SM Energy
179 hedge funds and large institutions have $531M invested in SM Energy in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 54 reducing their positions, and 24 closing their positions.
338% more capital invested
Capital invested by funds: $121M → $531M (+$410M)
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
58% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 24
56% more call options, than puts
Call options by funds: $9.27M | Put options by funds: $5.94M
8% more funds holding
Funds holding: 166 → 179 (+13)
6.8% more ownership
Funds ownership: 68.94% → 75.73% (+6.8%)
4% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MRCP
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
+$8.05M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.01M |
| 3 |
State Street
Boston,
Massachusetts
|
+$5.99M |
| 4 |
SPC
Slate Path Capital
New York
|
+$5.29M |
| 5 |
Two Sigma Investments
New York
|
+$2.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EECFI
EnCap Energy Capital Fund IX
Houston,
Texas
|
-$12.7M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$5.34M |
| 3 |
D.E. Shaw & Co
New York
|
-$3.2M |
| 4 |
Millennium Management
New York
|
-$3.1M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$2.5M |
SM Hedge Fund Activity: Q4 2020 in Review
179 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in SM Energy (SM) for Q4 2020, worth a combined $531M — up 338% from $121M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SM positions and 24 closed out — a net gain of 14 holders — while 56 added to existing stakes and 54 trimmed.
The largest buyer was Maple Rock Capital Partners, adding an estimated $8.05M. The largest seller was EnCap Energy Capital Fund IX, cutting an estimated $12.7M.
- 179 institutional investors held SM Energy (SM) as of Q4 2020, up from 166 in Q3 2020.
- Funds reported $531M of SM Energy stock for Q4 2020, up 338% quarter-over-quarter.
- 38 funds opened new SM Energy positions in Q4 2020 and 24 closed out, a net change of +14 holders.
- The largest SM Energy buyer in Q4 2020 was Maple Rock Capital Partners, an estimated $8.05M added.
- The largest SM Energy seller in Q4 2020 was EnCap Energy Capital Fund IX, an estimated $12.7M sold.
Based on aggregated 13F filings for Q4 2020.