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SM Energy
SM

166 hedge funds and large institutions have $121M invested in SM Energy in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less funds holding

Funds holding: 178 → 166 (-12)

20.25% less ownership

Funds ownership: 89.19% → 68.94% (-20%)

37% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 30

68% less capital invested

Capital invested by funds: $376M → $121M (-$255M)

72% less call options, than puts

Call options by funds: $433K | Put options by funds: $1.54M

Holders
166
Holders Change
-12
Holders Change %
-6.74%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
54
Reduced
52
Closed
30
Calls
$433K
Puts
$1.54M
Net Calls
-$1.11M
Net Calls Change
+$3.85M

Top Buyers

Rank Fund Capital Flow
1
MRCP
Maple Rock Capital Partners
Ontario, Canada
+$18.2M
2
Renaissance Technologies
Renaissance Technologies
New York
+$2.85M
3
PPA
Parametric Portfolio Associates
Washington
+$2.18M
4
UBS Group
UBS Group
Switzerland
+$1.72M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$14.7M
2
State Street
State Street
Massachusetts
-$13M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$11.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$7.56M
5
Millennium Management
Millennium Management
New York
-$6.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
ProShare Advisors
126
ProShare Advisors
Maryland
$25K -$3.42K -1,225 -7%
Victory Capital Management
127
Victory Capital Management
Texas
$25K +$1.23K +441 +3%
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
$24K -$62.9K -22,517 -60%
CIBC Asset Management
129
CIBC Asset Management
Ontario, Canada
$24K +$310 +111 +0.8%
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$23K – – –
Jane Street
131
Jane Street
New York
$22K -$126K -45,100 -77%
ANTB
132
AMG National Trust Bank
Colorado
$22K – – –
SI
133
Stephens Inc
Arkansas
$22K – – –
MOACM
134
Mutual of America Capital Management
New York
$20K +$21.2K +7,601 +146%
AIA
135
Allied Investment Advisors
Montana
$19K – – –
TYCC
136
Texas Yale Capital Corp
Florida
$18K – – –
IIM
137
Ironwood Investment Management
Massachusetts
$18K +$3.15K +1,129 +11%
DT
138
Diversified Trust
Tennessee
$17K +$30.2K +10,822 New
AIP
139
Ameritas Investment Partners
Nebraska
$16K – – –
LF
140
Lee Financial
Texas
$13K – – –
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$13K +$6.98K +2,498 +40%
EI
142
Ellevest Inc
New York
$10K -$10K -3,588 -36%
Group One Trading
143
Group One Trading
Illinois
$8K -$35.5K -12,709 -70%
FCM
144
Firestone Capital Management
Florida
$7K – – –
PCM
145
Prelude Capital Management
New York
$6K – – –
SIAS
146
Shine Investment Advisory Services
Colorado
$5K – – –
SWA
147
Sutton Wealth Advisors
Florida
$4.17K – – –
Millennium Management
148
Millennium Management
New York
$4.16K -$6.46M -2,314,097 -47%
PFS
149
Prospera Financial Services
Texas
$3K -$43.3K -15,500 -89%
Osaic Holdings
150
Osaic Holdings
Arizona
$3K +$2.33K +836 +59%
4 5
6
7 8

SM Hedge Fund Activity: Q3 2020 in Review

166 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q3 2020, worth a combined $121M — down 68% from $376M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of SM and 19 opened new positions — a net loss of 11 holders — while 52 trimmed existing stakes and 54 added.

The largest buyer was Maple Rock Capital Partners, opening a new position worth an estimated $18.2M. The largest seller was Vanguard Group, cutting an estimated $14.7M.

  • 166 institutional investors held SM Energy (SM) as of Q3 2020, down from 178 in Q2 2020.
  • Funds reported $121M of SM Energy stock for Q3 2020, down 68% quarter-over-quarter.
  • 19 funds opened new SM Energy positions in Q3 2020 and 30 closed out, a net change of -11 holders.
  • The largest SM Energy buyer in Q3 2020 was Maple Rock Capital Partners, an estimated $18.2M added.
  • The largest SM Energy seller in Q3 2020 was Vanguard Group, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2020.