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SM Energy
SM

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.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $36.9M | Put options by funds: $16.9M

36% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 36

18% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 101

13% more capital invested

Capital invested by funds: $3.04B → $3.44B (+$399M)

4% more funds holding

Funds holding: 294 → 307 (+13)

2.05% more ownership

Funds ownership: 88.16% → 90.21% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.82%
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
BlackRock
New York
+$30.3M
2
ACG
Aventail Capital Group
New York
+$18.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$15.8M
4
PC
PointState Capital
New York
+$15.4M
5
SCM
SIR Capital Management
New York
+$13.9M

Top Sellers

1
PDIP
Palo Duro Investment Partners
Illinois
-$23.3M
2
Invesco
Invesco
Georgia
-$19.9M
3
TCM
TimesSquare Capital Management
New York
-$17.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$16.8M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$16.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
EF
101
Empowered Funds
Pennsylvania
$3.08M +$2.1M +74,359 +321%
EST
102
EA Series Trust
Pennsylvania
$3.08M +$2.76M +97,522 New
CG
103
Colony Group
Massachusetts
$2.96M -$24K -850 -0.9%
NC
104
Nokomis Capital
Texas
$2.96M +$2.4M +84,828 +964%
Franklin Resources
105
Franklin Resources
California
$2.94M +$1.65M +58,486 +170%
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$2.88M +$314K +11,107 +14%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$2.85M +$63.8K +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 -$141K -4,979 -5%
Assenagon Asset Management
110
Assenagon Asset Management
Luxembourg
$2.81M -$16.1M -568,203 -86%
Boston Partners
111
Boston Partners
Massachusetts
$2.78M +$58K +2,054 +2%
UBS AM
112
UBS AM
Illinois
$2.75M – – –
CIS
113
Connors Investor Services
Pennsylvania
$2.67M +$2.38M +84,295 New
DI
114
DFPG Investments
Utah
$2.61M – – –
TI
115
Trexquant Investment
Connecticut
$2.58M +$2.31M +81,611 New
Jacobs Levy Equity Management
116
Jacobs Levy Equity Management
New Jersey
$2.51M +$1.49M +52,749 +198%
SOADOR
117
State of Alaska Department of Revenue
Alaska
$2.51M -$134K -4,760 -6%
TAM
118
Tocqueville Asset Management
New York
$2.49M -$56.5K -2,000 -2%
EGM
119
Engineers Gate Manager
New York
$2.46M -$1.45M -51,435 -40%
VCA
120
Verdence Capital Advisors
Maryland
$2.4M -$56.4K -1,996 -3%
TC
121
TownSquare Capital
Utah
$2.39M +$15.3K +540 +0.7%
Two Sigma Advisers
122
Two Sigma Advisers
New York
$2.37M -$4.66M -165,102 -69%
EI
123
Ethic Inc
New York
$2.32M +$786K +27,806 +61%
Corient Private Wealth
124
Corient Private Wealth
Florida
$2.32M +$6.92K +245 +0.3%
YCM
125
Yousif Capital Management
Michigan
$2.13M -$149K -5,273 -7%
3 4
5
6 7

SM Hedge Fund Activity: Q2 2023 in Review

307 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q2 2023, worth a combined $3.44B — up 13% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SM positions and 36 closed out — a net gain of 13 holders — while 119 added to existing stakes and 101 trimmed.

The largest buyer was BlackRock, adding an estimated $30.3M. The largest seller was Palo Duro Investment Partners, exiting entirely with an estimated $23.3M sold.

  • 307 institutional investors held SM Energy (SM) as of Q2 2023, up from 294 in Q1 2023.
  • Funds reported $3.44B of SM Energy stock for Q2 2023, up 13% quarter-over-quarter.
  • 49 funds opened new SM Energy positions in Q2 2023 and 36 closed out, a net change of +13 holders.
  • The largest SM Energy buyer in Q2 2023 was BlackRock, an estimated $30.3M added.
  • The largest SM Energy seller in Q2 2023 was Palo Duro Investment Partners, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2023.