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SM Energy
SM

Overview Fund Activity

307 hedge funds and large institutions have $3.44B invested in SM Energy in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 36 closing their positions.

Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
49
Increased
119
Reduced
101
Closed
36
Calls
$36.9M
Puts
$16.9M
Net Calls
+$19.9M
Net Calls Change
+$9.01M

Top Buyers

1
BlackRock
1
BlackRock
New York
$678M
2
ACG
2
Aventail Capital Group
New York
$21M
3
Citadel Advisors
3
Citadel Advisors
Florida
$23.6M
4
PC
4
PointState Capital
New York
$17.2M
5
SCM
5
SIR Capital Management
New York
$15.5M

Top Sellers

1
PDIP
1
Palo Duro Investment Partners
Illinois
$0
2
Invesco
2
Invesco
Georgia
$37.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$472M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$2.81M
5
TCM
5
TimesSquare Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
101
Empowered Funds
Pennsylvania
$3.08M +$2.35M +74,359 +321%
EST
102
EA Series Trust
Pennsylvania
$3.08M +$3.08M +97,522 New
CG
103
Colony Group
Massachusetts
$2.96M -$26.9K -850 -0.9%
NC
104
Nokomis Capital
Texas
$2.96M +$2.68M +84,828 +964%
Franklin Resources
105
Franklin Resources
California
$2.94M +$1.85M +58,486 +170%
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$2.88M +$351K +11,107 +14%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$2.85M +$71.5K +2,259 +3%
HSA
108
Hussman Strategic Advisors
Maryland
$2.83M – – –
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$2.82M -$157K -4,979 -5%
Assenagon Asset Management
110
Assenagon Asset Management
Luxembourg
$2.81M -$18M -568,203 -86%
Boston Partners
111
Boston Partners
Massachusetts
$2.78M +$65K +2,054 +2%
UBS AM
112
UBS AM
Illinois
$2.75M – – –
CIS
113
Connors Investor Services
Pennsylvania
$2.67M +$2.67M +84,295 New
DI
114
DFPG Investments
Utah
$2.61M – – –
TI
115
Trexquant Investment
Connecticut
$2.58M +$2.58M +81,611 New
Jacobs Levy Equity Management
116
Jacobs Levy Equity Management
New Jersey
$2.51M +$1.67M +52,749 +198%
SOADOR
117
State of Alaska Department of Revenue
Alaska
$2.51M -$151K -4,760 -6%
TAM
118
Tocqueville Asset Management
New York
$2.49M -$63.3K -2,000 -2%
EGM
119
Engineers Gate Manager
New York
$2.46M -$1.63M -51,435 -40%
VCA
120
Verdence Capital Advisors
Maryland
$2.4M -$63.1K -1,996 -3%
TC
121
TownSquare Capital
Utah
$2.39M +$17.1K +540 +0.7%
Two Sigma Advisers
122
Two Sigma Advisers
New York
$2.37M -$5.22M -165,102 -69%
EI
123
Ethic Inc
New York
$2.32M +$880K +27,806 +61%
Corient Private Wealth
124
Corient Private Wealth
Florida
$2.32M +$7.75K +245 +0.3%
YCM
125
Yousif Capital Management
Michigan
$2.13M -$167K -5,273 -7%
3 4
5
6 7