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SM Energy
SM

Overview Fund Activity

310 hedge funds and large institutions have $4.13B invested in SM Energy in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 114 increasing their positions, 106 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+2
Holders Change %
+0.65%
% of All Funds
5.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
50
Increased
114
Reduced
106
Closed
44
Calls
$67.1M
Puts
$56.2M
Net Calls
+$10.9M
Net Calls Change
-$15M

Top Buyers

1
ACG
1
Aventail Capital Group
New York
$68.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$83.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92.6M
4
BlackRock
4
BlackRock
New York
$763M
5
FCM
5
Frontier Capital Management
Massachusetts
$82.5M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$28.4M
2
Ameriprise
2
Ameriprise
Minnesota
$31.9M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$25.9M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$33.8M
5
HCM
5
Hodges Capital Management
Texas
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
101
UBS AM
Illinois
$3.67M -$1.16M -30,818 -24%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$3.65M +$189K +5,020 +5%
BA
103
Bridgewater Associates
Connecticut
$3.44M +$3.44M +91,399 New
TCM
104
Thomist Capital Management
Texas
$3.43M -$2.12M -56,261 -38%
TPSF
105
Texas Permanent School Fund
Texas
$3.32M +$3.35K +89 +0.1%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$3.31M +$13.8K +368 +0.4%
CM
107
CoreCommodity Management
Connecticut
$3.21M -$1.5M -39,994 -32%
SOADOR
108
State of Alaska Department of Revenue
Alaska
$3.19M -$274K -7,277 -8%
Teacher Retirement System of Texas
109
Teacher Retirement System of Texas
Texas
$3.1M +$2.39M +63,504 +334%
HSA
110
Hussman Strategic Advisors
Maryland
$3.07M – – –
Calamos Advisors
111
Calamos Advisors
Illinois
$3.02M +$1.47M +38,975 +95%
SEI Investments
112
SEI Investments
Pennsylvania
$2.9M +$45.2K +1,201 +2%
Axa
113
Axa
France
$2.88M +$113K +3,000 +4%
ECM
114
ExodusPoint Capital Management
New York
$2.86M +$2.86M +75,936 New
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$2.81M – – –
DTL
116
Dynamic Technology Lab
Singapore
$2.75M +$1.66M +44,220 +153%
Balyasny Asset Management
117
Balyasny Asset Management
Illinois
$2.59M +$2.59M +68,833 New
CG
118
Colony Group
Massachusetts
$2.54M +$2.54M +67,491 New
AIG
119
American International Group
New York
$2.5M +$29.2K +776 +1%
1CM
120
1492 Capital Management
Wisconsin
$2.46M -$9.25K -246 -0.4%
MIM
121
MetLife Investment Management
New Jersey
$2.41M +$15.5K +413 +0.6%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$2.25M +$40.3K +1,072 +2%
AB
123
Amalgamated Bank
New York
$2.25M +$45.4K +1,206 +2%
LSERS
124
Louisiana State Employees Retirement System
Louisiana
$2.2M -$11.3K -300 -0.5%
CSS
125
Cubist Systematic Strategies
Connecticut
$2.17M -$88.8K -2,362 -4%
3 4
5
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