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SM Energy
SM

Overview Fund Activity

294 hedge funds and large institutions have $3.04B invested in SM Energy in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 105 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-48
Holders Change %
-14.04%
% of All Funds
4.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
38
Increased
111
Reduced
105
Closed
81
Calls
$26M
Puts
$15.1M
Net Calls
+$10.9M
Net Calls Change
-$24.8M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$34.5M
2
Millennium Management
Millennium Management
New York
+$24.5M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$16.1M
4
Walleye Capital
Walleye Capital
New York
+$11.8M
5
FCM
Frontier Capital Management
Massachusetts
+$10.8M

Top Sellers

1
AR
Advisory Research
Illinois
-$48.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$44M
3
Invesco
Invesco
Georgia
-$41M
4
Marshall Wace
Marshall Wace
United Kingdom
-$28.6M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
101
UBS AM
Illinois
$2.75M -$54.3K -1,927 -2%
CG
102
Colony Group
Massachusetts
$2.66M +$726K +25,778 +37%
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$2.65M -$82.9K -2,943 -3%
First Eagle Investment Management
104
First Eagle Investment Management
New York
$2.57M +$1.48M +52,533 +136%
HSA
105
Hussman Strategic Advisors
Maryland
$2.52M +$225K +8,000 +10%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$2.48M -$676 -24 -0%
N
107
Numerai
California
$2.46M +$2.46M +87,410 New
Boston Partners
108
Boston Partners
Massachusetts
$2.41M -$911K -32,367 -27%
SOADOR
109
State of Alaska Department of Revenue
Alaska
$2.37M -$40.8K -1,449 -2%
TAM
110
Tocqueville Asset Management
New York
$2.27M -$7.26M -257,700 -76%
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$2.25M +$237K +8,425 +12%
VCA
112
Verdence Capital Advisors
Maryland
$2.19M +$1.12M +39,946 +106%
DI
113
DFPG Investments
Utah
$2.12M +$5.91K +210 +0.3%
TC
114
TownSquare Capital
Utah
$2.12M +$1.04K +37 +0%
Corient Private Wealth
115
Corient Private Wealth
Florida
$2.06M +$237K +8,409 +13%
YCM
116
Yousif Capital Management
Michigan
$2.04M -$254K -9,015 -11%
Canada Pension Plan Investment Board
117
Canada Pension Plan Investment Board
Ontario, Canada
$2.03M +$977K +34,700 +93%
YCM
118
Yaupon Capital Management
New York
$2M -$2.05M -72,702 -51%
AIG
119
American International Group
New York
$1.87M +$7.94K +282 +0.4%
SEI Investments
120
SEI Investments
Pennsylvania
$1.84M +$642K +22,790 +53%
MIM
121
MetLife Investment Management
New Jersey
$1.8M – – –
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$1.8M +$163K +5,793 +10%
Janus Henderson Group
123
Janus Henderson Group
United Kingdom
$1.64M +$950K +33,773 +138%
LSERS
124
Louisiana State Employees Retirement System
Louisiana
$1.61M -$31K -1,100 -2%
US Bancorp
125
US Bancorp
Minnesota
$1.59M +$236K +8,382 +17%
3 4
5
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