Connecticut
$2.05M -$4.31M -126,127 -68%
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$2.01M +$77.4K +2,263 +4%
3 4
5
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