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SM Energy
SM

342 hedge funds and large institutions have $3.76B invested in SM Energy in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 132 increasing their positions, 97 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $62.2M | Put options by funds: $26.5M

106% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 33

36% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 97

10% more funds holding

Funds holding: 310 → 342 (+32)

1.46% more ownership

Funds ownership: 89.66% → 91.11% (+1.5%)

9% less capital invested

Capital invested by funds: $4.13B → $3.76B (-$372M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
342
Holders Change
+32
Holders Change %
+10.32%
% of All Funds
5.5%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
68
Increased
132
Reduced
97
Closed
33
Calls
$62.2M
Puts
$26.5M
Net Calls
+$35.7M
Net Calls Change
+$24.8M

Top Buyers

Rank Fund Capital Flow
1
GKIM
GW&K Investment Management
Massachusetts
+$41.9M
2
Millennium Management
Millennium Management
New York
+$37.3M
3
State Street
State Street
Massachusetts
+$35.3M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$27.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$20.3M

Top Sellers

Rank Fund Capital Flow
1
ACG
Aventail Capital Group
New York
-$68.6M
2
First Trust Advisors
First Trust Advisors
Illinois
-$30.4M
3
ECA
Encompass Capital Advisors
New York
-$26.6M
4
GLA
Great Lakes Advisors
Illinois
-$20M
5
Goldman Sachs
Goldman Sachs
New York
-$18.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$3.38M – – –
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$3.2M +$2.86M +68,712 +297%
ACM
103
Aquatic Capital Management
Illinois
$3.18M +$3.8M +91,400 New
Jane Street
104
Jane Street
New York
$3.15M +$2.37M +56,999 +171%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$3.06M – – –
PAM
106
Panagora Asset Management
Massachusetts
$3.03M -$822K -19,773 -19%
SOADOR
107
State of Alaska Department of Revenue
Alaska
$2.98M +$27.1K +651 +0.8%
TPSF
108
Texas Permanent School Fund
Texas
$2.91M -$188K -4,523 -5%
YCM
109
Yousif Capital Management
Michigan
$2.84M -$777K -18,675 -19%
HSA
110
Hussman Strategic Advisors
Maryland
$2.84M – – –
CSS
111
Cubist Systematic Strategies
Connecticut
$2.8M +$950K +22,850 +40%
TC
112
TownSquare Capital
Utah
$2.62M +$3.12M +75,100 New
Axa
113
Axa
France
$2.55M -$141K -3,400 -4%
TC
114
TwinBeech Capital
New York
$2.5M +$1.54M +36,977 +106%
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$2.49M -$125K -3,015 -4%
MF
116
Magnetar Financial
Illinois
$2.43M +$2.91M +69,872 New
Truist Financial
117
Truist Financial
North Carolina
$2.43M +$2.52M +60,671 +667%
CG
118
Colony Group
Massachusetts
$2.4M +$53.3K +1,281 +2%
DI
119
DFPG Investments
Utah
$2.39M +$3.12M +75,000 New
Tudor Investment Corp
120
Tudor Investment Corp
Connecticut
$2.36M +$2.39M +57,589 +560%
AIG
121
American International Group
New York
$2.3M -$21.1K -507 -0.8%
Corient Private Wealth
122
Corient Private Wealth
Florida
$2.25M +$2.69M +64,637 New
Creative Planning
123
Creative Planning
Kansas
$2.23M +$725K +17,429 +37%
MIM
124
MetLife Investment Management
New Jersey
$2.23M – – –
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$2.13M +$2.26M +54,418 +813%
3 4
5
6 7

SM Hedge Fund Activity: Q4 2022 in Review

342 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q4 2022, worth a combined $3.76B — down 9% from $4.13B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SM positions and 33 closed out — a net gain of 35 holders — while 132 added to existing stakes and 97 trimmed.

The largest buyer was GW&K Investment Management, adding an estimated $41.9M. The largest seller was Aventail Capital Group, exiting entirely with an estimated $68.6M sold.

  • 342 institutional investors held SM Energy (SM) as of Q4 2022, up from 310 in Q3 2022.
  • Funds reported $3.76B of SM Energy stock for Q4 2022, down 9% quarter-over-quarter.
  • 68 funds opened new SM Energy positions in Q4 2022 and 33 closed out, a net change of +35 holders.
  • The largest SM Energy buyer in Q4 2022 was GW&K Investment Management, an estimated $41.9M added.
  • The largest SM Energy seller in Q4 2022 was Aventail Capital Group, an estimated $68.6M sold.

Based on aggregated 13F filings for Q4 2022.